Trust Accounting - New Bank Deposit

Owned by Karen McDonald
Last updated: Aug 22, 2024 by Queenie Flores
2 min read

  1. To make a Deposit, select the blue New Deposit button. This will take you to the Trust Bank Deposit screen.

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  1. Search for and select the amounts to deposit

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  1. Write in a description for the deposit or leave blank for a system generated description

  2. Select the blue Finalise and Print Deposit button on the bottom left.

     

  3. Print your deposit slip with the green Print Deposit Slip button

  4.  Attach the funds to the deposit slip and take it to the bank. Depending on your bank, you may need to sign and date the deposit slip.

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