What are Bank Deposits?
In BoomerangFX, the Bank Deposit screen allows the user to quickly search by date to verify incoming payments from patients.
How do I search for and view Bank Deposits?
First, go to the Bank Deposits screen by selecting Bank Deposits in the Accounting drop down menu.
Then, perform a search by entering search parameters for Start Date (1), End Date (2), Location (3) and whether a funds were Deposited for a Receipt (4). Once this is done, click Search (5) to produce the Search Results.
When the Search Results appear, individual Receipts and payment status can be reviewed by clicking on the appropriate Receipt Number.
How do I edit a Bank Deposit?
Users will only have the ability to update the Deposit status. To do so, click on the appropriate Edit icon.
Users will now be able to change the Deposit status of a receipt (1). Once this is completed, users may either Save (2) or Cancel (3) changes by clicking on the appropriate icon.
How do I delete a Bank Deposit?
Bank deposits cannot be deleted.
Watch quick video tutorial here