Add a Deposit

You may add as many deposits as necessary to a case. Depending on how the administrator has configured the template, certain deposits might already be on the case. They are listed on the left-hand side of the panel. You can switch between multiple deposits by selecting the one you want to view, or by using the arrows at the bottom of the panel. You can also add deposits if needed.

1. To add a deposit to the case, click the Lookup icon next to the Deposit Code field. This will open a selection window.

2. Select the check box next to the deposit(s) you wish to add.
3. Click Submit.

The dollar amount or value in the Amount field may automatically populate (if configured by the administrator), but it can be changed if desired.

4. Enter any Comments.

NOTE: If you are adding deposits from the Summary page, you need to click Save to add the deposits to the case.

For an explanation of the Deposit panel fields, see Deposit Panel Fields.

 

Last updated 12/12/2018.

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