Add Single Deposit
Note: You can enter the details for a single deposit in full as it is received or as a deposit due where details are completed once it has been received.
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – In the Inventory List, find the Unit you want to access and click on it.
4 – With your mouse, hover over Other Actions and click on Deposits in the dropdown.
5 – Click on New Single Deposit.
6 – If you are adding a deposit that is due but not yet received, complete the following details:
a) Amount – Amount of deposit
b) Account – Deposit Account if applicable (Options for this dropdown are set up by the Project Administrator. Refer to Deposit Accounts for more information.)
c) Due Date – Date deposit due
7 – If the Deposit has been received, complete the remaining details:
d) Received Amount – Amount received
e) Received Date – Date deposit received
f) Date Sent to Lawyer – Date deposit sent to lawyer if applicable
g) Summary – Notes about the deposit if needed
8 – Click Save.
The deposit details will be listed on the Deposits page as well as in the Deposits section of the Inventory Profile.
a) If a deposit is due within two weeks’ time, the unit will be highlighted in orange font in the Inventory List.
b) If a deposit is overdue, the unit will be highlighted in red font.