Receipts and Deposits
Use this section to learn adding a finance deposit, learn about posting and printing deposit slips and managing receipts.
About this course
Use this on-demand training guide to understand:
- Posting and Printing Deposit Slips
- Posting and printing deposit slips, including printing a deposit slip that has already been posted.
- Managing Deposited Receipts
- Learn how to delete or edit a receipt that has already been deposited as well as re-deposit the receipt.
- Locate an invoice, receipt or other transaction not appearing on the client ledger.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.