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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Utility Billing > Maintenance > Deposit Wizard
Recent Changes:
6.243 - Initial creationIntroduction
The deposit wizard can help the user take care of specific scenarios revolving around deposits.
Explanation
The deposit wizard follows a three step page format of select a process to perform, fill in the criteria and completion page. Currently, this only supports an option to transfer a deposit from one account to another.
Step 1: Selection
Pick a process to run and click next to start working on that process. Currently, the user can only transfer a deposit from one account to another using the deposit wizard.
Step 2: Changes - Transfer deposit to different account number
It will allow the user to transfer a deposit from one account to another as long as it is has not been applied/refunded.
Transfer From
Customer no/name
Deposit Grid - containing Location address / Transaction Code/ Description/Status/Original Amount and Remaining AmountTransfer To
Customer no/name
Customer location Note
Click next to transfer the deposit from the Customer number under 'Transfer From' to the Customer number under 'Transfer To'. This will shown on the completion page.
Step 3: Completion
When a process has completed, details about what occurred will be posted here.