Financial - Deposit Types

Adding Deposit Types

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Deposit Types} on the right-hand side of screen to auto scroll to

          Deposit Types section.

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  3.      Select {New} under Deposit Types. A New Deposit Type modal window 

          will open.

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  4.      Enter name for new Deposit Type.

  5.      Select {Save}. A results window will pop-up to indicate the deposit type 

          has been saved.

 

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  6.       Select X to close pop up results window.

   

 

Editing Deposit Types

Step     Action

  1         Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Deposit Types} on the right-hand side of screen to auto scroll to 

           Deposit Types section.

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  3.       Hover mouse over the name of deposit type to be edited. A pencil icon

              will appear on the right-hand side of the name. Select the pencil icon.

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           A modal Edit Deposit Type window will open.

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  4.       Make required changes.

  5.       Select {Save}. A results window will pop-up to indicate the deposit type

           has been saved.

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  6.       Select X to close pop-up results window.


Deleting Deposit Types

Step     Action

  1.        Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Deposit Types} on the right-hand side of screen to auto scroll to

           Deposit Types section.

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  3.      Select entries under Deposit Types to be deleted by checking boxes on the

             left-hand side. All entries can be deleted by checking box to left of {New

          under Deposit Types.  

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  4.      Select {Delete}. A window will pop-up to confirm selected items to be 

          deleted.

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  5.       Select {Save}. A results window will pop-up to indicate the deposit types 

           have been deleted.

 

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  6.        Select X to close pop up results window.