Guide/TutorialsGuide/Tutorials

Printing   Deposit Slips

Deposit slips group checks and cash into one printable bank deposit. They’re built to be fast, accurate, and printer-ready — perfect for end-of-day or batch banking.

How a Deposit Slip Is Structured

A deposit slip has two main parts:

Bank & Summary header

• 01
  Shows selected corporation and bank details.
• 02
  Shows totals: Total items, Total cash, Total checks, and Grand total.
• 03
  The Date is editable so you can set the deposit date you want printed on the slip.

Checks & Cash breakdown

• 01
  Checks area: up to 7 check entries. Each entry has Payee Name, Check Number, and Amount.
• 02
  Cash area: denomination inputs for $100, $50, $20, $10, $5, $2, $1. The system automatically calculates the cash total from these fields.

Everything is summed automatically — you only enter the check amounts, check numbers, and cash counts/amounts. The app shows running totals so you can confirm before printing.

Create a Deposit Slip — quick flow

• 01
  Open Deposit Slip
• 02
  Choose the Bank (the bank switch tag at the top helps you change active bank). If only one bank exists, it’s selected by default.
• 03
  Add up to 7 checks: for each, enter the Name, Check #, and Amount.
• 04
  Enter cash breakdown (100, 50, 20, 10, 5, 2, 1). Totals update automatically.
• 05
  Use the two action buttons:
• •   Print Slip — saves the deposit slip and opens the print preview so you can print immediately. After printing you return to the deposit editor/view.
• •   Save Slip — saves the deposit slip to the system and resets the inputs so you can start a new one.

Edit & Reprint

• 01
  Any saved deposit slip can be edited later (change check amounts, check numbers, date, or cash breakdown).
• 02
  From the deposit list you can print a single slip or select multiple slips and click Print Selected to produce batch prints.

View All Slips — manage & filter

The View All Slips page acts like your deposit ledger.

Filters (Admin):

• 01
  Filter by Bank
• 02
  Date before
• 03
  Date after
• 04
  Filter by User

Filters (User):

• 01
  Filter by Bank, Date before, Date after (user filter not shown)

List View Columns:

• 01
  Select (for multi-print)
• 02
  Date (deposit date)
• 03
  Bank (which account was used)
• 04
  Amount ($) (grand total)
• 05
  Actions — Print and Edit

Admins see every slip created by anyone; regular users see only the slips they created.

Small but important behaviors to remember

• 01
  The deposit slip uses the currently selected bank — if multiple banks exist you can switch quickly using the top bank tag across pages.
• 02
  Deactivated banks remain visible for historical records, but are not used for creating new deposits.
• 03
  The deposit date is editable so printed records match your bank deposit date, even if you prepare slips in advance.

All fields and buttons are designed to minimize mistakes — the sums are calculated for you and actions are clear: Print = save + open printer; Save = save + reset.
Your deposit slips will look like bank-ready documents and reflect the checks and cash exactly as entered.