Before you start
- Use the tenancy's own currency and real deposit events. Inspection drafts and final records have different editing rules.
Step-by-step instructions
- Open the tenancy's deposit and inspection section.
- Record a deposit receipt only for money actually received, using its real date and amount.
- Create a move-in or move-out inspection draft with the relevant areas, conditions and notes.
- Review the draft before finalising it. Check any unsaved changes and the saved revision the finalisation refers to.
- Record an authorised deduction with the required reason and cite a final move-out inspection where appropriate.
- Record an actual refund through the refund-entry control, then check the remaining deposit balance.
- Correct an erroneous posted entry or final record through the permitted void process with a reason, preserving history.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
Settlement is a separate record
The ledger records receipts, deductions and refunds; it does not collect, hold or send deposit money. A deduction entry is not a legal decision about whether a deduction is justified.
Final and void inspections remain distinguishable. A cited inspection can later be voided without silently changing the deposit entry itself. These private settlement records do not automatically appear in the landlord portal.
Troubleshooting
- I cannot edit a final inspection
- Use the supported void/correction route, not the draft editor. Preserve a reason and record the accurate replacement where allowed.