Cash Deposit Receipts

About Cash Deposit Receipts

A Cash Deposit Receipt provides a list of all the clients who have funds deposited into their trust account by means of “cash.”

The cash deposit slip is generated when you “Record Trust Payment” and cash is used as the payment option; or when you “Record Trust Transfer” and cash is used as the payment option.

You can specify the date range for which you want to see cash deposit slips be provided for.

You are also able to view individual client cash deposit receipt in detail.

Who Can Access Cash Deposit Receipts

Anyone who has access to Danalix platform is able to use the Cash Deposit Report.

How to Generate Cash Deposit Receipts

To generate this report, go to:

Steps 1

Trust Reports > Reports> Cash Deposit Receipts > from the pop-up window, select the “date range” > Generate report.

Step 2

On the pop-up window will display a list of itemized cash deposits in order of newest to oldest.

How to Save To File, Print, or Download All Cash Deposit Slips

Go to:

Trust Report sidebar menu > Reports > Cash Deposit Receipts > from the pop-up window, select the “date range” > Generate Report > the screen will display a list of itemized cash deposit slip > click save to file, print, or download button.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

How to View/Print Individual Client Cash Deposit Slip

Go to:

Trust Report sidebar menu > Reports > Cash Deposit Receipts > from the pop-up window, select the “date range” > Generate Report > the screen with a list of itemized client cash deposit slip is displayed > find the client whose cash deposit slip details you want to view > actions menu > View/Print link > the cash deposit slip screen is displayed.

How Print or Download Individual Client Cash Deposit Slip

Updated on: 19/09/2023

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