Cash Receipts

In the following section, you’ll find a list of all cash receipts created in the system.
Accounting > Cash Receipts

To create a new “Cash Receipt” choose one of the following:

1. Select a tab at the top of the page (All, Transactions, Comm Advances, Other Payments, Billing, Mortgage Referral, Trust Account Receipts)

   

   OR

2. Simply click “Add a Cash Receipt” and then make a selection

   

Complete the mandatory fields in the “Cash Receipt Profile”

Transaction date: Select the date of the transactionBank GL Account: Select your bank account where the amount wil be deposited