Overview

DoorLoop automatically creates bank deposits for online payments made through the tenant portal. You can also automatically create a bank deposit at the same time you manually record a tenant lease payment.

This not only saves you time, it also helps ensure your accounting is correct. Bank reconciliation also requires accurate bank deposits.

How to review bank deposits

Whether DoorLoop creates bank deposits or you record them manually, you can review them at any time in the Deposit Transactions report.

Step 1

Go to Reports and then click on the Deposit Transactions report in the Accounting section.

Step 2

By default, this report shows all deposits made in the last 7 days. However, you can use the filters to select any time period or deposit group that you'd like.

For example, you could look at deposits for a specific property or tenant for all time.

Step 3

If you want to review a specific deposit, click on the deposit line to review the bank deposit details.

Here you can edit or add notes to the deposit. You can even delete the deposit if it was created automatically from when you recorded a lease payment.

Note that you will not be able to edit or delete bank deposits DoorLoop automatically created when tenant portal payments deposit into your bank account. This prevents you from deleting deposits DoorLoop knows you received and ensures your accounting and reports remain accurate.

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