Viewing Deposit History

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Overview

The deposit history page shows all recorded deposits across the organization. Use this to verify transactions, reconcile cash, and review member contribution patterns.

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Accessing Deposit History

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Deposit History Table

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Information Displayed

For each deposit, you can see:

• Date: When deposit was received (transaction date)
• Member: Organization user who made the deposit (name and email)
• Amount: Deposit value in organization currency
• Bank Account: Which account received the deposit
• Type: Deposit type (regular)
• Created At: When the record was created in the system

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Sorting

Click column headers to sort:

• Transaction Date: Sort by deposit date
• Created At: Sort by record creation time
• Amount: Sort by deposit amount
• Member Name: Sort alphabetically by member name
• Member Email: Sort by email address

Sort order: Click once for ascending, click again for descending Default: Sorted by transaction date (newest first)

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Filtering Deposits

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By Date Range

Use date filters to view deposits within a specific period:

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By Member

Filter to see deposits from a specific member: You can also filter by entering the organizationUserId directly if you know it.

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Search by Name

Use the search field to find members by name - the system will filter deposits matching the search term.

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Pagination

Deposits are paginated to improve performance:

• Use page controls to navigate through results
• Adjust page size to show more or fewer deposits per page
• Default page size varies based on system configuration

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Viewing Deposit Details

Click on a deposit row to see:

• Complete transaction information
• Associated journal entry
• Debit and credit accounts
• Audit information (created by, creation date)

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Summary View

Use Savings → Savings by User to see:

• Total deposits per member
• Current savings balance
• Missing contributions (if contribution rules are set)
• Sort by total amount, missing amount, name, or email

This aggregated view is useful for:

• Identifying top savers
• Finding members with missing contributions
• Quick balance checks

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Alternative Views

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Organization User Page

View a specific member’s deposits:

1. Navigate to Organization Users
2. Click on member name
3. Go to Savings tab
4. View Savings Records

This shows the member’s complete savings history with monthly breakdown.

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Savings Analytics

For organization-wide insights:

1. Navigate to Savings → Analytics
2. View deposit trends, top savers, contribution health
3. Filter by date range for specific periods

Learn about savings analytics →

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