How to Enter a Security Deposit – Proprio Expert How to Enter a Security Deposit - Proprio Expert

How to Enter a Security Deposit

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Steps to Follow

1. Go to the “Accounting” tab and the “Collections” subtab.

2. In the selector at the top left, select the unit you want to modify.

3. Click on “Invoicing” at the top right.

4. Make sure that the invoice is assigned to the right company, property, and unit.

5. Tick “Lease” in the “Assignation” column.

6. Type “2115 – Cashed Deposit” in the “Account” section.

7. Describe the deposit in the “Description” section (example: “security deposit of unit X”).

8. Enter the amount of the deposit.

9. Select the date of the deposit (most likely the first day of the first month of the lease).

10. Click on “Finish.”

11. Once you collect the deposit, go to the “Collections” subtab, and enter the date of payment, the payment method, and the amount.

You have now entered a security deposit.

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