In this article, we look at how to post a deposit debit.

To start, head to Postings > Deposit Debit. 

1. Type in the Client Number as Matter Code. This will then generate the client’s deposit account and their additional info. 
2. Input the Amount that you would like to debit from the deposit account. 
3. Next, type in the Reference code and the Narrative. 
4. Enter the date using the calendar prompt, and once done, click Post. Normally, you’ll fill out the Deposit Debit E-chit if you were debiting the deposit directly without affecting the Client Account in any way.

Please watch the training video below for a demonstration: