Deposits: checks and cash to the bank, cleared or bounced
Giving → Deposits lists every check, cash gift and voucher not yet deposited, and the ones waiting to clear. Print it as your deposit slip and mark them as you go.
- 1
Open Deposits
Click “Giving” on the top bar, then the “Deposits” tab.
Giving → Deposits. - 2
Choose what you're taking
“Not deposited yet” shows each check, cash gift and voucher with its date, donor, type, check # and amount, and the total. All are ticked — untick any you're not taking to the bank.
Untick anything you're not depositing today. - 3
Print the deposit list
Click “Print / save as PDF” at the top right. Use it as your deposit list.
Print the list. - 4
Mark them deposited
Click “Mark deposited”. The ticked items move down to “Deposited — waiting to clear”.
Mark deposited. - 5
Mark them cleared
When the bank statement shows they cleared, click “Mark cleared” in the second list.
Deposited — waiting to clear. - 6
If one bounces
Click the donor's name to open that check and click “Mark bounced”. See “A check bounced”.
Tips
- A check split between two commitments counts as one check: depositing or bouncing it does both parts.
- Gifts recorded as “Deposited” or “Cleared” never show in “Not deposited yet”.
- Insights → Health warns when checks wait more than 14 days.
If something isn't working
It says “That's in a closed month — it can't be changed”.
That month's books were closed. An admin can reopen it under Settings → Month closing.
I marked the wrong checks deposited.
Open each one and click “Mark not deposited yet”.
There's no “Mark deposited” button.
Your login can view gifts but not record them. Ask an admin.