Viewing a Deposit

Prev Next

Deposits previously created by the user can be viewed using the Cash Receipts option.

How to view a deposit:

  1. Select the Cash Receipts menu (or select the Cash Receipts menu and then Deposits).

  2. On the Cash Receipts screen, select the Deposits tab if not already selected.

  3. The deposits previously created by the user in the last six months display showing the applicable status (Deposit Pending, Deposit Pending Locked, or Deposited). If desired, change the filters to modify the deposits listed on the screen.

  4. To view the details and cash receipts included in a deposit, click the More () button to the right of the deposit and select View/Edit, or double-click on the deposit.

  5. After viewing the deposit, click the X to close.