How to Create a Deposit – sigmaphiepsilon

For Income tracking and bank reconciliation purposes, recording your deposits on greekbill is essential. If your chapter is, collecting any deposits and has any refunds or additional income it is highly recommended to record all warranties.

Note: If you utilize Bank Sync then you don't need to create a deposit manually, it will be automatically synced over from the account you synced.

Here's how to create a deposit:

1. From your Admin Dashboard, click on Banking on the left sidebar to go to the Banking Overview

2. Scroll down to the Checks & Depositstile and click Manage

3. Click on the Deposits tab, then click on Create Deposit

4. On the Create Deposit window, please enter the information in the fields provided

Select your bank Account
Select a date Click on TODAY to select the current date
Enter your check number
Select an Account Type
- Either Member or Vendor
Enter a description detailing your deposit
Select eitherCashorCheckfor your Payment Method
Enter a Debit Amount

5. Click Submit