Recording New Disbursing Account Deposits

Guide Steps

Two ways to create a new account deposit

You can click the Actions button and select the Create New Deposit option for any Loan/Project you are on

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Or you can create it this way

Navigate to Financial > Other Documents, click the New button, and then the YES button

Click the Account Deposit option at the top

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Enter in all the fields that are highlighted yellow and you can also enter in any notes

The budget code is just used to tie to project in general not that specific code

The Value field is the value of the deposit

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