How to Add/Edit Owner Security Deposits



Related Links

Security Budgets Overview

How to Enable Security Deposit Codes

Security Deposit Report


This guide will give you step by step instructions on adding/editing an owners Security Deposit Balance. 




Click Accounts Receivable then Adjustments

On the top right corner, click Actions then Adjustments 


This will open the Adjustments page

Search for an Owner 

Can be search them by their name, property number, account number, etc

Under Adjustment Type, click the drop down menu and select Security Deposit

Edit the Post date, 

The Post date is the date the transaction will post to the GL 

Click the calendar icon to change the date, or manually type the date in.

In the box under Adjustment, enter an amount

If the owner already has a balance, you can lower it by adding a negative ( - ) sign in front of the number.

Select your Credit/Debit Account 

If you're unsure which accounts to pick, reach out to your CPA. 

When finished, Click Accrue on the top right corner 

This will take you to the Security Deposit Review page. 


If you want to edit the information on the page, click Actions then Edit Transaction

To edit the amount, Click the Edit Icon 

Click Actions then Save once the information is correct. 

Once all the information is correct, click Actions then Post Transaction 


You will be able to find the posted transaction in your Activity Feed

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