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Deposits

Create a Deposit

Want to create a deposit from one or more batches? Here's how!

  • 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!
  1. Go to Stewardship > Batches.
  2. Select 2. Ready to Deposit view from the drop-down list.
  3. Select one or more Batches to become part of a single deposit to your bank.
  4. Click Tools > Create Deposit.
  5. If applicable, select the Congregation from the drop-down list.
  6. Name the Deposit.
  7. Optional: Select the Deposit Date.
  8. Use the One Deposit Per Batch slider button to select whether you want to create more than one deposit for the batch.
  9. Click Create Deposit.
  10. Repeat these steps as needed for all deposits to be created. You know you're done when the Ready to Deposit view on the Batches page is empty.
  11. Go to Stewardship > Deposits to print deposit reports and/or export the information to your accounting system.
If you'd like, you can manually add an account number to the deposit record by clicking Edit, adding the value in the account number field, and clicking 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 and is for your internal purposes (like views) as is not used by standard reports.
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Last updated: July 16, 2024