How to Edit/Update Security Deposit Amount in Tenant Management?

    • Tanvir Mahedi |
    • 0 step |
    • 4 minutes
    Alert- The Edit functionality will work if you have only one security deposit entry
    Log into the **Admin Portal**
    Click on "**Tenant Management**" dropdown under "**Administration**" on the left navigation
    Click on "**Tenant**" under "**Tenant Management**" dropdown
    Select the **tenant** whose deposit you wish to **edit**.
    In the "**Deposit**" section, you will find the "**Edit**" button with a **pencil** icon in orange color
    Alert- Edit functionality will only work when you have only one deposit entry. It won't work if you have multiple deposit entries.\ \ If you see the "Edit" icon not available but the delete icon visible that means the amount has been adjusted already. In those cases, you have to delete the adjusted amount/transaction first & only then you can delete the payment
    **Tick the box** beside "**Edit Security/Rental Deposit**"
    Click the "**Deposit Amount**" field to **edit** the existing deposit amount
    Click on the field under "**Due Date**" if you want to edit the due date
    Click on the field under "**Deposit Date**" if you want to edit the deposit date
    Choose the deposit account from the **dropdown** under the "**Deposit Account**\*" field if you want to edit the deposit account
    Alert- Required only when deposit is collected. If no account is selected, by default the amount will be logged under property default bank account
    Click the **dropdown** under " **Payment Method**" if you want to edit the payment method
    Click the "**Reference #**" field to add any sort of reference to anything. Example- this could be a **reference to a cheque**
    Alert- Account reconciliation will use this reference number to group the transactions
    Click the "**Some note about this deposi**t" field if you got anything to add regarding the deposit
    Click on "**Update**" to finish up
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