The steps below show you how you can manage your TDS uploads by managing TDS Certificates Pending, Failed Uploads & clearing Successful Uploads in the Organiser.
From time to time, the Organiser will have a large number of entries on it and it's recommended that this is managed so that you can easily track information.
- Click Reporting on the main toolbar
- Click Organiser on the dropdown menu
- Alternatively click the folded page icon on the toolbar
- Click the TDS Uploads tab
- There are three options:
- Certificates Pending
- Failed Uploads
- Successful Uploads
Certificates Pending
- These are certificates currently in the process of being sent to the TDS and awaiting registration of the TDS deposit information
- Check the list as some Tenancies may not need to be here anymore and are stuck on here due to actions not being completed at that time
- If you have checked on the TDS website and they have been registered, in the Tenancy Information:
- Click the Deposit Protection tab
- Click the Tenancy Deposit tab
- Tick Registered, this will clear any off the Organiser
Failed Uploads
- This will tell you in the details as to why the upload failed. Correct the areas which they have referred to as being incomplete. In the Tenancy Information:
- Click the Deposit Protection tab
- Click the Tenancy Deposit tab
- Click Re-Upload
- Remove the Failed message after you have completed the corrections
- Tick in U/D
- Click Update Marked Items
Successful Uploads
- Clear out the Successful Uploads so you have 1 week or 1 days worth of successful upload notifications, depending on how you want to manage it
- Remove successful uploads
- Tick in U/D
- Click Update Marked Items
Best practice
Periodically check the TDS website to cross check Tenancies you have registered against those in CFPwinMan to make sure the list matches