Next Gen - Deposit and Reconcile
Navigation :
Go to Money Manager >> Deposit and Reconcile.
Under Deposit and Reconcile you will the above options which will help you as explained below.
A> Clear Deposits :
A> Clear Deposits :
Under this page, you will be able to clear the deposits made for your clinic on a daily basis.
once you have checked the deposits made using different payment modes, you have the following options at the end of the clear deposits page.
once you have checked the deposits made using different payment modes, you have the following options at the end of the clear deposits page.
1 > Hold Check : This option can be used to hold checks that needs to be cleared on a later date.
2 > Archive Deposits : After checking the deposits made using different payment types by all the clients, you can use this option for the deposit to get archived and start fresh deposit sheet. (This will clear all the deposits that are checked)
3 > Print Deposit : You can print the deposit report at the end of each day as paper trail. (You need to print the report before you archive the deposits)
B> View Deposits
Under the View Deposit page, you will have the option to look at all the deposits made for the day using different payment types by the clients.
You can click on print deposit for a paper trial.
You can click on print deposit for a paper trial.
C> Unhold checks :
Under this page, you will have the option to look at all the checks that are on hold.
Please click on the check that needs an update and you will find 2 options that appear on the top right.
A> Unhold checks : Unhold check option will help you release the check from being on hold and that can be used as a payment against the invoice.
B> Clear checks : This option will help you clear the checks from the list.
Please click on the check that needs an update and you will find 2 options that appear on the top right.
A> Unhold checks : Unhold check option will help you release the check from being on hold and that can be used as a payment against the invoice.
B> Clear checks : This option will help you clear the checks from the list.
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