How to Edit a Deposit

  1. On the top navigation menu, find the "Search" tool. Type in the name of the client whose deposit you want to edit.

  2. Click on client's name to see account activity. Find deposit you want to edit and select "Edit Deposit" from the drop down menu labeled "Actions."

  3. Fill out the form with necessary edits, then click the blue "Save Changes" button.

  4. You have successfully edited a deposit.