Uncashed deposits

A Uncashed deposit is a trust deposit added to a transaction, but not yet deposited into the system.

Manually record the deposit

From the home page >> Click on the number to the right of Uncashed Deposits.

• Then click on the uncashed deposit you wish to manually record.

• Then scroll down to the Deposits section.

• Right-click on the bank icon, then select New Deposit.

• You will need to select the Bank Account , then click on the green checkmark to the right. In this example, the bank account is Trust.

• You will then need to enter the Deposit Number as well as the Deposit Date.

NOTE: We recommend using the deposit date or the address as the Deposit Number.

• Enter the Address of the uncashed deposit.

You will be automatically redirected to this page (see below).

• Click on Submit.

• Click on Submit again to cash the deposit.

NOTE: This deposit will no longer be visible on your homepage.