Note: The lease the deposit is being transferred to must be for the same property, the same tenant ID, and the same deposit type as the originating lease.

1. From the Tasks menu, select Refund/Apply, Refund/Apply Deposits.
2. Select lease that you want to transfer the deposit from.
3. Select the Deposit that you want to transfer, and then click Transfer.
4. Type the Transaction date and Accounting date that you want the transfer effective.
5. Enter the amounts you are transferring in the Interest Transferred and Deposit Transferred columns for the corresponding deposit type.
   • Note: If you do not see a lease to transfer the deposit to after you click Transfer, the deposit type may not have been set up on the new lease. Cancel out of the transfer deposit windows, and then verify that the appropriate deposit type is set up for the new lease revision in Change Lease (Tasks, Manage Leases, Change Lease) on the Deposits tab. For more information, see article 26865 DocLink: Error: "There are no other leases available to which this deposit can be transferred."
6. Click OK and Close.