Deposits/Bond
Crediting a deposit/bond invoice
How to credit a deposit/bond invoice
Separate deposit account - raising tenant deposit
How to raise a tenant deposit when using a separate deposit account
Deposit/bond release
Outline of the process to be used for releasing a deposit/bond
Increase tenant deposit/bond
Outline of the process to be used for increasing the tenant deposit/bond
Deposit notes can be added on a tenancy
Deposit notes can be added/viewed on a tenancy via the tenant refunds screen - once added, deposit notes can also be viewed on the tenancy Activity Feed
Identify deposits held for more than 90 days
An option can be added to the Property Management panel of the Organiser which identifies tenancies that have ended more than 90 days ago where the deposit has not yet been released
Pay supplier from deposit/bond
How a works order can be paid using the tenant deposit/bond
Transfer deposit/bond from an existing tenancy
How to transfer a deposit/bond from an existing to a new tenancy
Sales Trust Accounts - apportion payments between multiple vendors
From AgencyCloud 12.124, multiple vendor payments can be made - this is useful for situations where a trust accountant needs to be able to split the buyer deposit payment across multiple vendors
Managing disputed deposits
The process to be followed in situations where a tenant deposit return is being disputed and all/part funds need to be paid to a dispute service - this process involves allocating & sending funds to the relevant dispute service
Configuration options (deposits/bond)
Click this link for information on deposit/bond-specific configuration options
UK specific (deposits/bond)
Click this link for UK-specific deposit guides
APAC specific (deposits/bond)
Click this link for APAC-specific bond guides