How to Add/Edit Owner Security Deposits

TOPS [ONE] Version


Related Links

Security Deposit Overview

How to Enable Security Deposit Codes

Security Deposit Report



Once the Security Deposit code has been enabled,  


Step By Step  

1. Click Accounts Receivable then Adjustments

2. On the top right corner, click Actions then Adjustments 


This will open the Adjustments page

3. Search for an Owner 

Can be searched for by their name, property number, account number, etc

The owner's status will show below the address. If the status says property, they are the primary owner. 

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

5. 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.

6. 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.

7. Select your Credit/Debit Account 

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

8. When finished, Click Accrue on the top right corner 


This will take you to the Security Deposit Review page. 



9. 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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