Sometimes, when your contributions don’t go through your bank, you may want to deposit contribution batches to your accounting. Once the deposit is completed, you will see a new Income transaction on the Account, Category, and Fund you selected when making the deposit. This guide takes you through the entire process. 

Go To Deposits

Find the Deposits feature by going to Contributions > Deposits. 

Add a Deposit

To add a Deposit, click Add Deposit, then configure it as follows:

• Enter the Deposit Details:
  • Choose the Deposit Date;
  • Select the Account to which you want to deposit the funds;
  • Enter a short Description.
    

• Select contributions to add to the deposit: Here is where you will see undeposited contributions that you can select to add to the deposit. You can select one, several, or all contributions; and you can filter the list by date from/to, and by batch.
  
  
  
• Map with accounting: 
  • Select the Accounting Category under which the deposit should be listed as an income transaction. 
  • Select the Accounting Fund under which the deposit should be listed as an income transaction. 
    

Click Add when ready.

Once your deposit is submitted, it is displayed within your list of deposits, along with the deposit number, account, date, amount, and description.

You can view the deposit details, or delete it, from the corresponding options menu.

Alternatively, you can add deposits from under Contributions > Batches. Find the batch you want, click the Options menu, then select Deposit. You can then follow the same steps to complete the task.

Delete a Deposit

You can delete a deposit if you must, but please note that this will also remove all income transactions on the account you deposited to. The operation is irreversible. You must confirm your choice to delete the deposit.