Changing a deposit
| Note: | You cannot change a deposit that is already cleared on the bank register. |
- From the Manage menu, click Client Receipts.
- Click the Deposits tab. This table contains a list of existing deposits.
- To change the
deposits that appear in the list, click
(Change View) and make selections on the Change
View window. - Click the deposit you want to change, and click Edit. This table contains a list of receipts for the deposit you selected. If the Cleared check box is selected, the deposit is already cleared on the bank register and you cannot make changes to it.
- Make changes to the deposit information as needed:
|
To |
Do this |
|---|---|
|
Add a receipt |
Select the Deposit check box on the row of the receipt you want to add to the deposit. |
|
Remove a receipt |
Clear the Deposit check box on the row of the receipt you want to remove from the deposit. |
You cannot change the date on a deposit. However, you can exclude a receipt from the deposit and then add that receipt to a deposit with a different date.
- Click Save.
