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Required Deposits are payments that are due from a household/tenant in many cases before their move-in date. Doorways allows the ability to setup a deposit for a household including deposit amount, due by date, and comments. The Notification Center on the household overview will offer information on the amount due for required deposits at a first glance into a households profile.

Step by Step Guide to Creating a Deposit

  1. Navigate to the Household you wish to create a deposit for. 
  2. Click the tracking tab.
  3. Click on the "Required Deposits" link.
  4. Click the "Setup a New Deposit" button.
  5. The New Deposit wizard will then run. 
  6. Fill in the Required Fields:

    1. Unit or Loan: Select the unit or loan that the required deposit applies to.
    2. Type: Select the type of deposit being created.
    3. Name: A name will be auto-populated, however you can type in a name of your choice or the deposit.
    4. Required Amount: The default amount for the selected deposit will be auto-populated, however, you can change this amount if need be.
    5. Due by Date (optional): The default will be no date selected, if you wish to select a due by date for this deposit the field is editable.
    6. Cancel: Click this button to cancel the set up for the new deposit.
    7. Save New Deposit:  Click this button after required fields have been met, and you wish to save the new deposit.
  7. Save the new deposit, and you will be redirected to the Required Deposit Tracking screen where the new deposit will be shown. 
  8. Navigate to the Tenant Ledger and you will see a new account with a balance of $0 for the security deposit.

Step by Step Guide to Making a Payment on a Deposit.

  1. Navigate to the household making a payment on his/her households required deposit.
  2. Run the Payment wizard.
  3. Select the accounts correlating with the security deposit the tenant is making a payment on. 
  4. Enter anything required information, and click "Post Transaction".
  5. The tenant will now have a credit balance on their account
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