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How to Create a New Bank Deposit with a Searchable Memo
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Create the Deposit
Search for the Deposit
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Navigate to Brokerage Engine.
Create the Deposit
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Click "Accounting"
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Click the "Quick Actions" Menu Icon.
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Click "New Bank Deposit"
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Select the Account to record the deposit from the dropdown menu.
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The date of the deposit will default to today's date. It can be adjusted using the small calendar icon.
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Select the Payment Method from the dropdown menu.
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Add an optional Accounting Tag by making a selection from the dropdown menu.
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If needed, filter the entries on the Undeposited Funds account by selecting a type from the dropdown menu.
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Or simply search by the Reference Number.
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Select the entries to be batch deposited.
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Type deposit references into the Memo field to make them searchable in the Bank Register.
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Click "Save"
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Click "OK"
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Search for the Deposit
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Click the "Banking" tab.
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Click "Bank Register"
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Select the account from the dropdown menu.
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On the search field, type one of the reference items typed on the Memo.
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