Thanks for joining the Community, AegisSCG.
Payments can be matched with deposit records to from your Make Deposits screen.
Here's how:
- From the Homepage, go to Record Deposits / Make Deposits.
- In your Payments to Deposit window, choose which payments you want to combine.
- Hit OK.
- In the Make Deposits window, pick an account you want to put your deposit into from the Deposit to drop-down list.
- Check your deposit total. Confirm the account and selected payments match your deposit slip from the financial institution.
- Enter the date you made your deposit with the bank.
- Enter a memo if necessary.
- Select Save & Close.
I've also included a detailed resource about working with bank deposits which may come in handy moving forward: Record & make bank deposits
If there's any questions, I'm just a post away. Have a wonderful day!
