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June 2, 2024
Question

HOW DO I FIND MY BANK DEPOSIT I WAS WORKING ON TODAY?

  • June 2, 2024
  • 1 reply
  • 0 views
I SAVED IT AND WENT TO ANOTHER TRANSACTION AND NOW WHEN I SEARCH FOR IT I CAN'T FIND IT

1 reply

June 2, 2024

I'll walk you through how to locate the bank deposit transaction you've saved, mamamohr.

 

After saving the bank deposit, you can locate it in the recent transactions section. Please refer to the attached screenshot for a visual guide.
 


 

Since the bank deposit did not show up when you searched for it, we can pull up the Deposit Detail report to view the list of the transactions you saved during that specific period.

 

Here's how:

 

  1. Go to the Reports menu, then enter Deposit Detail in the search bar.
  2. Set the reporting period to Today. Feel free to modify it.
  3. A list of all bank deposits you've made and saved will appear.



If the transactions you are looking for are not on the list, it could be that they weren't saved successfully or were accidentally deleted. We can verify this by checking the audit log.

 

To pull up the Audit Log:

 

  1. Hover over the Reports menu. Select Audit Log in the Business Overview area.
  2. Set the Date Changed to Today.
     


 

Moreover, you can customize and memorize your report. This feature saves you time from doing the customization process again.

 

The steps outlined above will help locate the specific bank deposit you are searching for. If you need additional queries or concerns, I'm still here to help. Stay safe!