Recording Security Deposits

1. Navigate to the Real Estate Module

2. Navigate to the Lease in the Real Estate Module

3. Click Edit on the Lease the Security Deposit is For.

4. Navigate to the Deposits Tab and click “+ Add New”

5. Enter the Required Information

   1. Type

   2. Tenant

   3. Unit

6. Click Create Invoice

7. Enter the Required Information in the Generate Invoice Window

   1. Transaction Date

   2. Accounting Date

   3. Item ID

   4. Amount

e.     Click Ok and Save