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.
3. Select {New} under Deposit Types. A New Deposit Type modal window
will open.
4. Enter name for new Deposit Type.
5. Select {Save}. A results window will pop-up to indicate the deposit type
has been saved.
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.
3. Hover mouse over the name of deposit type to be edited and select the pencil icon.
An Edit Deposit Type modal will open.
5. Select {Save}. A results window will pop-up to indicate the deposit type has been saved.
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.
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.
have been deleted.