Feature

Starting with Goldenseal accounting software version 4.5, there is an option to split project deposits into individual deposit records, rather than combining them all into one bank deposit.

This new feature is useful if you'd like to see your income separated by project, in banking reports.

NOTE-- Goldenseal already makes it easy to see accrued income for each project, but this command makes it easier to get that same number on a cash basis.

Suggested By

User feature request.

How to Use

To turn on this feature, follow these steps:

1. Choose Preferences from the Options menu, and choose Income from the submenu.
2. Turn on the Make Separate Project Deposits checkbox.
3. Click OK.

To use this feature to make separate project deposits, follow these steps:

1. Choose Deposit Funds from the Bank menu.
2. Enter Billed Projects into the Type popup field at upper right.
3. Double-click on each project, and mark off the invoices for which payment has been received. Click OK.
4. When you have marked each project that has been paid, click the Create Deposit button.
5. Choose the bank account, in which to deposit the funds.
6. Goldenseal will create a separate bank deposit for each project. NOTE-- if the option is turned off, all deposits will be combined into one bank deposit.

Technical Details

Programmer note-- code added in CDepositFundsEncl::CreateProjectDeposits