Pipeline > Status Dropdown > Keep Stays 'Relevant' Until Deposit Action Is Performed
Include stays in which the deposit HASN'T yet been returned under 'RELEVANT'. Because there is still a relevant action to complete before the stay is closed.
It's easy to miss deposit returns when users have to scroll through 'ALL' to find the stays which need Deposit Return action.
AdminTed Nguyen (Admin, Hostfully) commented
Thanks for your feedback, Chelsea! We've received it and will consider this improvement next time we work on the Pipeline.
Meanwhile, you can filter the "Archived" reservations and check the colour of the circle - archived leads in orange and a note saying "Security Deposit must be returned" should be the ones that you need to refund this amount.