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Creating deposits

Create a deposit whenever money is added to one of the district’s bank accounts. With the proper settings, deposits can be recorded simultaneously with receipt creation, but this article discusses the process of creating deposits from previously-created receipts.

To create a deposit linked to previously-created receipts:

  1. Go to Financials Main > Accounts Receivable > Deposits
  2. Create Deposit
  3. Enter the required information
    • Date
    • Number
    • Status
  4. Choose one or more receipts to deposit
  5. Select the bank account to which the money will be deposited
  6. Save