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