Forum Discussion

ShellyMac's avatar
ShellyMac
Experienced User
6 years ago
Solved

Prepare Bank Deposit will not show up to allocate in my bank feed

My Prepare Bank Deposit will not show up when I click on the amount in my bank feed. What could I have done wrong.  I did five Prepare Bank Deposits before I did this one and this is the only one tha...
  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi ShellyMac 

     

    I think you do need to be careful here to ensure that you are referring to the necessary transaction. As from the way I read the initial post you are looking for the Prepare Bank Deposit transaction i.e. the grouped payment, the second post seems to indicate that you have found the transaction that is going to the Prepare Bank Deposit window i.e. the individual payment transaction. Ideally, you would be looking for the withdrawal from the Undeposited Funds account, which will be the Prepare Bank Deposit transaction to the associated bank transaction.

     

    To answer your enquiry, yes you can delete a Prepare Bank Deposit by selecting the required transaction (so you have the Prepare Bank Deposit window on screen) and selecting Edit>>Delete Bank Deposit. If that option says Reverse or you have selected the individual transaction I would recommend navigating to the Bank deposit transaction and deleting that transaction first.

Steven_M's avatar
Steven_M
Former Staff
6 years ago

Hi ShellyMac 

 

I think you do need to be careful here to ensure that you are referring to the necessary transaction. As from the way I read the initial post you are looking for the Prepare Bank Deposit transaction i.e. the grouped payment, the second post seems to indicate that you have found the transaction that is going to the Prepare Bank Deposit window i.e. the individual payment transaction. Ideally, you would be looking for the withdrawal from the Undeposited Funds account, which will be the Prepare Bank Deposit transaction to the associated bank transaction.

 

To answer your enquiry, yes you can delete a Prepare Bank Deposit by selecting the required transaction (so you have the Prepare Bank Deposit window on screen) and selecting Edit>>Delete Bank Deposit. If that option says Reverse or you have selected the individual transaction I would recommend navigating to the Bank deposit transaction and deleting that transaction first.

ShellyMac's avatar
ShellyMac
Experienced User
6 years ago

Hi Steve_M

I did delete and re-did it and it work.  :-) Thank you so much for your help.

I am getting better every week.

Kind Regards 

ShellyMac

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