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
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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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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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Generate Bank Deposit Slip
A Bank Deposit Slip will only be generated if the Batch Status is Open and no Salesforce file is attached to the record.
When Generate Bank Slip is clicked on a Batch Deposit Batch, a message will show that the generation is in progress and the Batch Status is updated to Processing.
When the bank slip generation is done and successful, the Batch Status will be updated to Generated. The When Generated field is set to the current date/time. A pdf file is generated based on the Bank Deposit Batch and its related Gift Transactions and is linked to the Bank Deposit Batch record.
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If the process is Unsuccessful, the Batch Status is updated to Failed and status message contains the details on why the bank slip is not generated.