Using the Deposit Slips Feature

Overview

The objective of this article is to guide you through the process of generating deposit slip reports in gaiia to efficiently manage cash or check payments for physical deposits at the bank.

This tool allows our tenants to easily generate the required report on-demand for depositing checks and cash at the bank when they receive them from customers.

Video Guide

Steps

Once a deposit slip is created with selected payments, those payments will no longer appear in the list unless the deposit slip is deleted.

Double-check the selected payments before creating the deposit slip to avoid errors in the deposit process.

1. Navigate to the Admin tab
2. Select the Mass actions page
3. Click on Deposit Slips to access the deposit slips page
4. Click on Create to start a new deposit slip
5. Select the date of the deposit
6. Enter your bank account number and a memo
7. Review the list of cash or check payments and select the ones to include in the deposit slip
8. Click Create at the bottom of the page to finalize the deposit slip
9. Download the deposit slip as a CSV file by clicking on the ellipsis menu on the right-hand side
10. Open the CSV file in Google Sheets or Excel, print it, and take it to the bank for deposit

Tips for Efficiency

• Utilize the multi-select option to quickly choose all payments for the deposit if needed.
• Regularly review and reconcile old deposit slips to ensure accuracy in financial records.
• Contact support for any questions or issues related to Gaiya's deposit slip feature.

By following these steps and guidelines, you can effectively create deposit slips in Gaiya for streamlined management of cash or check payments at the bank.