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Deposits

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Post a Deposit

Navigate to Deposits from the Home page. Click the Deposit ID (DepositID) number. Select Post from the left-side menu. Note: A missing Transaction ID (TransID) means the Deposit has not been Posted. ...

Last updated: September 4th, 2018 by Nick Miles

Unpost and Edit a Deposit

Navigate to the Deposits page. Click the Deposit ID (DepositID) number. Select Unpost from the left-side menu.  Select Edit from the left-side menu. Once all edits have been made, click Save....

Last updated: September 4th, 2018 by Nick Miles

Find Recent Deposits*

From the Home page you can select Deposits under the Accounting column to see individual payments deposited. The Deposit page will show a list of Recent Deposits, including the date, which Account the deposit went into, which Fund it was for, the employee who entered it, the total amount and the associated transactions. You will be able to view each...

Last updated: August 22nd, 2018 by Dana Kinsey

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