Deposits Field Details

Icon in the far left column of each row indicates the current state of the deposit transaction:

Date customer was told a deposit is required.

How the deposit was paid - cash, check, credit card, and so on. Deposit Types are defined in the Admin Console Data Management.

Total amount - principle paid + accrued interest.

Length of time (entered as number of months) the deposit must be held before it can be allocated.

Date the deposit was received from the customer.

The date the first allocation was made, If any amount of the deposit has been allocated.

The reason a deposit was not required. If used, the Waive Date must also be populated. These cannot be changed once the deposit has been received. Waive reasons are defined in the Admin Console Data Management.

The date the deposit was waived, if applicable. If used, the Deposit Waive Type must also be populated. These cannot be changed once the deposit has been received.

Name of the user that entered (or last modified) this deposit transaction.

Date when this deposit transaction was last modified.