Searching for enrolment deposits

Use the Set Enrolment Deposits Search Criteria window to search for existing enrolment deposits.
You can search based on current students, future students, the entire community or by the origination deposit information.

Note:
You can have multiple deposits for any one person.


See Searching, in the Introduction manual, for details on how to use the search tools.

 Opening the Set Enrolment Deposits Search Criteria window

To open the Set Enrolment Deposits Search Criteria window:

  1. Select Module > Debtors > Enrolment Deposits Maintenance from the main menu.
    The Set Enrolment Deposits Search Criteria window is displayed.


Set Enrolment Deposits Search Criteria window key fields

To search by the originating deposit information, use one or more of the following fields:
Student, Contact and Repayee 1 fields
Search for the deposit information based on the details of the student, student's contact or the repayee.

Field

Description

ID

Search for the community member's Synergetic ID.

Tagged IDs

Search for previously tagged ID's.

Surname

Search for the community member's surname.

Preferred

Search for the community member's preferred name.

Deposit fields

Field

Description

Seq

If known, the deposit sequence number will pinpoint any one enrolment deposit.

Code

This is a drop-down list of all deposit codes that have been entered in Maintaining enrolment deposit definitions.

Owing Only

If selected, excludes deposits that have been fulfilled.

Selected for Repayment

Select to:

  • Yes - limit the results to deposits that have been marked for repayment
  • No - limit the results to deposits that have not been marked for repayment
  • Ignore - ignore whether deposits have been marked for repayment.