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.

  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.

  4.       Make required changes.
  5.        Select {Save}. A results window will pop-up to indicate the deposit type has been saved.  


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.

  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.    


  4.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.
  5.       Select {Save}. A results window will pop-up to indicate the deposit types 

            have been deleted.