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, users must have full permission access (level 9) in the system.

From the Accounting menu > Search Escrow/Trust deposits

Highlight the transaction containing the Deposit that requires adjustment

Select the Edit Deposit date icon and change the date

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 to this manually or reverse the transaction(s) from Back Office

 

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