Manage Deposit Types

Navigating to Deposits

To get to the Manage Deposits page:

• Select the Admin Options icon
  
• Select the Manage Deposit Types option
allow
• Selectadministrators Manageto Depositdefine Typeand frommanage various categories of deposits (e.g., for permits, equipment, or specific services). This feature is essential for accurately tracking refundable amounts, providing clear financial oversight, and ensuring proper accounting for deposited funds within the drop-downsystem.
  menu

(Currently,

Using this menu item cannot be accessed from any pages that are still in Beta.)

Feature

This will take you to theThe Manage Deposits page.page provides a straightforward interface to add, edit, and view the usage of various deposit types.

Creating

Hover Newover Deposits

System

OnConfiguration, thePayments and click Manage DepositsDeposit Types. screen,

new

Adding

deposit

types can be added by clicking
1. Click Add Deposit Type.Type.



2. Fill out the information as needed and click Save Changes.

   Below are descriptions of the different fields, but are not all required:

   needed:
   • Label: -This Theis the name that will be used to identify the deposit type.type (e.g., "Permit Deposit," "Key Fob Deposit").
   • Placeholder Text -: This field is optional. TheIt provides a prompt or sample information that will appear in the deposit information text.text field when creating a deposit record.
   • Flags: -This Togglestoggle controls the ability to edit the Assignable Text field in the resulting active deposit record. This text will appear in the user's profile.profile (Seeassociated below)with the deposit.
   • Deposit Amount -: The amount that the deposit will cost.
   • Active checkbox: This determines if the deposit is currently available to be assigned.

   

Editing Existing Deposits

3. Click Save Changes.

Editing

1. Locate the deposit type and click the Edit button next to makeit.
2. Make any necessary changes to existingthe deposits.
   fields.

Make any changes needed, then press

3. Click Save Changes.
when

finished.

Deleting

1.

SeeIf no records are associated with this deposit you can click the informationDelete underbutton.

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Best Practices & Considerations

• CreatingClear NewLabeling: DepositsUse indescriptive this articlelabels for moreyour informationdeposit ontypes what(e.g., "Annual Permit Deposit," "Visitor Pass Deposit") to ensure clarity for both administrators and users.
• Placeholder Text Utility: Utilize the individualPlaceholder fieldsText areto usedprovide for.
  clear

  Findinginstructions Depositor Usageexamples

  for

  Aadministrators listwhen ofentering alldeposit depositsinformation.

that
• Understanding have"Flags": beenThe setup"Flags" andsetting thosefor currentlyAssignable in useText can be vieweduseful fromfor theadding Managespecific, Depositscustomizable page.
  notes

  Ato individual deposit canrecords onlyon beuser deletedprofiles, ifallowing itfor unique details per transaction.

• Financial Reconciliation: Accurately tracking deposit types is notcrucial currentlyfor beingfinancial used anywhere in the system.

  Once a deposit has been assigned or used in the system, the option to delete it will no longer be availablereconciliation and willmanaging insteadrefundable beamounts.

replaced by a count of its usage.