Create and Manage Deposits in SteepleMate
This help guide will walk you through how to create and manage deposits in the SteepleMate Finance section. Once deposits are marked as Processed, all offerings within the deposted batches become visible to contributors in their contribution history and their contribution statements.
Step 1: Navigate to the Deposit Manager
From the left navigation menu select Finance then click Manage Deposits.
Step 2: Create a New Deposit
- Click the “New” button at the bottom of the deposit table.
- Select the offering batches you wish to include in this deposit.
- Choose the deposit date.
- Select the destination account (e.g., Church Checking, Savings, etc.).
- The system will automatically assign the status as Processing.
- Click Update to save your changes.
Best Practice: Start with Processing or Requested, and only change to Processed after the deposit has been taken to the bank.
Step 3: Update Deposit Status and Upload Bank Receipt (After Bank Run)
Click Edit on the deposit to update the deposit status and upload the bank receipt.
You can manually change the deposit status to:
- Requested
- Processed
- Denied
- Failed
- Returned
Upload Deposit Receipt
- Click the file icon to upload the image of your bank receipt.
Note for QuickBooks Users: If SteepleMate is connected to QuickBooks, deposits can only be posted if the status is “Processed” and the total is non-zero. Deposits made via OfferingMate are automatically marked as Processed.
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