There are instances when a deposit export will fail when imported into your chosen deposit scheme. If your import fails, we recommend checking the below information.
1. Agent details
Go to Lettings properties > Other balances > Deposit balances
Select the SDS/LPS/DPS account
Populate the SDS or LPS/DPS field (depending on your chosen scheme)
Ensure the address section is populated
Click Submit
2. Property details
Go to Lettings properties > View properties
In the Street column, click on the property address
Ensure the below details have been entered:
Street Number
Flat Number
Street
Location
Area
Postcode
Country
Total Deposit
Click Update property
3. Landlord details
Go to Owners > View owners/landlords (landlords)
Click on the edit pencil icon
Click on 'Disable read-only mode'
Ensure the below details have been entered:
Title
First Names
Surname (or company name if the title is set to Company)
Landlord Registration Number
Click Update owner
4. Tenant details
For tenant details to pull through to the deposit export, they must have a status of 'Awaiting move in' or 'In residence'.
To check a tenant's status:
Go to Tenants > View tenants
Locate the required tenant
Their current status is displayed within the Status column
To change a tenant's status, follow the above steps, expand the dropdown within the Status column and select 'Awaiting move in' or 'In residence'.