Viewing and Managing Deposit Templates
You can view, import, edit, duplicate, or delete Deposit templates by:
Navigating to the Settings page.
Clicking Templates on the left sidebar.
Selecting the Deposits tab.
Available deposit templates include:
Default Deposit (default selection)
Deposit by Check
Deposit Slip (Compacted)
Deposit by Building
Setting a Deposit Template for a Bank Account
To select the Deposit template for a specific bank account:
Go to the Accounting Accounts page.
Choose the relevant bank account.
Click the 3-dot menu in the top right corner and select Edit.
In the Edit Account modal, scroll down to Deposit print template.
Select your preferred template from the dropdown menu and save.
Note: This option is only available for bank accounts, not other account types.
Printing a Deposit
To print a Deposit:
Navigate to the Accounting Accounts page.
Select the relevant bank account and go to the Transactions tab.
Find the Deposit transaction you wish to print.
Click the 3-dot menu beside the transaction and choose Print.
The printable deposit document will open in a new tab.
What the Deposit Template Includes
The Deposit template provides:
A summary of the deposit, showing counts of checks, eChecks, scanned checks, other payment methods, and bill payments.
A detailed breakdown of all transactions associated with the deposit.
Totals for each section for easy reconciliation.
