View Pupils with Deposits

TABLE OF CONTENTS

• Introduction
• View Pupils with Deposits

Introduction

When you receive a deposit or raise an automated invoice with a deposit type charge, Engage Fees records the information in the Receive or Refund Deposits screen. There is also a report you can run from within the Sales Analysis menu.

View Pupils with Deposits

To view pupils with deposits from the Receive or Refund Deposits screen:

1. Go to Fees > Collections > Receive or Refund Deposits.
2. Use the filters to select the Stage, Year Group etc. you wish to view.
3. If you are looking for a specific pupil you can use the Search Text Function.
4. If you have enabled multiple deposits, you will be able to see a breakdown of the different deposit funds for each pupil at the bottom of the screen.

To produce a report of pupils with deposit:

1. Go to Fees > Sales Analysis > Print Deposits Held.
2. Select ALL or the required Pupil Stage.
3. In Format, select the Group By and Order By option from the dropdown menus.
4. Select the Deposit account you want to report on. If you have enabled multiple deposits, you can select All or a specific account.
5. Select Pupils with Deposit (default).
6. You can opt to Exclude Pending transactions (receipts that not yet posted) or Exclude Unpaid transactions (invoices that have been issued for deposits but not yet paid).
7. Select the Process Report button to run the report with the selections you made above.
8. The Select Report Destination window allows you to choose between viewing the report on the screen, printing or exporting the file in one of the available formats.

Note: For more information on working with Deposits, please see the Engage Fees Collections guide.