button,
then click
the 
tab
which will take you to the pending deposits screen. This feature unavailable in CM500 and CM550. Please contact JST for information about adding this feature.
From the
Main Screen of CollectMax, click the button,
then click
the tab
which will take you to the pending deposits screen.
This screen displays pending bank deposits which have yet to be deposited in the bank.
Start by making a Bank account selection
from the 
field.
Click the 
button to see the
list of bank accounts both firm and trust accounts.
The 
will take you to the
Bank Accounts code screen.
The table will then reflect any pending deposits for this bank account.
Debtor payment entries. 
Client Credit entries. 
Each entry is automatically be selected 
to post with the next deposit. You
may clear all entries by clicking the 
button or clicking
the 
button to select all entries. You
may also change the sort order to display in account
number order. 
To
select this option, click in the 
box.
After you have selected the entries you would
like to post or record as a deposit, click the 
button, select
printer options, 
to get a deposit slip report.
After printing your deposit slip you are
ready to post your deposit record, first select the date of the deposit
. The date will default to todays date. However, you may change
the date by typing the correct date in the field in MM/DD/YYYY
format or clicking the 
and selecting a date. Click the 
button. A
pop-up confirmation window
will appear asking if you would like to post these items.
Click the 
button to post the
entries into the Deposit History.
Click the 
to cancel the posting
processing and post at a later time.
To exit the pending deposits screen, click
the 
to go to the deposits history screen, click the 
to return to the main screen of CollectMax.