Manage Deposit Types

The Manage Deposit Types allowfeature allows administrators to define and manage various categories of depositsdeposits, (e.g.,such as those required for permits, equipment, or specific services).services. ThisIts featureprimary purpose is essential forto accurately trackingtrack refundable amounts, providingprovide clear financial oversight, and ensuringensure proper accounting for deposited funds within the system. This article is intended for OPS-COM administrators responsible for financial configurations and managing user deposits.

Setup and Configuration

This feature is a core administrative tool used to establish financial deposit requirements within the system.

Admin Side: Administrators must have the appropriate system role permissions enabled to access the payments configuration menus and manage the list of deposit types.

Using this Feature

TheAdministrators Managecan Depositsuse pagethe providesfollowing ainstructions straightforwardto navigate the management interface to seamlessly add, edit, andor view the usage ofdelete various deposit types.

Accessing the Management Interface

1. Hover over System Configuration,Configuration, click Payments, then Payments, and click Manage Deposit Types.

Adding a Deposit Type

1. Click the Add Deposit Type. button.

2. Fill out

   Enter a descriptive identifier in the information as needed:

   • Label: This is the name that will be used to identify the deposit typefield (e.g., "Permit Deposit,"Deposit "or Key Fob Deposit")Deposit).

   • Enter prompt instructions in the Placeholder Text: field if desired. This fieldoptional istext optional. It provides a prompt or sample information that will appearappears in the deposit information text field to guide administrators when creating a deposit record.

   • Enable or disable the Flags: toggle. This toggle controls the ability to edit the Assignable Text field in the resulting active deposit record.record, This textwhich will appear in the user's profile associated with the deposit.

   • Enter the required monetary value in the Amount: Thefield.

     amount
   that

   • Enable the deposit will cost.

   • Active checkbox:checkbox Thisto determines ifensure the deposit is currently available to be assigned.

3. Click the Save Changes. button.

Editing a Deposit Type

1. Locate the specific deposit type andyou clickwish to modify in the list.

2. Click the Edit button next to it.the entry.

3. Make any necessary changes to the configuration fields.

4. Click the Save Changes. button to apply your updates.

Deleting a Deposit Type

1. 1.Locate Ifthe specific deposit type you wish to remove from the list.

2. Click the Delete button next to the entry.

A deposit type can only be deleted if there are absolutely no records arecurrently associated with thisit in the system. The Delete button will not be visible if the deposit youtype canis clickactively thein Deleteuse button.or linked to past transactions. This restriction prevents financial data inconsistencies.

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Best Practices &and Considerations

• ClearUse Labelingclear labeling:: Use descriptive labels for your deposit typestypes. (e.g.,Utilizing "clear names like Annual Permit Deposit,"Deposit "or Visitor Pass Deposit")Deposit toensures ensureimmediate clarity for both administrators reviewing accounts and users.users paying the fees.

• Utilize placeholder text: Utilize the Placeholder Text Utility: Utilize the Placeholder Textfield to provide clear instructions or examples for administratorsadministrators. This helps guide staff members and standardizes data entry when enteringthey are manually creating deposit information.records.

• UnderstandingUnderstand "Flags"the flags setting:: TheUse "Flags"the Flags setting for Assignable Text canto be useful for addingadd specific, customizable notes to individual deposit recordsrecords. onThis userflexibility profiles,allows allowingadministrators forto append unique details per transaction.transaction directly onto the user profile.

• FinancialEnsure Reconciliationfinancial reconciliation:: Accurately tracking deposit types is crucial for financial reconciliationreconciliation. Proper configuration ensures all refundable amounts are reliably managed and managingeasily refundableaudited amounts.by your accounting team.