Request Date
Date customer was told a deposit is required.
Deposit Type
How the deposit was paid - cash, check, credit card, and so on. Deposit Types are defined in the Admin Console Data Management.
Principle Amount
Deposit amount paid.
Accrued Interest
Amount of interest earned.
Total Amount
Total amount - principle paid + accrued interest.
Interval (Months)
Length of time (entered as number of months) the deposit must be held before it can be allocated.
Est Allocation Date
The date on which the deposit balance may be allocated based on the Received Date and the Interval.
Received Date
Date the deposit was received from the customer.
Interest Calculated
The most recent date that interest was calculated. System-generated.
Allocation Date
The date the first allocation was made, If any amount of the deposit has been allocated.
Waive Type
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.
Waive Date
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.
Description
Optional text field for entering pertinent information if applicable.