How to enter a Security Deposit retroactively
tlangan6
Registered User ✭
I need to add a security deposit that was not included in the initial Sitelink import. How do I do this without making it a current charge?
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Answers
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ESS Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭We don't collect deposits, but I don't think you can add any fees retroactively in SL.0
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A security deposit charge requires a Daily Close adjustment. From Payments, add the security deposit charge, take a check payment. In daily close they can add a adjustment to reduce the amount from the next daily close. To add, click Ctrl-Shift-S on Ledger Adjustments screen. Will record (or increase) a paid security deposit on the account.0
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