How to edit a deposit date

Since Emphasys Back Office will always inherit the day you are entering the deposit, there may be instances where the actual date was not correctly selected. Once a deposit has been recorded you cannot go back into the transaction to correct the date, you can however got to the accounting menu, select Search Escrow/Trust deposits.

Highlight on the transaction that you wish to edit the date for, and select the Edit deposit date icon. Change the date and hit Save.

 

A few things to note by changing the date in Back Office does not update the deposit date in QuickBooks that you will need to do manually.

Under the Set up Menu and Users/Passwords, please ensure the user has full permission level 9 in order for the dates to be edited.

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