Deposit

The Deposit form in CrewCost allows you to record funds received into a specific account. Use this form to log incoming money, assign it to the correct destination account, and attribute each line item to a payee and source account. The Deposit Amount updates automatically based on the items added.

Access the Deposit Form and Fill in the Essentials

The Essentials section contains the required fields that identify the deposit. To open a new Deposit form, follow the steps below.

1. Click + New in the top-right corner of any page.

2. Under the Other column in the dropdown menu, click Deposit.

3. Confirm or update the Transaction date field. It defaults to the current date. Click the calendar icon to select a different date.

4. Review the No. field. It is auto-populated with a sequential number. Edit it only if your workflow requires a custom reference number.

5. Click the To Account dropdown and select the destination account.

Add or Remove Items and Fill In Additional Information

The Items section is where you record each individual deposit line. Each line requires a payee, a source account, and an amount. Follow the steps below to add one or more items.

1. In the first item row, click the Payee dropdown and select a payer or payee from the list. The list shows vendors and agencies from your records.

2. Click the From Account dropdown in the same row and select the source account. You may also click Create a new account... at the top of the list if the account does not yet exist.

3. Enter the value in the Amount field for that row. The Deposit Amount in the top-right corner updates to reflect the total.

4. To add another line, click + New Item (either the button in the top-right of the Items section or the dashed-border button at the bottom of the list. A new row appears.)

5. To delete an item, click the trash icon in the Actions column of the row you want to remove and click OK to confirm the deletion, or Cancel to dismiss the prompt without changes.

6. Type any relevant internal notes for this deposit in the Notes field.

7. Click Save in the bottom-right corner to save the deposit.

Once saved, the deposit is stored in CrewCost with the transaction date, reference number, destination account, and all line items recorded.

See Also

Keep exploring our platform by taking the next step:

• Connect Bank Accounts via Plaid: Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution.

• Manage and Match Bank Transactions: Review, add, match, transfer, or exclude bank transactions automatically as needed.