Accounts Receivable
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      Viewing & Recording Deposits

      Accounting can view & record deposits in BindHQ by accessing the Bank section in the Administration Tab

      Applies to:

      • Accounting
      • Administrators
      Last Updated: September 2020

      This article explains how Accounting can view and record deposits by accessing the Bank section in the Administration Tab.

      There are two sections to this article

      Viewing a Deposit

      1. To view a deposit, navigate to the Accounting tab and select the Bank section.

      2. Click Browse & view deposits.

      Recording a Deposit

      Record deposits in BindHQ after they have been processed (for example, after checks are dropped off at the bank).

      1. Navigate to the Accounting tab and select the Bank section.
      2. Click Record a Deposit.


        The New Deposit page opens and shows all open transactions that have been applied to the Undeposited Funds account.
      3. (Optional) To refine the number of transactions that display, click Add Filters in the top right corner and select a user to filter the list by, then click Apply Filters.

      4. Select a transaction to deposit by checking the checkbox to the left of the transaction.
      5. Use the Bank Account drop-down to select a bank account to deposit the funds into.
      6. (Optional) Use the Division drop-down to select a division if applicable.
      7. Ensure the Posted At date is correct or click Pick and use the calendar to select the correct date.
      8. (Optional) In the Memo field, enter any internal notes about the deposit (for example, the deposit date).
      9. Click Deposit Payments.

      10. The payment is deposited and the Deposit Detail page opens, showing the transaction details and summary.
      11. By default, the Payments details display along the bottom of the page.
      12. Users can select GL Impact or Audit to view those details.