If you do not use Street for your Client Accounting, adding tenancy deposit information is a simple process of entering the details of the deposit for informational purposes. There is no movement of money logged in Street in this situation.

This article explains how to handle tenancy deposits if you do not use Street for your client accounting. For more information on how to handle deposits with client accounting, see this help centre collection.

If you do not use Street for your client accounting, adding deposit information simply involves adding the deposit amount and scheme for reference. This information is either added during the lettings application process or when creating a tenancy directly.

During the lettings application, the first step is to head to the Tenancy Agreement tile and add the deposit amount and scheme, along with the other tenancy details.

Once this has been saved, the second step is to go to the Deposit tile and mark the deposit as received, when the tenant has paid.

Once marked as received, the final step is to add the deposit registration details, optionally upload the certificate, and confirm the deposit as registered.

The deposit is now setup and once the tenancy is created the deposit details can be seen from within the Tenancy Details tab on the tenancy page.

You can always refer back to the lettings application to view the deposit registration and certificate itself.

If you are creating a tenancy directly, you just need to add the deposit information on the 'create tenancy' page where the information is then also stored in the Tenancy Details section on the tenancy page.

If you need to edit an existing deposit, go to the Tenancy page > click the Tenancy Details tab > and scroll down to the Deposit section to amend the amount and / or deposit scheme.

If you do not use Street for your client accounting, there is no functionality in Street to physically refund a deposit because this process and the money are all handled externally.

However if you create a Move Out when ending a tenancy, a 'deposit refund' tile on the move out page will allow you to enter the details of the refund.

You can add details of why money was deducted and how much to deduct (if any).

And finally enter the date the deposit refund was processed.