The companion feature to Deposit is Withdraw.  The screens look very similar but with the opposite effect.

Click on the down arrow key to display a list of all residents.  Highlight and click on the resident that is reporting the withdrawal.  Click OK when the correct name is listed.

The cursor is in the date field with the current date displayed as the default.  Type over the date to enter another date if necessary.  Pressing the <Tab> or <Enter> keys will take you to the following fields.  Enter the amount of the withdrawal and a description, e.g., Beauty Shop, Flowers, Books, etc.  You may either enter a description or double click on that field to bring up the Expense List.  From the Expense List, you only need to click on the expense type for this withdrawal to highlight it and then click OK, and it will be entered into the resident’s record.  We will discuss adding different types of expenses to the Expense List later in this manual.  Enter the check number of the transaction.

The balance will calculate automatically.  If what you have entered is correct, click on Save.  If not, click on Abandon and that record will be erased.  Close will return you to the Resident Trust Fund Main Menu.

The other buttons at the bottom of the screen pertain to accessing other residents’ records.  Using either the Next or Previous buttons, you may scroll through your resident database recording other withdrawals.  If your database is large, or you just need to get to the other end of the alphabet, click on Residents.  This will bring up the list of residents like you did when you initiated the Withdraw function.  Highlight the name of the resident to record a withdrawal from and that patient’s record will be displayed.