Transfer a deposit mid tenancy

Chris Horroll

Updated 28 January 2026 13:57

Transferring deposits from the homepage

Go to the Accounts Dashboard and click on Transfer Deposits
Choose which account the money is being transferred from
Choose where the money is being transferred to
Add a tick in the Move box for the deposits you are moving
Click Save

Transferring the deposit from the tenancy record

Go to the Tenancy Record, then click the Deposit tab
Click on More Details in the Deposits Held section
Click on Transfer Deposit
Choose which account the money is being transferred from
Choose where the money is being transferred to
Tick the Move tick box for the deposits that you are moving
Click Save

Note

A deposit cannot be transferred to the DPS directly from a Deposit Account. It first needs to be transferred to the Client Account. Then from here it can be transferred to the DPS

Transfer a deposit mid tenancy

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Transferring deposits from the homepage

Transferring the deposit from the tenancy record

Note

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Transferring deposits from the homepage

Transferring the deposit from the tenancy record

Note

Was this article helpful?

<%= previousTitle %>

<%= nextTitle %>

I want to request or discuss...

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Explore the full Jupix knowledge base

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