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Creating a New Deposit

Creating a New Deposit

Video Demonstration:

Step-by-step Guide:

  1. Click "Accounting" in the Main Header Bar.
  2. Click the "Deposits" tab.
  3. Click "Create New Deposit".
  4. The transactions in the list, are all transactions since the last deposit. 
    1. Tip: For ease in narrowing down the list of transactions, use the filters to the left of the transaction roster.
  5. To remove individual transactions, click the trash can to the left of the transaction.
  6. To restore a removed transaction, click the restore symbol to the left of the transaction.
  7. To view a summary, before finalizing the deposit, click the "View Summary" link to the left of the "Create Deposit Button".
  8. When you are done selecting the transactions and reviewing the deposit summary, click "Create Deposit".
  9. A dialog will appear stating that the transaction was a success.
  10. To return to the Deposits Overview click "back to overview" at the top of the filters widget.


Video Demonstration: 





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