Page Comparison

Entering deposits

1. Click the Accounting drop-down menu, and select Enter bank deposit.
2. On the Enter deposits tab, optionally use the drop-down menus to filter the payments by Payment type and clinic Location.

3. Click on a payment to deposit.

   Tip
   To select multiple payments, press and hold the Control key (Ctrl) on the keyboard while clicking the desired payments.

4. Click

   Status
   title Save deposit

   .

   Info
   title QuickBooks
   A warning icon beside an undeposited payment amount indicates the payment has not reached QuickBooks. If this is the case, verify the QuickBooks accounting link is running and then contact Blueprint OMS to resubmit the payment.

5. In the Enter deposit details dialog box, optionally do the following:

   • Click in the Date field to select the desired deposit date from the calendar.
   • Add a Memo.
   • Select the desired bank for deposit from the drop-down menu.
   • Click into the Cashback amount field to enter a withheld petty cash amount.  
     Image Removed Image Added
6. Click

   Status
   title Save

   .

Viewing saved deposits

1. Click the Accounting drop-down menu, and select Enter bank deposit.
2. Click the Saved deposits tab.
3. Optionally, adjust the location of deposit using the drop-down menu.

4. Click on a desired deposit in the Deposits panel to see the deposited payments in the Deposited payments panel. 

   Info
   title QuickBooks
   To remove the deposit record completely from Blueprint OMS, select the desired deposit and click Status title Clear deposits . In the Confirm operation dialog box, click Yes to proceed. Clearing a deposit in Blueprint will not remove the deposit from QuickBooks.

Printing saved deposits

1. Click the Accounting drop-down menu, and select Enter bank deposit.
2. Click the Saved deposits tab.
3. Optionally, adjust the location of deposit using the drop-down menu.

4. Click on a desired deposit in the Deposits panel and click 

   Status
   title Print deposit

   .