Create a Deposit

1. Hover over the left navigation menu and select Finance.

2. In the top right corner of the Finance page, you will find the “Create” button. This quick button allows for fast access to the forms you need! In this example, you will click on “Create” and select “Deposit”.

You can also complete a Deposit request from an organization's budget page by clicking the “Create Transaction” button in the upper right corner:

2. Fill out the form making sure to select the budget that you want to allocate money to and amount you wish to deposit.

3. Submit the form for approval using the green button in the top right hand corner (). Once your request is approved, the money will be deposited into your account for future use.

Best Practices: Deposits should only be used for initial disbursement of money into top accounts. Money should then be allocated down into sub-accounts. Deposits should also be used to deposit fundraising money or other revenue that is not allocated.