Navigate to Deposits tab of Transaction and select EDIT
Select “Escrow/Trust Deposit” icon
Within the Escrow/Trust Deposits window, select ADD.
Select the appropriate Action: Deposit, Disburse, Issue Term Deposit/GIC, Redeem Term Deposit/GIC, Reverse or NSF-Non-Sufficient Funds and complete the rest of the details as usual.
If Action = Reverse, you MUST use the SAME DATE as the original deposit.
Once entered, you can place check in “Post Immediately” then SAVE or SAVE and send the Escrow/Trust Deposits via Accounting / Update Escrow/Trust Accounts
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