Overview
When a lease was active before your Accounting Start Date, the deposit was likely already collected and already factored into your property's opening balance. Recording it as a regular payment would double-count the funds — once in the opening balance and again as a new deposit.
Note: Use this workflow only if the deposit was already included in your opening balance. If it wasn't, follow Record a Deposit Payment on a Lease instead.
Note: A deposit will not appear on the Deposits tab, tenant or owner statements, or deposit reports until this credit is recorded and applied. The charge alone is not enough.
The Steps
Step 1: Issue a Credit on the Lease to the Opening Balance
To avoid double-counting, follow Issue a Credit to the Opening Balance on a Lease to issue the credit — this tells DoorLoop "the money is already on the books, just apply it to the deposit charge."
Step 2: Apply the Credit to the Deposit Charge
After issuing the credit to the Opening Balance, you'll see a new line on the Transactions tab labeled $0 Applied Credit. Do not delete this line — it's the link between the credit and the deposit charge. Click on it to open it.
The Charges item the credit is being applied to should be the deposit charge (for example, Security Deposit).
The amount should match the Opening Balance credit you just issued.
The deposit is now properly recorded without double-counting your opening balance. It will appear on the Deposits tab, on tenant and owner statements, and in deposit reports.
Note: If the $0 Applied Credit line was deleted by mistake, delete the credit and start over from Step 1 above.