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BusinessRecord Deposits
By Mollieroberts
Category: Business. Viewed 128 times. Created December 2013.     Disclaimer.   
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This flowchart will direct how a deposit should be recorded.

                 
Are the funds normal pledge or plate offerings for current year?
YES
Record deposit to operating account using People module with appropriate fund code
 
 
 

NO








Are funds for future year pledge?
YES
Record deposit to operating account using People module with appropriate fund code
 
 
 

NO








Are funds for specific use, operating expenses, current year?
YES
Record deposit to operating account using People module with appropriate fund code
 
 
 

NO








Are funds for specific use, non-typical operating expense and/or over a period of years?
YES
Record deposit to operating or other appropriate account using People module with appropriate fund code
 
 
 

NO








Are funds for non-specific use, time period unknown (i.e. general memorial)?
YES
Record deposit to appropriate account using People module if applicable or GJE if not
 
 
 

NO








Are funds for long-term non-operating specific use
YES
Record deposit to appropriate brokerage account using People module if applicable