Objective: Provide an overview of how to use the Post Deposit feature of the Accounting -> Reconciliation page.
Post Deposit (for Integrated Bank Transactions)
The Post Deposit feature records and reconciles a transaction that’s been pushed into Vantaca through the bank integration, but does not have a book-side transaction (associated transaction in Vantaca). Posting this item using the + Post Deposit button will record the transaction on the bank register and automatically create a journal entry for you!
To use the Post Deposit feature, check the box next to the credit on the list of bank transactions (left side) and click the + Post Deposit button.
The Date, Check No, and Amount are pre-populated based on the Bank-side item selected. If no item was selected (such as from a non-integrated Bank), enter that information manually. Enter a description, choose an attachment if applicable and click the + New Item button to enter the GL. You may enter multiple GLs. Click Update to complete.
Please find related content here:
Is it possible to reclass these entries?
Hey Stephanie, yes a Post Expense item can be reclassed from the Bank Register Screen.
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