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Deposits

Undo a Deposit

If needed, you can correct batches that were incorrectly deposited together.
Note: This should only be done if the deposit has not been exported. If the deposit has been exported and there is a GL impact, see GL Corrections.
  1. Go to Stewardship > Deposits, and open the Deposit record.
  2. On the Batch tab, select the batches.
  3. Transfer the Batches to the Batches page.
  4. From the Actions menu, select Assign.
  5. Select the Deposit field, and select Clear.
  6. Click Save.
Your Batches are now waiting to be deposited again. Deposit and process them as usual. Select the Empty Deposits view. The empty deposit can be deleted.
Note: There should be no dependent records. If there are, double-check that all batches have been removed.
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Last updated: July 12, 2024