If your chapter received income that was not processed through greekbill you want to account for it within your budget and finical reporting, by posting a deposit.
How to Post a Deposit:
NOTE: If your chapter’s bank account is synced, it will automatically load as a line item to be categorized once it is deposited in your chapter bank account.
If your chapter’s bank account is not synced, you can do a manual post through the banking module,
Banking module >
Check & Deposits >
Click on the Deposit Tab>
To create a New Deposit Click Create Deposit >
Fill out the details of the deposit:
- Bank Account - account deposit is deposited to
- Date – The date deposit was made
- Received from - Vendor where the deposit came from (This could be a refund amount)
- Account – Income account that the income should be applied to
- Description
- Payment Method – (Cash, Check, or Other)
- Reference No - Like a check number, it is here to help track your deposits
- Deposit Amount
- Memo
You will need to add all the information from the deposit and assign it to a chart of accounts and Submit.