Application Deposit Procedures

When applying a deposit to someone's account follow these steps:

1. Click on the application tab in RMS. Click on the application for which the student is putting a deposit down on. (Be sure to select the correct application if the student has multiple applications)
2. Click on the "Fee Paid" box. This is where you enter the payment information. DO NOT ALLOCATE THE DEPOSIT. Be sure to fill in the "items to be paid" with the correct information. Fill out the comments section. ex. "sq0000 VS F11 prepayment/KH"
3. Click continue to process the payment.
4. Now you are back on the application itself.
5. Click the liability paid box. Immediately close the popup that opens because you have already entered the payment.
6. Now you erase the expiration date on the application.
7. Once you have done this, click continue.
8. You have processed the payment.

Check Yourself

In order to see if you have correctly processed the deposit payment:

• Go to the "people" tab and pull up that students account.
• Select "accounting reports" and click on "Liability". Once this page loads, this is where you will see the students deposit payment...if you have entered it correctly.
• If you did not enter it correctly please seek out Debra in order for her to further instruct you on how to correct it.

NOTE:

If you are working with a student that is currently a resident that wants to pay a deposit, DO NOT put it on the statement. Process the payment through the application screen.

If I have missed anything, please let me know!

Have an Fantastic Friday!

~The Amazing One