Editing a Deposit
This tutorial will walk you through the steps to edit a deposit in TrustBooks.
Note: You cannot edit the amount of a reconciled deposit. If you need to edit the amount of a reconciled deposit, you must first delete the reconciliation. You can find an article for deleting reconciliations at the following link:
- From the Navigation Pane expand the Clients & Matters drop-down menu to select View Clients & Matters List. This will display all active clients and matters.
- Click the Client's Name containing the matter with the deposit you wish to edit. This will display the Client Information page.
- Select the deposit you wish to edit on the Client Ledger. This will open the Enter Deposit page for the selected deposit.
- From here you can edit the deposit. You can make changes to any of the deposit fields. To save your changes, select Update Deposit:
If a Deposit has already been reconciled, the Amount field cannot be edited and will be greyed-out:
Furthermore, if you edit a reconciled deposit, you will receive a pop-up requiring you to confirm the changes: