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Access the Receivables module  >Click Manage Bank Deposits

Click New
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Search for existing Bank Deposits using the filters or create a New Bank Deposit.

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Click New to create a new Bank Deposit

Specify a Division, Accounting Period, Bank Account, Deposit Type, Deposit Date >Save.

Select Save to save the Deposit Header.



Specify a Payment Source, Payment Type, Payment Number, Payment Date, Deposit Amount 

Bank Deposit Number: 

Status:  

Bank Account: 

Deposit Type: 

Deposit Date: 

Currency Code: 

Total Deposit Amount > Amount: 

Total Applied Amount: 

Split Amount: 

Total On Acct Amount: 

Total GL Amount: 

Balance Amount: 


Select Save

The Deposit has been created.

Optional: Enter in a Comment
Optional: To create an addition additional payment within the Bank Deposit, click Insert and repeat the above step
Optional: Click Print Deposit Ticket. 

Payment Sources:

Customer: 

Payment Type:

Payment Number:

Payment Date:

Deposit Amount: 

Keyoff Amount:

GL Dist Amount:

On Account Amount:

Applied Amount:

Split Amount:

Bounced Check:

Fully Applied: