Deposits - Adding a New Deposit

Step       Action

  1.        Select {Accounting} and then select the Deposits tab.

  2.        Select {New} under Deposits. A New Deposit page will open.

  3.        Complete the fields.

Default Date will be set to the current date. To modify Date, click the date field to pull-up the calendar drop-down.
Select a Payment Type from the drop-down menu.
Payment Total
The system will automatically populate payment total based on payments made.
Unallocated Total
The system will automatically populate unallocated total based on deposit amount still remaining.
Enter a value for the deposit Amount.
Select Yes or No from the drop-down menu.
Enter any additional Notes, if applicable.

  4.        Select {Save}. A results window will pop-up to indicate the selected Deposit

                has been saved.

  6.       Select X to close pop up results window.

              Note: The option to add Payments will be available once the Deposits 

              information has been saved and the deposit number generated. (See 

           Deposits - Payments)