Add a Deposit

This section discusses how to add a new deposit.

PREREQUISITES:

  • The Deposit security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To add a deposit, follow these steps:

  1. Click Fees & Case Data on the PLL Admin menu panel and select Deposit.

  1. On the Deposit panel, click Add record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. On the Add: Deposit panel, enter a 10-character (maximum) name in the Deposit Code field and a brief explanation in the Deposit Desc field.

  1. In the Account Code field, enter the number of the account that will receive the deposit.

  1. Select Deposit from the Deposit Type drop-down list.

  1. In the Effective Date field, enter a date or click the calendar icon to select a date.

  1. Enter a numerical value in the Amount field.

  1. In the Effective Date field, enter a date or click the calendar icon to select a date.

  1. In the Percentage field, enter the percentage that should be used to calculate the deposit amount.

  1. If you choose, enter a minimum value for the deposit in the Min Value field.

  1. If you choose, enter a maximum amount for the deposit in the Max Value field.

  1. Select the Click here to Add/Edit/Delete Fees link to add fees that the percentage deposit applies to.
  2. Click Save.