Print a bank deposit slip

Summary

Learn how to print or reprint a bank deposit slip for any cheque or cash deposits made from your trust account.

If you need to reprint a Bank Deposit Slip for cheque or cash deposits, you can quickly do so using the Receipts screen. This is helpful when you need an additional copy for your records or for your bank.

To reprint a bank deposit slip

• Go to: Accounting > Trust
• Select Receipts

In the filter panel on the left-hand side:

• Select the Trust Account the deposit was made
• Enter the Date Range that covers the deposit date
• Tick Banked to view banked transactions only

• Select the items that appeared on the original bank deposit slip you want to reprint

• Click Save to PDF
• Select the Template – Bank Deposit Slip

• Click Save to PDF

The PDF file will automatically download and open on your system or browser.

• Click the Printer icon

• Click Print

If you’re unsure which transactions were included in a specific deposit:

• Go to: Accounting > Trust > Reconciliation
• Look for a Multiple transaction entry that matches the banked data
• Review the details to confirm which receipts were included in that deposit

Once you have noted the receipt numbers or dates of the included transactions.

• Return to Accounting > Trust > Receipts and use those details to locate and select the same receipts
• Follow the steps above on how to reprint a bank deposit slip to generate and print the deposit slip again