How To Add A Bank Deposit Transaction

This type of transaction is only available in the Firm Bank Accounts.

You can use the Bank Deposit  transaction to record a deposit for the firm account. This is helpful when you are using CollectMax in order to keep track of all firm expenses and credits, even those unrelated to collections activities.

Choose the appropriate bank from the list by clicking the button.

Choose Bank Deposit from the list in the Transaction field by clicking the button.  Click the button to continue the transaction.

Select the date by typing in the date with the MM/DD/YYYY format or click the  button to choose a date.

Fill in the amount field, and then type in any information necessary in the Note field.

Click the box if you would like to include this deposit on the Deposit Slip Report.

The funds will automatically apply to the general fund.

Click the button.