Deposits

The Deposits panel groups all payments by deposit number and date. 

Open the Deposits form by selecting it from the Forms panel under the Financial category.

 

 

 

• Select a From Date on the bottom of the panel to display all deposits with a deposit date on or after the selected date.

 

TIP: If a From Date is not selected, all deposits in the system will be listed each time. To avoid a possible delay in loading all the data, always have a From Date selected by setting the Auto-Value.

 

• Expand the deposit row to view all payments included in each deposit.

 

• Add a new deposit by clicking the icon on the toolbar to launch the Make Deposit utility.