Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

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

When using deposit initiation release functionality, as outlined here, information on tenancies where the deposit release has been agreed can be accessed via the Property Management panel on the Organiser

1. Add deposit release agreed option to Organiser - Property Management panel

The deposit release agreed option first needs to be added to the Property Management panel via Panel Setup

From Property Management panel:

  • Hover over panel heading and click cog icon

  • In Panel Setup, Pick categories to display section, scroll to bottom and tick Deposit release agreed

  • Click tick (top right) to save

2. View deposit release information on Property Management panel

  • The Deposit release agreed option is added to the bottom of the Property Management panel

  • After a deposit has been initiated by the property manager and authorised by the client accounts team, details of authorised released deposits will be shown here - click the figure to view the tenancy details

  • No labels