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Once a deposit has been created, there are several actions within the system that may be performed.
Unposted Deposits
The following actions may only be performed on unposted deposits.
- Navigate to Accounting.
- Click Banking in the navigation bar, and then click Deposits.
Post a Deposit
- Locate the deposit and click Post.
Edit a Deposit
- Locate the deposit and click the pencil icon.
- Make the applicable changes, and then click Edit Deposit.
Delete a Deposit
- Locate the deposit and click the trash can icon.
- Click Yes to confirm the deletion.
Posted Deposits
The following actions may only be performed on posted deposits.
- Navigate to Accounting.
- Click Banking in the navigation bar, and then select Deposits.
Unpost a Deposit
- Locate the deposit and click Unpost.
View a Deposit
- Locate the deposit and click the eye icon.
View a Journal Entry
- Locate the deposit and click the journal icon.