Overview
Use Add to create an additional security deposit from an existing deposit. SIRE copies information from the original deposit into a new deposit form and creates the corresponding Accounts Receivable invoice in Sage Intacct.
The original deposit remains unchanged.
Accessing Add Additional Deposit
From the main menu, go to Tasks > Manage Leases > Deposits.
Open the Actions menu for an existing deposit and select Add.
The action is available for deposits associated with leases in Current or Future status. It is not available for deposits associated with Terminated or Canceled leases.
Creating An Additional Deposit
The Create New Deposit window is prefilled with information from the selected deposit.
The following values can be reviewed and edited:
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Property
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Lease
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Unit
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Deposit Type
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Item ID
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Refundable
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Deposit interest configuration
The Tenant is copied from the original deposit and cannot be changed.
Transaction Date and GL Posting Date default to today and can be edited.
Invoice Amount is blank and must be entered before the deposit can be created.
Select Add Additional Deposit to save the new deposit.
Deposit And Invoice Creation
When the additional deposit is successfully created:
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SIRE creates a new deposit record.
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Sage Intacct creates the corresponding Accounts Receivable invoice using the selected Item ID, Invoice Amount, Transaction Date, and GL Posting Date.
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The original deposit remains unchanged.
Validation And Errors
Complete all required fields before selecting Add Additional Deposit.
The Invoice Amount cannot be blank or zero.
If the deposit or invoice cannot be created, SIRE displays an error and keeps the window open. The system does not leave an incomplete deposit when invoice creation fails.
Frequently Asked Questions
Can I Add A Deposit To A Terminated Lease?
No. The Add action is available only for deposits associated with Current or Future leases.
Does Adding A Deposit Change The Original Deposit?
No. The original deposit remains unchanged. SIRE creates a separate deposit record.
Can I Change The Tenant?
No. The Tenant is copied from the original deposit and cannot be edited.
Does This Create An Invoice In Sage Intacct?
Yes. A corresponding Accounts Receivable invoice is created in Sage Intacct when the additional deposit is successfully saved.
Is The Invoice Amount Copied From The Original Deposit?
No. The Invoice Amount is blank and must be entered manually.