Tenancy - Check Out Deposit Deposit Account

🔓 Accessing the Check-Out Screen

You can access the Check-Out screen in several ways:

• From the Tenancies List screen

• By selecting Tenancies via the Contacts or Properties screen, then choosing Check Out from the Menu button

• Or by right-clicking on the tenancy record and selecting Check Out

🧾 Completing the Check-Out

Once the Check-Out screen is open, follow these steps.

1. No Deposit Deductions?

   • If you're not requesting any funds from the deposit, proceed through the check-out steps:

     • Enter meter readings (gas, electricity, water)

     • Add a forwarding address for the tenant if applicable

2. Requesting Deductions?

   • If you need to deduct funds for unpaid rent, cleaning, or other charges:

     • Select Yes when prompted

     • Add the relevant deduction details

3. Retain Deposit (Optional)

• Use the Retain Deposit option to hold back part of the deposit—for example, in the case of a dispute

• This will be recorded as a Deposit Deduction in the tenant’s account

4. Deposit Return Summary

• The next step will display:

  • Total deductions

  • Amount retained

  • Amount to be returned to the tenant

• Select the payment method for returning the deposit

5. Check-Out Fee (Optional)

• If you're not charging a fee, click Next to continue

• If charging a Check-Out Fee:

  • Select Yes

  • Choose whether the fee is charged to the Landlord or Tenant

  • Enter the amount and select the product

  • A debit will be created on the tenant’s account

6. Utility Readings

• Enter final readings for:

  • Gas

  • Electricity

  • Water

7. Forwarding Address

• If applicable, select Yes and enter the tenant’s new address

  1. This will update their Contact record

8. Save & Finalise

Click Save to complete the process

You’ll be prompted to generate a Deposit Account Statement

Upon saving an option will be provided to produce a Deposit Account statement.