How to record a Deposit made by a Tenant

Open the Unit

1: Click Search on the Side Menu.

2: Select Units from the drop down list – the list of Units will open.

3: Double click the required unit to select it – the Unit window will open.

1: Click the Details button – the Rent Details window will open.

1: Select the Deposit tab – the Deposit window will open.

2: Select Retainer or Deposit from the drop down list.

3: Key in the amount that has been Deposited.

4: Select the Date of Deposit from the pop-out calendar.

If the Deposit is Protected do the following steps.

5: Click the Deposit Protected check box.

6: Select the Date of Protection from the pop-out calendar.

7: Select the Company the Deposit is Protected with from the Pop-Out list.

End of the Tenancy

8: Complete the details about any money Returned and/or Retained.

Notes

9: Key in any notes required.

1: Click Save to Save the data and close the window.