This object controls the creation of bank deposit slips for cash and cheque transactions.
Creating List View Button
Go to Set up > Object Manager > Gift Transaction
In Gift Transaction Object, under the Buttons, Links, and Actions
Create a New Button or Link
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Input the necessary information
Label : Add to Bank Deposit Batch
Name: AddtoBankDepositBatch (auto-populate once the label is entered)
Display Type: List Button
Display Checkboxes: ticked
Behaviour: Display in existing window with sidebar
Content Source: Visualforce Page
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Click Save.
Add the List View Button in List View Button Layout and click Edit and add the list view button.
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Click Save and the Add to Bank Deposit Batch button is now displayed in the Bank Deposit List View.
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Adding Records to a new or existing Bank Deposit Batch record
The Bank Deposit Batch record will only include Gift Transactions with cash or check transactions that are paid and have an empty Bank Deposit Batch field. The Add to Bank Deposit Batch page will be displayed.d.
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In the "Which items will be added to the Bank Deposit Batch" window, selecting "Add selected items" allows you to choose multiple gift transactions to add to a batch.
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