This flowchart will direct how a deposit should be recorded.
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Are the funds normal pledge or plate offerings for current year?
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YES
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Record deposit to operating account using People module with appropriate fund code
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NO
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Are funds for future year pledge?
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YES
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Record deposit to operating account using People module with appropriate fund code
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NO
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Are funds for specific use, operating expenses, current year?
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YES
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Record deposit to operating account using People module with appropriate fund code
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NO
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Are funds for specific use, non-typical operating expense and/or over a period of years?
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YES
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Record deposit to operating or other appropriate account using People module with appropriate fund code
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NO
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Are funds for non-specific use, time period unknown (i.e. general memorial)?
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YES
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Record deposit to appropriate account using People module if applicable or GJE if not
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NO
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Are funds for long-term non-operating specific use
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YES
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Record deposit to appropriate brokerage account using People module if applicable
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Record Deposits
