Adding a Security Deposit to a Letting Agreement

Adding a Security Deposit to a Letting Agreement

Once you've set up your Letting Agreement you can add a security deposit record to track the funds paid or any outstanding funds owed.

Prior to adding a security deposit to a Letting Agreement, you will need to have set up your Deposit Authority and your Security Deposit Type.

To add a security deposit to a Letting Agreement:

1. Go to the Property Record.
2. Click on View Agreement for the Letting Agreement.

1. Click on Add security deposit.

1. Select the Security Deposit Type you'd like to use.

1. Add the deposit Registration Number and Amount Paid Direct (if the funds were paid directly to the deposit authority and not your account).

1. Click on Add Security Deposit