Infotech Deposits for Business Central

Infotech Deposits is a Microsoft Dynamics 365 Business Central extension that adds end-to-end customer deposit management.

Use it to:

• Capture customer deposits and post them to dedicated deposit G/L accounts (separate from receivables)
• Track deposits through Customer Ledger Entries and Detailed Customer Ledger Entries
• Apply open deposits to Sales Orders with validation to prevent over-application
• Improve visibility with customer FlowFields (deposit-aware balances)
• Control whether deposits appear in Aged Accounts Receivable reporting

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Key Features

• Clear financial reporting Keep deposits segregated from standard receivables.
• Full audit trail Deposits can be linked to originating sales orders and remain traceable through posting.
• Low-friction user experience Deposit fields are added where users already work (Sales Orders, Customer Card, journals/Bank Deposits, ledger entries).

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Quick Start

Installation

1. Install the Infotech Deposits extension from AppSource
2. Grant the appropriate permissions to users who will be handling deposits
3. Complete the initial setup configuration (see Configuration section)

First Use

1. Navigate to Bank Deposits or the Cash Receipts Journal
2. Explore the interface and begin recording Deposits
3. Review the User Guide for detailed instructions

Configuration

Before using the functionality in production:

1. Visit Customer Posting Groups to configure the General Ledger Acccount settings

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Support & Resources

For support, documentation, or additional information:

• Privacy Policy: https://www.infotech-inc.com/privacy
• License Agreement: https://www.infotech-inc.com/appsource-eula
• Help Center: https://www.infotech-inc.com/infotech-deposits
• Publisher Website: https://www.infotech-inc.com

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Getting Help

Have questions or need assistance?

1. Review the Documentation – Check the User Guide for common questions
2. Contact Support – Reach out to Infotech Consulting Group for technical support

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