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.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

  1. From the home page, click Permitting and click Deposit.
  2. On the Deposit panel, click Add record.

  1. Enter a 10-character (maximum) name in the Deposit Code field.
  2. Enter a brief explanation in the Deposit Desc field.
  3. In the Account Code field, enter the number of the account that will receive the deposit.

From here, a deposit can be configured in two different ways:

  1. Select Deposit from the Deposit Type drop-down list.
  2. In the Effective Date field, enter a date or click the calendar icon to select a date.
  3. Enter a numerical value in the Amount field.

  1. Click Add or Add and New to add the deposit and create another one.
  1. Select Perdeposit from the Deposit Type drop-down list.
  2. In the Effective Date field, enter a date or click the calendar icon to select a date.
  3. In the Percentage field, enter the percentage that should be used to calculate the deposit amount.
  4. If desired, enter a minimum value for the deposit in the Min Value field.
  5. If desired, enter a maximum amount for the deposit in the Max Value field.
  6. Select a fee from the Fees drop-down list that the percentage deposit applies to.

  1. Click Add or Add and New to add the deposit and create another one.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, user, status code, or other Trimble Unity Permit item) is being used. See Review Permit Configurations for more information.