Operator Privileges
Goto Setup-->operators
edit the operator group and click 'customer & Vendors' tab
Parameters
Goto Setup-->parameters-->custom viewing option and enable security deposit under 'user interface' tab
Set Minimum Security Deposit Required
Insert field for custom templates
Use &DepositN& to show the 'Minimum Security Deposit Required' as populated on the 'other details' tab of the booking outlined above.
Extract from Output Doc
Apply Security Deposit to the Booking
Security deposit is applied to a booking via the 'Enter a payment' tab.
Or, from the booking grid via right click on the booking, then follow the options below
If the security deposit tab doesn't show up, check your 'user interface' parameters outlined in the previous section
Use Security Deposit as Payment against an Invoice
Security deposits may be converted to pre-payments so that they can be applied against an outstanding invoice
Access the Account payment window from within the booking, via the 
option on the 'Other Details Tab' OR via the 
option via the booking payments tab OR from the customer Grid via the option below
Notice the security deposit is marked as 'refunded' for accounting purposes
It now shows up as a pre-payment under 'Invoices and Payments' tab
Right click on the pre-payment and click 're-apply' to apply the payment to an invoice
The payment will now show up under the invoice it has been applied to
Refund Deposit
Access the security deposit from inside the booking via the payments tab
OR via the option on the 'Other Details Tab'
Alternatively, from the booking grid, right click on the booking and follow the menu options below
Or from the Customer menu via 
Then click the Security Deposits tab. A security deposit can be refunded to the client by simply highlighting the security deposit and click 'Refund Deposit'
Enter the method used to refund and click OK
The refund is time stamped
Deposit Audit Trail
Shows an audit trail of security deposits according to the scope selected
1. Date range
2. Output to printer/screen/word doc/csv
3. View all customers or just the customer used for this booking
4. View security deposits for all operators or just the ones entered by this operator
5. View all bookings within range (i.e. current and archived) or just current bookings
6. View all deposits OR only refunded OR only outstanding
Access the Deposit Audit Trail from the Booking Grid, right click on the booking, then following the menu options below
OR from within the booking via the payments tab
OR from within the booking, via the option on the 'Other Details Tab'
Customer Audit Trail
1. Customer Audit Trail shows all actions according to the scope selected in
2. Output options for completed report
3. Report on bookings or purchase orders
