Track Active Customer Deposits with the New Deposit Liability Report

We’ve introduced a new report to help you gain complete visibility into customer deposits across your business.

The Deposit Liability Report shows the total amount of active deposits currently held against all customers, giving you an instant snapshot of your outstanding deposit balance.

Each record includes key details such as the deposit invoice number, booking reference, customer name, payment method, total value, and remaining balance, making it easy to track and reconcile deposit funds.

This report is designed to provide financial transparency and simplify end-of-month reconciliations, allowing you to:

• View total deposits held at any given time
• Identify unclaimed or refundable balances
• Export data for accounting or compliance reporting

By consolidating all deposit activity into a single view, Loopit gives finance and operations teams the clarity they need to manage customer deposits confidently and accurately.