Deposit Records

The deposit record stores all the information about the deposit you need to track and manage. When you access a deposit, general information appears at the top of the page. This includes the deposit date, status, type, date created, post status, deposit ticket status, and cleared on date.

Additional information about the deposit appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.

To edit a deposit, select Edit on the action bar and make your changes. For example, you might want to create a payment, or change the deposit description. You can also delete and close deposits from the deposit record.