View Deposits Button

Feature

You can add a View Deposits button to Customer or Project accounts. It will show all bank deposits that came from that customer (or project).

Suggested By

Turtle Creek Staff.

How to Use

To add this optional button to your account layouts, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Accounts from the submenu.
  2. Enter Customers or Projects into the Account Type popup field.
  3. Click on the Button tool (fifth row left, in the tool palette on the left side of the window).
  4. Click in the layout, and drag a rectangle where you'd like to put the button.
  5. You'll see a list of available buttons. Choose View Deposits.
  6. Click OK.
  7. Close the layout, and save changes.

When you click on the View Deposits button, Goldenseal will show you a list of all deposits coming from this account.