Enter Deposit Balances

This task is used to enter deposit balance to a household account.

The task is only available when you have selected a Community in context.

Prerequisites to complete task correctly.

• The household must have been created.

How do you get here?

Conversion Detail Households Tab Tasks Enter Deposit Balances

To enter a deposit balance:

1. Use the drop down menu to select a Charge Type for a household.

2. Enter the Balance On Hand, Balance Owed, and the Date that the charge takes place.

3. Enter a brief Note to further describe the nature of the charge.

4. To add an additional receivables balance to a household, click in the existing row and then click the Add link. A new row will appear below.

5. To remove a row, click in the row to be removed and then click the Remove link.

6. Click Finished when complete.