Manage Deposit Date
Feature Overview
⚠ OPTIONAL FEATURE
Manage Deposit Date is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Manage Deposit Date?
Manage Deposit Date lets you set or update the deposit date on a payment record. When a deposit date is applied, it is automatically carried through to all of the individual credits tied to that payment, keeping everything consistent without any extra manual steps.
How to Use It
- Select the payment record you want to update.
- Trigger the Manage Deposit Date action.
- A pop-up window will appear with a Deposit Date field. Type in the date or use the date picker.
- Click Submit to apply the date, or Cancel to close without making any changes.
What Happens After You Submit?
- The deposit date is saved on the selected payment.
- The same date is automatically applied to every credit line associated with that payment.
- A confirmation message appears on screen.
- The page refreshes automatically to reflect the updated date.
Heads Up
- This action only works on payment records. Running it on a different record type will result in an error.
- This action supports batch updates — if multiple payment records are selected, the same deposit date will be applied to all of them at once.
- The deposit date applies to all credits under the payment at once — there is no way to set different deposit dates per credit line through this action.
Getting Access
This feature must be manually added to your account by a developer or admin. Contact your admin or support team to request access.