You can see cash on deposit for all customers or for any individual customer/job:
To see cash on deposit for all customers
- At the top of the screen, click the Financial tab.
- Click the Other Views button and then click Cash on Deposit.
To see cash on deposit for a specific job
- At the top of the screen, click the Jobs tab.
- If the job you need isn’t shown in the list, use one of the options on the left to view the appropriate list of jobs.
For example, to list all active jobs, click By Status, pick the department name, and then pick Active.
- Click the job to select it.
- Click Go, and click Customer Billing Detail.
Cash on deposit, along with other key figures, is shown near the bottom right.
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