View the deposit history for a pupil

TABLE OF CONTENTS

• Introduction
• View the Deposit History for a pupil

Introduction

The Deposit management and reports screens only show the current balance of a pupil deposit, but it is possible to see the history of deposits received and refunded from the sales analysis screen, by reference to the billing contact who lodged or received the money.

View the Deposit History for a pupil

1. Go to the Fees>Sales Analysis>View Transaction Details or View Account Details.
2. Use the Search On function to find the correct billing contact in the View Transaction Details screen or use the Select Contact function in the View Account Details screen.

3. Click the Deposits History icon.

   
4. The Deposit History screen will show all transactions against all pupils linked to that contact.

For more information on working with deposits see the Engage Fees Collections guide Receive or Refund Deposits section.