Deposit Register
Reports
A deposit is an advance payment required by the organization prior to services being provided. Once services have been provided the deposit can be applied to open (unpaid) services or refunded (returned) to the customer. Use the Deposit Register to print a record of regular entries or details for deposit transactions.
Printing Deposit Register
1. Open Connect Utility Management > Reports > Deposit Register.
2. Select a report definition.
3. Enter the Report Dates.
Report dates
How do I change the report date range?
How do I change the date type?
How do I change the date type?
How do I prompt a user to enter a date?
4. Set up the report options.
5. Set up the Selection Criteria, Report Order, Report Sections, and Columns.
How do I set up the Selection Criteria?
How do I set up the Report Order?
How do I set up the Report Sections?
6. Click GO (CTRL+G).
The deposit register prints.
2019.11, 2019Aug08
Include active customers
An active customer is an account that does not have an activation or termination date, has an activation date that occurs before the current date, or has a termination date that occurs in the future.
Include active customers checkbox
Include inactive customers
An inactive customer is an account that does have an activation or termination date, has an activation date that occurs before the current date, or has a termination date that occurs after the current date.
Include inactive customers
Transaction types
Filter transactions by transaction type. To include a transaction type, select the checkbox next to it. To exclude a transaction type, remove the checkmark from the checkbox.
Transaction type
Services
Filter the services that print on the report. You can limit the report to a specific service or group of services. See how to use the features in the Billing and Usage Summary (2m56s)
Services
Copyright © 2025 Caselle, Incorporated. All rights reserved.