HOWTO: Create or Modify a Deposit Record
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Contents |
Overview
The following document describes the procedure for creating or modifying Deposits.
Procedure
Creating a New Deposit
- Navigate to the Deposits List and click the New Form button.
- Select the desired date for the deposit
- Choose the account to which you are depositing checks
- Check the box next to the records you wish to include in this deposit. Records indicated in red are checks that have not yet been assigned to a Deposit.
- Save the deposit to commit the transaction and generate a unique Deposit Number
NOTE: Alternatively, deposits can be created automatically when receiving payment in the Incoming Check Wizard.
Editing an Existing Deposit
- Navigate to the Deposits List and double-click the Deposit Record you wish to modify.
- Check or uncheck records as desired
- Save the deposit to commit your changes
