- If the total number of deposits available for review in the system exceed a value configured for your system, only a subset of the total available deposits will be retrieved and displayed on the page. A message at the top of the page will indicate that the available deposits exceeded the configured value (for example, "The results of your search exceeds the maximum 100. Please refine your search criteria and try again").
To determine the actual number of deposits available for review in the system and the number that are available for display on the page, refer to the record total information in the bottom right-hand corner of the page. For example, a record total of "Showing: 1-10 of 100 (200 total)", indicates that there are 200 available records in total, your system is configured to limit displayed deposits to 100, and you are viewing the first 10 records on the current page.
If you are looking for a specific deposit that is not included in the deposits available for display on the page, you will need to use the search controls to locate it.
- The search controls on the page allow you to selectively filter which deposits to display. When using the controls, note the following:
- To refine the list of displayed deposits, select your search filters from the Search Criteria drop-down menus.
- Many of the filters, once selected, require additional input or selections. For example, after choosing the Currency filter, a new drop-down menu appears in the Values field, allowing you to select a specific currency code from that menu.
- By default, you can select up to three filters to limit your search.
- Once you have selected your filters and entered any required values for those filters, click the Refresh button to update the List of Deposits table with the deposits matching your selected filters.
The record total information in the bottom right-hand corner of the page will update to reflect your applied filters and will now include a "qualified" number instead of an overall total to show how many deposit records match your selections. For example, a record total of "Showing: 1-10 of 100 (120 qualified)", indicates that there are 120 available records matching the search filters you selected, your system is configured to limit displayed deposits to 100, and you are viewing the first 10 records on the current page.
- To delete your current search filters, click the Clear button.
- To change the sorting applied to the displayed deposits, use the Sort results by controls to select the column upon which you wish to sort as well as the sort order (ascending or descending).
Note: If you designate the Amount Changed column as the sort column, any deposits flagged with a Review Amount (
) icon will appear at the top of the list when an ascending sort order is selected, or at the bottom of the list when a descending sort order is selected.
- Deposits containing one or more items with an operator-adjusted amount will be flagged with a Review Amount () icon in the corresponding Amount Changed column (indicating that the deposit should be reviewed in detail to verify the adjusted amount entry). Clicking a flagged deposit displays the Deposit Item List page, allowing you to see which specific deposit items include operator-adjusted amounts.
- To view details for a deposit, click the View (
) icon for the deposit you wish to view. - To edit a deposit, click the Edit (
) icon for the deposit you wish to edit. - To delete a deposit, click the delete icon (
) for the deposit you want to delete.Note: If you have been assigned the Mark for Aged Deletion (MARK_FOR_AGED_DELETION) permission, deposit records for any deleted deposits will be retained in the database until the records are aged out (rather than being deleted immediately when the purge task is run), allowing those deposit records to be researched while they remain in the database.
- To transmit a deposit, click the Select box beside the deposit that you want to transmit, and then click the Transmit button.
Note: If your system has been configured to use the delayed transmission feature, deposits will be placed into a temporary "Pending Transmission" state after you click the Transmit button instead of being transmitted directly. Deposits will remain in this temporary state for a configured amount of time (by default, 15 minutes) prior to actual transmission. During that time, you can change your decision to transmit a deposit, electing instead to revert the deposit to whichever open- processing state it was in prior to being "transmitted".
To revert a "Pending Transmission" deposit to whichever state (Open-Approved or Open-Balanced) it was in before you clicked Transmit, click the corresponding Cancel Transmission (
) icon in the Tasks column. - To select all listed deposits, click the Select All button. To remove any selections you have made in the Select boxes, click the Clear button.
- To refresh the listed deposits, click the Refresh button.
- To create a deposit summary report for the listed deposits, click the Report View button.
) icon in the corresponding Amount Changed column, noting the following:- A deposit item flagged with a Review Amount () icon in the corresponding Amount Changed column indicates an item with an operator-adjusted amount that should be reviewed.
- Clicking a flagged deposit item displays the Edit Item pop-up, allowing you to verify the entered amount (and make any other required changes to the item) before transmitting the associated deposit.