Customer Deposit Centre Fields

The Customer Deposit Centre allows effortless customer deposit searches based on criteria such as name, type, deposit number, and reference number. Additionally, an advanced search option is available for users looking to further refine their search parameters.

Header Options

Customer Deposit Centre furnishes users with quite a few header-level options to streamline various processes.

Clicking the Options tab unveils a dropdown menu featuring a range of functionalities tailored to streamline customer deposit management:

Print: Streamline record-keeping by printing details of the selected customer deposit record. Upon selection, a pop-up window provides the option to choose a document template for printing.

Show Transactions: Gain insights into transactions associated with the customer deposit through the Journal Transaction view, showcasing details like account type, debit, and credit amounts. The resulting pop-up window allows users to Save journal transactions and customize displayed fields by toggling checkboxes in the column dropdown.

Batch Void: Simplify the process of voiding batches of selected customer deposit records. This feature enables the removal of invalid deposits or deposits linked to inactive customers, enhancing data cleanliness and system efficiency.

Unapply Deposits: Effortlessly unapply deposits from selected records, facilitating various processes such as voiding invoices, sales orders, and estimates. This option provides flexibility in managing customer transactions and ensures accuracy in financial records.

To utilize any of the aforementioned options, simply check the tickbox(es) next to the desired customer deposit(s) in the customer deposit center, then click on the options button.

Header Search Fields

The Customer Deposit Centre in XoroERP enhances the search functionality for customer deposits by offering a variety of search fields, including -

• Search by: This field enables you to refine search results by selecting either "Customer Deposit" or "Deposit Invoice Map."

• Status: Filter search results based on the status of the customer deposit. Options include "All," "Open," "Applied," and "Partially Applied."

• Customer: Refine search results to deposits related to a specific customer.

• Deposit: Narrow down search results based on the deposit number.

• Reference Number: Filter search results based on the reference number associated with the customer.

• All Reference: Filter search results based on all reference numbers.

Header Level Important Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information.

• Refresh:

  • This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save:

  • Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Advanced Search:

  • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

• Columns:

  • Columns represent the customizable criteria available to users, enabling them to further refine their searches.

• Download:

  • This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.