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Transfer deposit/bond from an existing tenancy

Transfer deposit/bond from an existing tenancy

This guide has been reviewed against our global client base and classed as relevant to all regions

This page explains how to transfer a deposit/bond from an existing to a new tenancy

1. Access the transfer deposit option

From the tenancy:

  • In the Accounts panel, beside the Deposit field, click Manage

    Tenancy manage deposit link.png

From tenancy deposit details:

  • In Refunds panel (bottom), right-click Refund Deposit and select Transfer deposit to another tenancy

    Transfer deposit to another tenancy menu option.png

2. Enter the amount to transfer

From the available deposit:

  • Enter the amount to transfer and click Accept

    Enter amount.png

  • Search for and select the tenancy the deposit is to be transferred to 

    Search tenancy.png

  • Click Yes to confirm the deposit transfer

    Confirm deposit transfer.png

You should now review the tenancy deposit details screen for both tenancies

  • The tenancy the deposit was transferred from will now show as the deposit refunded

  • Deposit funds will now be available on the tenancy it was transferred to, ready for allocation to a deposit invoice

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