Where to start
Tenancy Compliance → Deposit Protection Workflows
Before you begin
Confirm the property, tenancy and deposit amount from the original records.
Follow these steps
- Open the relevant deposit intake or create one through the permitted workflow.
- Check the received date, amount and recorded scheme.
- Complete the protection and prescribed-information fields using verified evidence.
- Review acknowledgements and the saved status.
- Use return or deduction stages only when the tenancy has reached the appropriate point and an authorised decision has been made.
Check the result
Dates, amounts, scheme information and evidence should remain attached to the intended tenancy.
If something does not look right
Recording information in Proplix does not carry out an external protection action. Confirm the real-world position through your organisation's approved process.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Understand the compliance workspace
- Build an audit pack that tells a clear story
- Track gas safety evidence
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.