Show the pupil name on a deposit receipt in Engage Accounts

TABLE OF CONTENTS

• Introduction
• Show the pupil name on a Deposit receipt in Engage Accounts

Introduction

You enter the Receipt details in Engage Fees so that the transaction shows the pupil name in Payment/Receipt Ref.

Show the pupil name on a Deposit receipt in Engage Accounts

To automatically add the pupil name to a Deposit receipts:

1. In Engage Fees, enter the pupil name in the Ledger Text field in Fees>Collections>Receive or Refund Deposits.
2. Post the transaction and select the Update Individually.
3. The deposit receipt will post to Engage Accounts with the Pupil name appended to the transaction Description.

To enter the pupil name after posting:

1. Go to either the Nominal>View Transaction Details or Nominal>View Nominals.
2. Select the line to be altered and select the Alter Description.
3. Append the Pupil name to the description and Close and Save.
4. The new description will be available after you refresh the screen.

For more information on entering pupil deposits, please see the Engage Fees Collections guide Receive or Refund Deposits section. For more information on altering descriptions, please see the Engage Accounts Nominal Ledger guide.