Manual Deposits List

By |2021-07-23T15:17:27-05:00March 26th, 2018|Comments Off on Manual Deposits List

Introduction

The Manual Deposits List is used to review, research, and generally manage your manual bank deposits.

Form Access

  • From the main menu, click Banking | Manual Deposits List, or

  • From the toolbar, click the drop-down arrow on the “Make a Deposit” button, then select “Manual Deposits List”.

Usage

Perhaps the easiest way of using the commands available in this list is through it’s right click menu.  The right click menu is identical to the title menu.

  • To create a new deposit, right click anywhere in the list and choose New Deposit from the pop-up menu.
  • To edit a deposit, right-click on it and choose Edit Deposit from the pop-up menu.
  • To delete a deposit, right-click on it and choose Delete Deposit from the pop-up menu.
    • Note: It may not always be possible to perform this action, depending on subsequent bank reconciliations and other historical events which have involved the deposit.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.

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