New Deposit
Getting Started
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StewardAccess:Super AdminFinance Admin
Getting Here
Navigation: Steward → Deposits → New Deposit
You can also reach this page from a Session Detail page by clicking “Create Deposit” — the session will be pre-selected.
Overview
The New Deposit page lets you group one or more unlinked sessions into a bank deposit. You select sessions from a list of available (unlinked) sessions, choose a bank account, enter the deposit date and optional bank reference, and create the deposit.
Fields & Controls
Session Selection
| Field | Type | Description |
|---|---|---|
| Session Checkboxes* | Checkbox list | Select sessions to include in this deposit. Only unlinked sessions (not already in a deposit) are shown. |
| Select All | Checkbox | Toggle all visible sessions on or off. |
| Search | Text input | Filter available sessions by session number or service name. |
| Session Number | Text | Session identifier shown for each row. |
| Service Name | Text | Service window name or service instance title. |
| Actual Total | Currency (CAD) | Total amount of transactions in each session. |
Deposit Details
| Field | Type | Description |
|---|---|---|
| Deposit Date* | Date picker | Date the deposit is made to the bank. Defaults to today. |
| Bank Account* | Dropdown | Select the bank account to deposit into. Defaults to the account marked as default. |
| Bank Reference | Text input | Optional bank reference or slip number for reconciliation. |
| Notes | Textarea | Optional notes about this deposit. |
| Combined Total | Currency (CAD) | Calculated sum of all selected session totals. Displayed in the summary area. |
Actions
Create a Deposit
- Select one or more sessions by clicking their checkboxes
- Verify the combined total in the summary
- Set the deposit date (defaults to today)
- Select the bank account from the dropdown
- Optionally enter a bank reference and notes
- Click “Create Deposit”
- You are redirected to the Deposit Detail page for the new deposit