You can access the Agent Deposits page by clicking on 'Agent Deposits' under the 'Advanced' section in the left sidebar. This page allows administrators to manage deposits made by agents.
1. Add New Deposit
To add a new agent deposit, click the "Add New Deposit" button. This will open a modal where you can enter the new deposit's details, including:
- Agent: Select the agent who made the deposit.
- Deposit Date: Enter the date the deposit was made.
- Deposit Amount: Enter the amount of the deposit.
- Payment Method: Select the payment method used for the deposit (e.g., Cash, Cheque, Direct Deposit).
- Reference Number: Enter any reference number associated with the deposit.
- Notes: Add any relevant notes or comments about the deposit.
- Created By: The user who created the deposit record (auto-filled).
- Location: The operational location where the deposit was made (auto-filled).
Click "Save" within the modal to save the new deposit record.
2. Agent Deposits Table
The main section of the page displays a table listing all agent deposits with the following columns:
- Agent: The name of the agent who made the deposit.
- Deposit Date: The date the deposit was made.
- Deposit Amount: The amount of the deposit.
- Payment Method: The payment method used for the deposit.
- Reference Number: Any reference number associated with the deposit.
- Notes: Any notes or comments about the deposit.
- Created By: The user who created the deposit record.
- Created On: The date and time when the deposit record was created.
- Updated On: The date and time when the deposit record was last updated.
- Actions: Contains icons for performing actions on the deposit record:
(Edit icon): Click to edit the deposit's details. This opens an "Update Agent Deposit" modal.
(Delete icon): Click to delete the deposit. This opens a "Delete Agent Deposit" confirmation modal.
The table also includes pagination controls and a search bar to filter deposit records.