How to Use and Manage the Easy Deposit System in Dormefy

How the Feature Works: #

Dormefy’s Easy Deposit System tackles common issues with dormitory expense management by offering a streamlined solution to handle deposits, withdrawals, and individual charges. This feature provides clear transaction histories and real-time updates for both members and managers, ensuring transparent and efficient financial management.

Deposit System #

The Deposit System is a crucial component of Dormefy that enables each member to maintain a personal account balance. This balance is used to cover various costs associated with dormitory living, excluding seat rent. Members deposit funds for a specific period, and these funds are utilized to manage meal-related expenses. Dormefy automatically deducts costs from each member’s balance, ensuring seamless expense management. Members can view their available balance and total costs for the quarter directly from their personal dashboard. When the balance becomes low, members can easily make a new deposit to recharge their account.

Balance Withdrawing #

The Balance Withdrawing feature allows members to request a return of their deposited funds. Members need to inform the manager to initiate a withdrawal transaction. The manager processes this request, creating a withdrawal transaction that decreases both the member’s balance and the total dorm balance. Only managers have the authority to handle withdrawal transactions.

Individual Charge #

The Individual Charge functionality allows managers to deduct specific amounts from a member’s balance for various charges. Unlike deposits and withdrawals, individual charges do not affect the overall dorm balance. They are only reflected in the member’s personal balance, ensuring accurate and fair charge management.

How to Create a Deposit as a Member #

  1. Login to Dormefy:
    • Access Dormefy via the web or Android app.
  2. Navigate to the Deposit Section:
    • Click on the “Deposit” option from the left sidebar.
  3. Add Deposit:
    • Click the “Add Deposit” button.
    • Enter the desired deposit amount.
    • Click “Create Deposit.”
    • A deposit request will be sent to the dorm manager. Upon approval, the deposit will be recorded and reflected in both the member’s and manager’s deposit histories.

How to Add a Deposit as a Manager #

  1. Login to Dormefy:
    • Access Dormefy via the web or Android app.
  2. Navigate to the Deposit Section:
    • Click on the “Deposit” option from the left sidebar.
  3. Manage Deposit:
    • View the list of active members and find the relevant member.
    • Click the eye view icon in the action column next to the member’s name.
    • On the member’s deposit detail page, click the “Manage Deposit” button.
    • In the popup window, select “Approved” as the deposit type.
    • Enter the deposit amount and a description.
    • Click “Submit.” The deposit will be added immediately, updating both the member’s balance and the total dorm balance.

How to Create a Withdrawal Transaction #

  1. Login to Dormefy:
    • Access Dormefy via the web or Android app.
  2. Navigate to the Deposit Section:
    • Click on the “Deposit” option from the left sidebar.
  3. Manage Withdrawal:
    • View the list of active members and find the relevant member.
    • Click the eye view icon in the action column next to the member’s name.
    • On the member’s deposit detail page, click the “Manage Deposit” button.
    • In the popup window, select “Withdraw” as the deposit type.
    • Enter the withdrawal amount and a description.
    • Click “Submit.” The withdrawal will be processed immediately, updating both the member’s balance and the total dorm balance.

How to Apply an Individual Charge #

  1. Login to Dormefy:
    • Access Dormefy via the web or Android app.
  2. Navigate to the Deposit Section:
    • Click on the “Deposit” option from the left sidebar.
  3. Apply Charge:
    • View the list of active members and find the relevant member.
    • Click the eye view icon in the action column next to the member’s name.
    • On the member’s deposit detail page, click the “Manage Deposit” button.
    • In the popup window, select “Individual Charge” as the type.
    • Enter the charge amount and a description.
    • Click “Submit.” The charge will be applied immediately, affecting only the member’s balance.

How can members track their deposit and withdrawal history? #

Members can view their deposit and withdrawal history on their personal dashboard. All transactions are recorded and accessible for review.

What should members do if they encounter issues with deposits or withdrawals? #

If there are any issues with deposits or withdrawals, members should contact their dorm manager for assistance. The manager can review transaction records and resolve any discrepancies.

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Updated on September 6, 2024