AR Setup - How to Enable Security Deposit Codes

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Related Links

Security Budgets Overview

How to Add/Edit Owner Security Deposits

Security Deposit Report


Before you can add or adjust an owners Security Deposit balance, you will need to enable the security deposit code. This guide will give you step-by-step instructions on how to enable the code. 





How to enable the Security Deposit code

1. Click Portfolio then Community. Select the community to work in. 

2. Scroll to Related Links at the bottom right of the page, click Codes 


3. Select the Charge tile.


4. Scroll to find Security Deposit then click +ADD


5. Enter the Code Alias, and Name. 

The code description is optional


6. Click Save mceclip2.png

7. Click Yes when the Code Changes box pops up. 


8. Once finished, you'll see Success! at the bottom left of the screen


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