Search Deposits
The Deposit Search enables users to efficiently locate deposits using various search options.
Deposit Search View
The Deposit Search View is the main place to search for deposits.
Tip
Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views
From the Main menu, go to Finances > Bank Deposit Reconciliation.
Use the filters available to find the deposit(s) of interest by the Deposit Posting Date and click on the Search button or simply press Enter when you are ready.
To go to the Deposit Details page, click on the Deposit No. field.
Actions on the Invoice Search View
From the Deposit Search View, you can take quick actions on deposits using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:
View Deposit Details (single)
Merge a document (single)
