How to change the bank account on a deposit that was inserted through ParishSOFT Offering integration
- Go to Ledger and Payables → Deposits.
- Click Find Deposit.
- Search for the deposit in one of two ways:
- In the Transaction Number field, enter the deposit number (if known) and click Search.
- OR, click the Show All button if you don't know the deposit number.
- Click the Go button by the deposit you wish to edit.
If you use Primary Subsidiary Bank Accounts, click here to continue. If not, continue to step #5.
- On the Deposit Entry screen click the Bank Account dropdown field and select the bank account you wish to change to.
- Click Submit.
You are done if you do not use Primary/Subsidiary Bank Accounts. If you do, you should have done steps 1-4 above and then you will continue on below.
Primary/Subsidiary Users (cont. from step 4 above)
- Replace the errant bank account with the correct one as follows:
- Remove the account in the subsidiary bank account field in the line item of your deposit.
- Then click the drop-down arrow to get a list of your bank accounts.
- Finally, select the correct bank account.
Note: Do this for every incorrect subsidiary bank account in the deposit.
- Click Submit.
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