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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.

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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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If "Add all items" is selected, all Gift Transactions meeting the batch criteria will be included in a Bank Deposit Batch.

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In “Do you want to add the items to a new Bank Deposit Batch or an existing one?”, selecting “Select an Existing Deposit Batch“ list of existing Deposit Batch will display and will let you select which one.

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If the user selects "Create a New Bank Deposit Batch", create a new Bank Deposit Batch witha Processing status and add new bank account.

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After following and inputting the necessary information click OK and a message will display confirming the number of Gift transactions selected and an update message.

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