You can view and manage security deposits via the Accounting > Security Deposits menu within the Lettings module.
By default the security deposit list shows those deposits which are currently held but unprotected, since the onus is on the agent to ensure these are protected in line with the lodgement deadlines for the specified tenancy deposit protection scheme.
To protect a currently unprotected deposit, click the Padlock icon alongside that deposit entry in the table list. Record details available in relation to the protection process.
Lodgement Date: The date on which the deposit was lodged with the protection scheme.
Deposit Reference: The unique lodgement reference provided by the scheme.
Return Reference: Optionally, some schemes provide a corresponding return reference.
Payment Medium: The method of payment by which funds were transferred to the scheme. Available options are:
- Bank transfer
- Credit card
- Debit card
Note: The agent may wish to store general note in this field, e.g. additional information relating to the deposit.