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Deposits

Use deposits to record the payments you deposit into your bank account. Once you create an open deposit, you can add an unlimited number of payment receipts to the deposit.

The Deposits list in Treasury displays all the deposits you have in the system. From this page, you can access all your existing deposits, and add new deposits. To edit a deposit in the list, select next to the deposit number, and then select Edit. To open a quick view of the deposit without leaving the list, you can simply select the record name directly from the list, instead of using the context menu. This quick view of the record opens on the right side of the screen.

You can reorder the columns in the Deposits list by dragging and dropping the column headers. To change the column headers, click Choose columns, select what to include, and click Apply changes.

Tip: The total number of deposit records appears above the list. If you have multiple pages of deposits, use the page navigation that appears at the bottom of the list. This way you can easily move from page to page.

To quickly locate the deposit you want, use the search or filter the list.