Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

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

image-20240319-062026.png
  • 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

image-20240319-062113.png
  • Click Save.

  • Add the List View Button in List View Button Layout and click Edit and add the list view button.

image-20240319-063817.png19.03.2024_14.41.53_REC.png
  • Click Save and the Add to Bank Deposit Batch button is now displayed in the Bank Deposit List View.

image-20240319-064840.png

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.

image-20240206-232043.png

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.

image-20240130-234848.pngimage-20240216-050226.png

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

image-20240130-234906.png

image-20240216-051128.png

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.

image-20240206-232149.png

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

image-20240206-232137.png

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.

image-20240130-235156.png

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.

image-20240226-070929.png

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.

  • No labels