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Deposit tool - mark transaction processed

Status: Requested 1 Vote
Michael D
Jul 25, 2023 9:34 PM
Joined Oct, 2019 53 posts

It would be good to be able to mark a deposit as processed in the list of deposits generated.

I don't process the deposits daily or even weekly. It would be good to know where I left off.

Michael D
Aug 21, 2023 5:27 PM
Joined Oct, 2019 53 posts

Just moving up in case this request got pushed to far down. Just a simple thing to identify when a deposit has been processed would be nice.

Caleb M
Aug 23, 2023 11:56 AM
OR Team Member Joined Mar, 2022 54 posts

Hi Daniel,

Are you referring to deposits on bookings? If so currently we have this article on this subject: https://www.ownerreservations.com/support/articles/deposits-findfilterstatus#status

If not could you elaborate on where you're seeing these deposits that you'd like to have a deposit status for?


Michael D
Aug 23, 2023 1:50 PM
Joined Oct, 2019 53 posts

Caleb - I'm talking about the deposit list you get when you select the Deposits option of the Tools drop down.


Shawn H
Aug 24, 2023 9:41 PM
OR Team Member Joined Aug, 2021 134 posts

When you go to manually record a deposit, it shows you what payments have not yet been deposited (so it shows you where you left off, so to speak).

In looking briefly at your account, your payment processor is integrated to do automatic deposits and you have Airbnb Transaction Sync turned on so you should have very few manual deposits to do, if at all.

If you have further questions on this, write in to the Helpdesk and we can dive into more specifics with you.

P.S. You can use the Batch Update button on the right-hand side of the page if you need to mark payments in bulk as deposited, or undeposited if you need to make changes.

P.P.S. I just noticed you use QuickBooks. If you're manually processing them there, we do have plans to bring Deposits into QuickBooks automatically. We hope to be able to begin work on that in the next quarter or two. That should be a huge timesaver when we get that established if that is what you currently do manually.