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Deposit Tracking Summary Report

We’re excited to introduce the Deposit Tracking Summary, a powerful tool designed to give you complete visibility into the deposits flowing into your bank account.

🔊Overview:

Whether reconciling books or validating sales and payments, this feature makes it easy to track, verify, and explain every deposit:

Key Highlights:

  1. Instantly view all deposits and their sources

  2. Eliminate manual tracking

  3. Ensure accurate and auditable financial records

✴️ How to Use the Deposit Tracking Summary:

Step 1: Go to the Module "Reports" on the Dashboard

Step 2: Click on the "Management" Tab 

Step 3: Click on Explore All

Step 4: On the landing page of Reports, click on the "Revenue" Tab from the left Navigation menu and select the Plus Icon "" on the right 

Step 4: A window will appear with the option of Add Deposit Tracking Summary, choose a report Name and click on "Create Report".