← Knowledge base

How to make a deposit

Bundle all collected cash and checks into a bank deposit slip — ready for the office to reconcile.

Steps
MultiRoute
Deposit
1
Tap Deposits from the Main Menu
Available after collections have been recorded
What you see
  • Main Menu tile grid — Deposits tile is visible when the feature is enabled for your company
What to do

Tap the Deposits tile to open the deposit screen.

When to depositMake a deposit after you have collected payments from customers. All cash and checks recorded that day will be bundled into one deposit slip.
Deposit
2
Review un-deposited payments
DEPOSIT tab — all collected money ready to bundle
What you see
  • Section header: Un-Deposited
  • Grand Total (green) · Cash Total · Check Total
  • Slip Picture row with edit and camera icons
  • List of all undeposited payment lines — date · method (Cash/Check) · amount — each pre-checked
What to do

Review the totals and payment lines. All entries are included automatically — you cannot deselect individual lines. When ready, tap to proceed.

Request Credit lines excludedOnly Cash and Check lines appear here. Request Credit entries are never included in a deposit.
Deposit
3
Take the deposit slip picture
Optional or required — depends on company setting
What you see
  • Slip Picture row with a camera icon on the right
What to do
  • Tap the camera icon next to Slip Picture
  • Take a photo of the physical deposit slip
  • The photo is attached to the deposit record and syncs to the office
Required for some companiesIf your company requires a photo, you will not be able to finalize the deposit without taking one.
Deposit
4
Confirm the deposit
Review totals and verify the slip number
What you see
  • Confirm Deposit dialog with Cash · Check · Grand Total summary
  • Deposit Slip field — pre-filled with an auto-generated number (e.g. 010002)
  • CANCEL and YES buttons
What to do
  • Verify the slip number matches the physical deposit slip
  • Edit the number if needed
  • Tap YES to finalize
What happens on YESAll payment lines are marked as deposited. The deposit record is saved locally and will sync to the office on your next Sync.
Deposit
5
Deposit receipt
Print, PDF, or share the deposit slip
What you see
  • Full deposit receipt: company name · deposit slip # · date · route name
  • Line detail: receipt ID · Cash amount · Check amount
  • Totals row · Signature line · Cashier line
  • Action bar: print · PDF · share icons
What to do
  • Print the receipt on a Bluetooth printer, export as PDF, or share via email/messaging
  • Hand the printed slip to the cashier when dropping off the deposit
Deposit
6
HISTORY tab — completed deposits
Tap any row to view or reprint
What you see
  • List of all completed deposits — most recent first
  • Each row: Deposit Slip # · Date · Total amount
  • Photo thumbnail on the row if a slip picture was taken
What to do
  • Tap any row to view the full deposit receipt again
  • Use the print or PDF buttons to reprint if needed
After syncThe office sees the deposit record immediately after your next Sync. The deposit stays in History until it is settled and purged.
Deposit recorded!
Saved on the device. The office receives it on your next Sync.