This object controls the creation of bank deposit slips for cash and cheque transactions. Please note that you can only add Gift Transaction records to a Bank Deposit Batch.
Create the List View Button
Go to Set up > Object Manager > Gift Transaction
In Gift Transaction Object, under the Buttons, Links, and Actions
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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 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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Total Cash Amount = overall total Original Amount of ALL Gift Transaction (Payment Method = Cash) records linked to the Bank Deposit Batch record
Total Check Amount = overall total Original Amount of ALL Gift Transaction (Payment Method = Check) records linked to the Bank Deposit Batch record
Total Transaction Amount = total of Total Cash Amount and Total Check Amount (auto-calculated)
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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.
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