The Deposits feature allows you to create individualized deposits, selecting all transactions within project, program, category, type, or individual transactions.
Deposits Tab - Legend
A. Back to Overview and Print - "Back to Overview" will bring you to the Deposits tab, where you can edit the the deposit history by year and month. Print will open up a new tab where all deposit transactions will display as a grid. Clicking print current will allow you to print this page.
B. Previous Deposit - Displays the previous deposit number along with the date it was created.
C. Create Deposit - Clicking this button will create a new deposit. See Creating a New Deposit.
D. Filter - Filter through all of the current transactions by start date, end date, program, project, category, and type.
E. Post on Date - Select a date when the new deposit should be posted.
F. View Summary - A modal will pop-up that gives an overview of all transactions totals through payment type, category, project, and program. The amount next to the "view summary" link is the total amount of all transactions.
G. Transactions - This box displays all transactions that were made as well as the transactions date, reference #, household, category, type, and total.
H. Trash Icon - Clicking this icon will delete the transaction. Note: The deleted transaction will appear at the bottom of the page, here restoring the transaction is possible.