Creating Companies On Deposit

Accounts > Export Documentation Deposits (see your admin if it says you don’t have permissions)

Find the company either by their ID or name – Click in to the field you are searching on then click the binoculars icon.

Click in the ‘On Deposit’ check box (under the Accounts Ref)

Confirm creation of deposit.

Set an initial balance by clicking on the ‘Adjust’ button to the right of the Balance.

Enter an amount and Save.

That’s it – the deposit is set up.