Tenancy - Check Out where Deposit is held in the Deposit Account

 

The Tenancy Check Out screen can be accessed from the Tenancies List screen or clicking Tenancies from the Contacts or Properties screen where the Check Out option is available from the Menu button. Alternatively you can right-click on the Tenancy and select Check Out.

 

On the Tenancy, right click and select Check Out.

 
The Check Out screen will be displayed.

If you are not requesting monies from the Deposit Account then follow the steps to check the Tenancy out, including meter readings and forwarding address.

If you are requesting funds to cover unpaid rent or cleaning select Yes and add the deductions.
The Retain Deposit enables you to retain an amount of the Deposit, for example in instances where you are in a dispute with the Tenant. This will shows as a Deposit Deduction in the Tenant's Account.
The next step will display the amount of the Deposit being returned and enables to you select by which payment method.

If you are not charging a Check Out Fee then simply click Next to proceed to the next step.

If you are charging for a Check Out Fee for the Tenant click Yes and this will created a debit on the Tenant's account.

Store utility readings

If you would like to add a Forwarding Address click Yes and type the Address. This will update the Address details on the Tenant's Contact screen.

 

Click Save

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

 

The Tenancy Check Out screen can be accessed from the Tenancies List screen or clicking Tenancies from the Contacts or Properties screen where the Check Out option is available from the Menu button. Alternatively you can right-click on the Tenancy and select Check Out.