New deposits can be added from either Records or Banks

On the Banks page:

  1. Select a bank account from the drop-down list.
  2. Click Create a new deposit under Deposit tasks.
  3. Enter the Deposit Date, Entry Date, Status, Description, Deposit ID, Post Status, and Post Date
    *Note: Default values can be added for payments on the default tab
  4. Select the Payments tab and click Add Payment to add payments to the deposit.

On the Records page:

  1. Click Deposits.
  2. Click Add a new deposit.
  3. Enter the Deposit Date, Entry Date, Status, Description, Deposit ID, Post Status, and Post Date
    *Note: Default values can be added for payments on the default tab
  4. Select the Payments tab and click Add Payment to add payments to the deposit.

    For more information about Deposits refer to the Banks Guide