How_do_I_search_for_a_deposit_without_any_activity_2023.11_

How do I search for a deposit without any activity? (2023.11)

If a customer has a deposit, then the customer should also have transactions that show the deposit was recorded and how the deposit was applied. There's an issue when a customer has a deposit, but the transaction for the deposit is missing from the customer's transaction history. 

This option is included in the 2023.11 release. 

 

Searching for deposit without any activity

1. Open Connect Utility Management > Organization > Checkout.  

2. Click to select Check for Deposit Activity Without a Deposit. 

Deposit Information

 

 

3. Click GO (CTRL+G). 

The error report will list any customers who have a deposit who do not have deposit activity. If there are customers who are listed with this issue, contact customer support for assistance at (800) 228-9851. 

 

202311, 2023Oct31

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Error: Customers with deposit activity but no deposit

      Issue A transaction that records a deposit exists but the customer doesn't have a deposit that shows up on their account. Explanation If deposit activity is recorded, then the customer should have a deposit. Solution Contact customer service at (800) ...
    • How do I search for customers with deposits who are missing a deposit service? (2023.11)

      If a customer has a deposit, the the customer should have a billing service tied to the deposit. Finding a customer who has a deposit that is not tied to a billing service is an issue that needs to be fixed by refunding the deposit, adding the ...
    • Webinar: Activity codes (09m37s)

      In this webinar, learn: What is an activity code and why they are useful (for example, for tracking grants) How to set up a new activity How to troubleshoot an activity that isn't showing transactions for a journal How to make changes to an existing ...
    • How do I allow service deposit?

      Set up a service to allow a deposit. When a service allows a deposit, adding the service will add the service deposit to the list of services that allow a deposit. As you set up a new customer, you can choose to add or not add the service deposit. ...
    • Error: Meter activity with invalid dates

      Issue A meter activity transaction has an invalid date. Explanation Meter activity with invalid dates can cause billing issues. An invalid date can occur when the period date and rotation period do not match the expected period date and rotation ...