Upload a bank deposit
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Transaction Files to upload a deposit receipt. You can upload even when Dashboard shows no missing deposit.
Submit the receipt
Section titled “Submit the receipt”- Choose Office and Transaction Date. Under Upload File, keep Bank Deposit selected.
- Choose Bank. Enter the actual Amount, Agent Name, and Deposit Number if available. Set Deposit Covers: Start Date and Deposit Covers: End Date.
- Choose Attach Deposit Slip, add the receipt, then Submit Deposit. Accepted files: CSV, XLS, XLSX, PDF, JPG/JPEG, or PNG.
Use a Dashboard shortcut
Section titled “Use a Dashboard shortcut”In Dashboard, 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.
Find or correct a deposit
Section titled “Find or correct a deposit”- In Transaction Search, set Data > Bank Deposits, Office, Bank, Start, and End. Use Advanced for amount, Deposit #, Agent, or UUID, then Search.
- Use Deposits for records, Totals for sums, or Export PDF. View file previews PDF and images; spreadsheets and CSVs have no preview.
- 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.