NextGen - How do I clear my day to day deposit?

NextGen - How do I clear my day to day deposit?

1) Please click on the money manager icon as shown below. Navigate to deposits and reconcile Then click on clear deposit. 



2) Click on the archive deposit option to close the account for the day. You can also hold all the checks received as a payment mode during the day as shown below in the image.


    • Related Articles

    • NextGen - How to View deposits and Clear deposits ?

      1) Please click on money manager. Navigate to deposit and reconcile and click on clear deposit or view deposit.  A > Click on money manager. B > Deposit and reconcile. C > Clear/ view deposit.
    • 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 :  Under this page, you will be able to clear the deposits made for your ...
    • NextGen - How to generate report on Performed Plans by Provider (Day Sheet) With Avg Cost ?

      1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Performed Plans by Provider (Day Sheet) With Avg Cost. 3) Select the dates >> Select the ...
    • NextGen - How to check on Archived deposit report ?

      1) Click on the statistics and reports icon as shown below and click on accounting.  A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Archived Deposits. 3) Select the dates and you have various options to pull up the report ...
    • NextGen - How to check on Archived cash deposit report ?

      1) Click on the statistics and reports icon as shown below and click on accounting.  A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Archived Cash Deposits and select the dates accordingly and click on apply filter. Also, ...