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Getting started / quick guide - for sales, lettings & property management
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Identify internal client accounts assistant as a relationship on lettings property - configuration option
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Deposits/Bond
•
Crediting a deposit/bond invoice
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Separate deposit account - raising tenant deposit
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Deposit/bond release
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Increase tenant deposit/bond
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Deposit notes can be added on a tenancy
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Identify deposits held for more than 90 days
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Pay supplier from deposit/bond
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Transfer deposit/bond from an existing tenancy
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Sales Trust Accounts - apportion payments between multiple vendors
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Managing disputed deposits
Configuration options (deposits/bond)
UK specific (deposits/bond)
APAC specific (deposits/bond)
•
Transferring tenant deposit/bond to the bond authority (APAC only)
Direct Debit
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Trust Accounts frequently asked questions (APAC only)
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Knowledge Base
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Deposits/Bond
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APAC specific (deposits/bond)
Summarize
APAC specific (deposits/bond)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Dec 21, 2023
1 min read
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Fiona Hardy