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Viewing and Managing Deposits

How to view and manage tenant deposits in Re-Leased — covers accessing the Deposits dashboard, filtering and searching, and viewing deposit details including protection status, deductibles, interest, and refund history.

Updated over 2 weeks ago

The Deposits section in Re-Leased lets you track, protect, and manage tenant deposits across your portfolio — from collection through to refund — while staying compliant with deposit protection requirements.


How to Access the Deposits Dashboard

  1. Navigate to Accounting > Deposits in the main navigation.

Deposits dashboard showing a list of deposits with reference, property, tenancy, and agreed amount columns

The dashboard shows all deposits with key details including reference, property, tenancy, interest beneficiary, interest accrued, and agreed amount.


Filtering and Searching Deposits

  • Use the search bar to search by reference.

  • Use dropdown filters to narrow by property, tenancy, or interest beneficiary (All, Tenant, Landlord, Agent).


Viewing a Deposit's Full Details

  1. Click on a deposit reference from the Deposits list.

  2. The detail view shows:

    • Deposit summary information.

    • Deposit requests and payment status.

    • Protection status and scheme details.

    • Deductibles with amounts and reasons.

    • Interest calculations and accrual history.

    • Refunds and transfer history.

Use the Rows per page dropdown at the bottom right to adjust how many records display, and pagination controls to move between pages.

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