Familiarize yourself with the deposit workflow by completing these 3 steps in your FastFund environment:
- Navigate to Deposits: Depending on your system integration, navigate to your Deposits window (typically found under the Transactions menu).
- Review Undeposited Items: Look at the Make Deposit list. Notice how every transaction displays the Donor Name, Reference (check number), and Amount. Click the column headers (like Date or Amount) to practice sorting the list in ascending or descending order.
- Practice a Selection: Check the boxes next to two different cash receipts. Observe how the Total Deposit number at the bottom right corner updates dynamically. Click PREPARE DEPOSIT, review the final Bank Account and Date fields, and then click CANCEL to exit without saving.