Dashboard - Deposits To Be Refunded

Dashboard - Deposits to be Refunded

This User Guide covers why Deposits are flagging up in the Dashboard as Deposits to be Refunded.  Please see Setting the PM Dashboard as Default

This article relates to the ALTO Property Management Module

  1. To access the Dashboard click the button at the top left of the screen that looks like a house.

     2. The widget for Deposits To Be Refunded provides a list of Vacated or Cancelled Tenancies where the Deposit has not been refunded.  Once the Deposit is refunded then it will no longer show in the dashboard.

The Widget looks like this:

     3. Click on the Widget for a list of all Tenancies that have been Vacated or Cancelled but still need the Deposit to be Refunded.

  4. Click on one of the lines to take you to the relevant Tenancy Refunds screen.  You can then post the Deposit Refund if required.


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