# Upload a bank deposit

> Submit a receipt, find a deposit, or correct its saved amount and dates.

Language: en-US. Product guide: https://agencymesh.com/help/bank-deposits/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) to upload a deposit receipt. You can upload even when Dashboard shows no missing deposit.

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## Submit the receipt

1. Choose **Office** and **Transaction Date**. Under **Upload File**, keep **Bank Deposit** selected.
2. Choose **Bank**. Enter the actual **Amount**, **Agent Name**, and **Deposit Number** if available. Set **Deposit Covers: Start Date** and **Deposit Covers: End Date**.
3. Choose **Attach Deposit Slip**, add the receipt, then **Submit Deposit**. Accepted files: CSV, XLS, XLSX, PDF, JPG/JPEG, or PNG.

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## Use a Dashboard shortcut

In [Dashboard](https://app.agencymesh.app/), choose **Phone / Office > Action Items > Bank Deposits**, then **Upload** on the matching row. The row fixes the office and deposit date; reopen the right row if either is wrong.

- The list covers the last seven Monday–Saturday dates. No row does not mean a receipt exists; use Transaction Files when needed.
- **Estimated Deposit** is a comparison amount. Enter the bank’s actual deposit.

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## Find or correct a deposit

1. In [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch), set **Data > Bank Deposits**, **Office**, **Bank**, **Start**, and **End**. Use **Advanced** for amount, **Deposit #**, **Agent**, or **UUID**, then **Search**.
2. Use **Deposits** for records, **Totals** for sums, or **Export PDF**. **View file** previews PDF and images; spreadsheets and CSVs have no preview.
3. Manager, Administrator, or Accounting: select **Amount**, **Deposit Date**, **Range Start**, or **Range End**, edit, then **Save**.

Accounting can tick **Deleted** to mark a record. To restore it, search with **Deleted > Yes** and clear its checkbox. Changes save immediately. Correct values from the bank slip, not the estimate.

## Related guides

- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Transaction reports and files](https://agencymesh.com/help/transaction-reporting-files.md)
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md)