Solved

Misc Cash Deposit

  • 21 March 2023
  • 4 replies
  • 79 views

Userlevel 4
Badge

What is the simplest way to enter a misc cash deposit? The credit would be a revenue account.

icon

Best answer by vkumar 21 March 2023, 03:50

View original

4 replies

Userlevel 7
Badge +6

@enriquey hi!

have you already created a entry type (found under banking → preferences → entry types)

 

you will then go to the cash account and specify the newly created entry type under the “entry type” tab:

once the entry type is specified, you can create a new cash transaction under the banking module.

1. Specify Cash Account 2. Specify Entry Type 3. Add new line (details are populated from entry try) 4. insert amount 

Remove Hold and release

 

Hope this helps!

 

iqra

Userlevel 7
Badge +11

Hi @enriquey 

Adding to previous solution, an alternate option is to just create a Journal transaction debiting Cash account and crediting required revenue account.

The transaction will reflect on Cash account details and reconciliation reports automatically.

Hope this helps,

Regards,

Userlevel 7
Badge +6

@vkumar that is a great idea and faster! thanks for the alternate option, i will keep that handy for future use 😅

Userlevel 7
Badge +11

Hi @iqraharrison48 

You are most welcome😀

Regards,

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved