Note:The following process is to transfer between different types of deposits or to different units on the same lease. See Additional Resources for details on transferring leases for other situations.

If the deposit was paid recently and you can use the original dates of the payment, follow Option I. If it was not paid recently and you need to use current accounting dates, follow Option II.

Option I: Use Change Entries to reapply the payment to a different deposit type

If the deposit is reconciled in Cash Management, you cannot make changes to it in Property Management. Refer to the article 22176 "DocLink: How do I change the reconciliation status of a transaction in Cash Management?" for details about changing the status of the deposit to Open so that you can change it in Property Management.

1. In Property Management, from the Tasks menu, select Change Entries, Tenant Payments.
2. Select the correct paying tenant and locate the payment.
3. Click View/Edit Detail. Make sure this the payment that paid the deposit.
4. Click Close then select Reapply.
5. In the Change Entries - Reapply Tenant Payment window, click on the Deposits tab.
6. Scroll to right to view the Dep Balance and the Adj Amount. In the Adj Amount column, enter a positive amount to the correct deposit type and unit and reduce the amount for the incorrect deposit type and unit.
7. Click OK then Close.

The deposit type on the lease should now have the correct balance.

Option II: Use Miscellaneous Entries and Apply Credits to simulate the transfer

1. Use Miscellaneous Entries (Tasks, Create Charges, Miscellaneous Entries) and create a charge to apply the deposit to. Do not use the DEP charge type.
2. Use Apply Deposits (Tasks, Refund/Apply, Refund/Apply Deposits) and apply the deposit to the charge you created.
3. Use Miscellaneous Entries and create a credit using the same charge type you used in step 1. Also create a DEP charge for the correct deposit type and unit, if one does not already exist.
4. Use Apply Credits (Tasks, Refund/Apply, Refund/Apply Credits) and apply the credit to the deposit charge.

The deposit type on the lease should now have the correct balance.