How to Navigate the Deposit Tab in Billing Transactions & Apply Deposits
2. From "Finance"
3. Click "Transactions"
4. Under "Deposits"
5. Click the "Search by Child or Payer" field to search for a specific child or payer.
6. Filter with "Deposit Date"
7. Select the date range.
8. Click "Apply"
9. Filter with "Rooms"
10. Select and unselect the options and apply your filters.
11. Click "X" if you need to clear all filters.
12. Filter with the status of the deposit.
13. Click "Reset" to go back to default filters.
14. Click Export on the right side of the screen
15. Choose whether to export your report in "CSV" or "Excel" Format.