Pull this report when looking for detailed insights into all transactions related to deposits and refunds for current and upcoming residents. This report is available exclusively for accounts with deposit tracking turned on.
*Note: If your account uses legacy deposit tracking, this report will not appear. Any questions on the new deposit tracking, check out this article.
Purpose: This report enables users to monitor deposit-related activities during a selected timeframe, helping communities track financial interactions with prospects, ensure transparency, and manage financial workflows effectively.
Deposit Transaction Report: This report shows the following information:
Transactions:
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- Deposits
- Refunds
- Transactions with $0 amounts are also displayed for transparency.
Displayed Information per Transaction:
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- Date: When the transaction occurred.
- Prospect: The individual associated with the transaction.
- Amount: The monetary value of the transaction (if applicable).
- Deposit Type: For example, reservation fee or move-in deposit.
Filters for Customization: Users can narrow the data displayed using filters:
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- Transaction Type: Filter by deposits, refunds, or both.
- Deposit Type: Select specific deposit categories for more granular reporting.
The report is conveniently located on the Reports Page, directly beneath the Depositor List report, which details deposits for those who have yet to sign a lease.
*Note: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.