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Deposits

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Basics

  • One or more Batches make up a Deposit. Once your Batch has been finalized, the Batches are listed on the Batches page in the Ready to Deposit view.
  • Deposits that haven't been marked as exported (a way to track if they have been added to your accounting system yet) will be listed on the Deposits page in the Ready to Export view.

Video Topics: Creating & Exporting Deposits

0:35 - Create Deposit from Selected Batches Report
1:18 - Deposit Export Tool (Shelby Users)
2:28 - Manually Setting the Exported Bit Field