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Reviewing and editing a bank deposit

Updated over 3 months ago

After you have entered a bank deposit in Kube, you can review the deposit details and edit the deposit memo as needed.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

TIP: Click the Activity Feed button on the right side of the screen to see the bank deposit activity log or to add a comment to the log.

To review and edit a bank deposit

  1. Select Accounting in the top menu and select Bank Deposits from the drop-down menu.

  2. Locate the deposit in the grid and click the deposit.

  3. To review more information about the bank deposit, select Deposit Slip in the side menu.


    TIP: You can print the deposit slip by clicking the Print button.


  4. To edit the deposit memo, click the Edit button.

    1. Complete the Memo field.


      NOTE: You can only edit the Memo field of the bank deposit.


    2. Click Save.

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