The Deposit balances page can be used to check, register and pay deposit balances. To access this page, navigate to Lettings properties > Other Balances > Deposit Balances.
1. What the Deposit balances page shows
Information on what each table column shows is provided below:
ID = Property ID number
Street = Property address
Status = Current status of the property
Management type = Current management type of the property
Expected deposit = Full balance of the deposit to be registered (as set within the total deposit field of the property record)
Holding funds = Physical balance of holding funds held in the client account
Deposit received = Physical balance of deposit funds held in the client account
Since move-in = Number of days since the tenant moved into the property
An additional column can be enabled that displays the deposit balance currently registered and held externally. Please contact the Financial Support team for further information.
2. Tenancy deposit integrations
We have integrations with SDS, TDS, LPS and DPS, making it easy to transfer deposit details to your chosen deposit scheme.
For further information on our current deposit scheme integrations, please select one of the options:
3. Paying deposits to a deposit scheme
The Pay deposits option on the top-right can be used when paying funds to a deposit scheme. For further information on paying deposits, please click here.
4. Deposit balances
To view transactions contributing to a deposit balance, click on the value within the Deposit received column and then open the Deposit tab (highlighted below).
