Edit a Deposit Date (Back Office)

Once a Deposit has been recorded on a Transaction, the system prevents further changes for security and tracking purposes. To edit dates, ensure users has the correct permissions via Setup / Users/Passwords. Highlight the selected User Name and Edit as shown in screen shot below, then Save.

To Edit the Date, Accounting menu > Search Escrow/Trust deposits, you may need to edit dates to find the correct deposit, disbursement, etc.

Highlight the Transaction containing the Deposit that requires adjustment

Select the Edit Deposit date icon and change the date (icon looks like a calendar with pencil at the top right of the window)

Select Save

*Note that if the transaction(s) already posted to QuickBooks, changing the date in Back Office will not automatically update the deposit date in QuickBooks upon next sync. You will want to remember to do this manually or reverse the transaction(s) from Back Office.

 

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