Create a Deposit

It's helpful to have your bank deposit slips handy as you complete this process.

Note: We recommend you use the Create Deposit Tool for the best experience!

In the navigation menu, click Contributions > Batches.
Select the Ready to Deposit view from the drop-down list.
Select one or more batches to become part of a single deposit to your bank.
Click Tools > Create Deposit.
If applicable, select the congregation from the drop-down list.
Name the deposit.
Optional: Select the deposit date.
Use the One Deposit Per Batch slider button to select whether you want to create more than one deposit for the batch. To create more than one deposit for the batch, make sure it's on. To make one deposit for the batch, make sure it's off.
Click Create Deposit.
Repeat these steps as needed for all deposits you want to create.

Tip: You know you're done with the Ready to Deposit view on the Batches page is empty.
To print deposit reports and/or export the information to your accounting system, go to Contributions > Deposits.

Watch & Learn

If you'd like, you can manually add an account number to the deposit record. To do this, click Edit, add the value in the account number field, and click Save. When you use the Create Deposits from Selected Batches report to create deposits, this value is set as zero. This value is a way to record which bank account on the GL a particular deposit was settled into. It is for your internal purposes (like views) as is not used by standard reports.

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Create a Deposit

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