Transferring a Deposit from One Tenancy to Another for the Same Tenant

To migrate your deposit from one tenancy (Tenancy A) to another (Tenancy B), please do the following

1. In Tenancy A, set an Expiry Date

2. Go to the Deposit Scheme tab of the tenancy and tick Deposit Retained.  The system now creates a credit note

3. Create Tenancy B and again head to the Deposit Scheme tab

4. Record the deposit and press Save

5. Click Deposit Received from Tenant and then click Allocate Credit on the next screen that comes up.  Allocate the credit note from step 2 to the invoice created in step 4