The Deposits form provides a list of deposit transactions for the customer with overview information for each deposit.
Status Icon
Icon in the far left column of each row indicates the current state of the deposit transaction:
| Deposit not received: ledger page with red triangle |
Deposit Type | The kind of deposit requested. |
| Deposit received: ledger page with green triangle |
| Deposit allocated: ledger page with blue circle |
| Deposit waived: plain ledger page |
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.
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.
Received Date
Date the deposit was received from the customer.
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.
User Name
Name of the user that entered (or last modified) this deposit transaction.
Last Modified
Date when this deposit transaction was last modified.
Adding/Editing/Allocating Deposits
From this form, you can open an existing deposit to edit it and/or allocate deposit functions.