On the Tenancy, right click and select Check Out.
If you are not requesting monies from the Custodial Scheme then follow the steps to check the Tenancy out, including meter readings and forwarding address. This option only appears for Tenancies screen where the Deposit Held By is set to Custodial Scheme.
If you are requesting funds to cover unpaid rent or cleaning select Yes:
The next step will allow you then to create a debit on the Tenant's Account for the Check Out Fee.
Follow the check out to the end inputting meter readings and forwarding address.
Complete the steps and click Save.
Performing this function will help you manage the requests you place with the Custodial Scheme. You will get a Homepage Reminder in your Financial Reminders.
Following placing the request in Acquaint you will then need to contact the Custodial Scheme to place the actual request.
Once received the funds for the landlord and/or Tenant have been received you can remove the Outstanding Custodial Scheme Deposit Request from the Home Page by clicking on the Reminder, checking the ‘include’ box and clicking Run.
The custodial scheme will send the remaining amount you have instructed them to directly to the Tenant, as this doesn’t pass through your bank account you don’t need to show it on Acquaint.
Acquaint will then credit the Landlords & Tenants account with the amount retained for you to then return to them or credit against a Fee or Work Order.
