Creating a Deposit

If your Account Administrator has granted you access, you can create a Deposit from the Accounting area.

First, go to the Accounting area and click Add Deposit. Fill in the details of the deposit total, amount and give the deposit an easily recognizable name to help any other staff in linking contributions to the deposit.

Now, when you add a new contribution, you can select which deposit the contribution is for and it will appear in the Deposit details page.

In the above example, the amount next to Total Deposit shows you are $500 short on this deposit. You can view which contributions are linked to the Deposit by clicking the name of the Deposit to enter the detailed view.