Operations AR - Finding Customer Deposit Transactions in the Operations Portal

1. Click "AR/AP"

   In the operations portal, users will be able to view the deposits that are made by customers. To start, click "AR/AP" in the left menu.

   

2. Click "Accounts Receivable"

   Then, click "Accounts Receivable". In order to access "Accounts Receivable" you will need to be set up either as an "administrator" or a "superuser", or “accountant” or have the following roles: "paymentEdit and paymentView”.

   

3. Click "Txn Type" in the "Accounts Receivable" screen

   On the Accounts Receivable screen, filter the Txn Type column to only show deposits. To do this, click "Txn Type" column.

   

4. Select "Deposit on Account"

   Then, select "Deposit on Account" from the options.

   

5. Deposit on account transactions are shown

   The grid is now only displaying deposits that have been made. You can also view more details about the deposits.

   

6. Click the more details icon of the deposit

   Click the more details icon to view more information about a deposit.

   

7. Click "Customer Comments" tab to view the notes made on the deposit

   Click on the "Customer Comments" tab to view any comments made on the deposit.

   

8. Note on deposit transaction

   Any comments that have been entered from the customer will appear here.