Adding Electronic Payments to a Deposit

1. Click Deposit in Billing.

2. Select the deposit name (date) you want to add payments from the drop-down menu next to Confirmation.

3. If the deposit is not there, then click add Deposit. (Type a name, check set pay date as deposit date, and select a deposit date).

4. Click Add Insurance Payments to Deposit

5. Filter to find the non-imported payments (set status to not set).

6. Click apply.

7. Check off each payment to add to the deposit.

8. Click Add to Deposit.

9. Go to the New ERA screen to Review and Import Insurance Payments.