Payments for tenants or owners made manually or through multi-pay may initially appear under the Undeposited Funds account.
If you prefer collected checks to deposit automatically, contact Property Matrix support to adjust this setting.
Creating a New Deposit
Click Accounting in the left navigation menu.
Click Accounts.
Click Actions.
Select New Deposit.
Completing the Deposit
The New Deposit window lets you select the information needed to move the proper funds into the correct account.
Bank Account: Choose the desired bank account from the dropdown.
Show All Checks: Check this option to view all undeposited payments.
Select Payments: Mark the checkbox next to each payment you want to deposit.
Finalizing the Deposit
Click Save once you’ve selected all payments.
After saving, you can print a deposit slip for your records.
A confirmation message will display, and the deposited funds will appear in the chosen account.