Client layout
Cash Deposit History
Review and approve or reject submitted deposits.
Open the page
In the Client layout, select Finance → Cash Deposit History
(/cash-deposit-history). Available to client and accountant accounts.
Review a deposit
- Select the Pending tab and click Review on a deposit.
- Verify the warehouse, depositor, bank account, date, amount, and attachments.
- To approve, enter the bank transaction number in Deposit reference and click Approve deposit.
- To reject, enter a Rejection note and click Reject deposit.
- Check the appropriate status tab for the result.
Deposits originate from Cash Deposit Details. Check account information in Banks.
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