# Bank deposits and receipts

> Upload a bank deposit receipt from Transaction Files, use a Dashboard missing-row shortcut when available, and find or correct saved deposits in Transaction Search.

Language: en-US. Product guide: https://agencymesh.app/help/bank-deposits/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

For a receipt or slip that needs to be submitted, use [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) > Upload File > Bank Deposit. A matching Dashboard missing-deposit row is an optional shortcut, not a requirement.

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## Upload a receipt when no Dashboard row appears

**Where:** Transactions > [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) > Upload File > Bank Deposit.

The Transaction Files form remains available when Action Items shows no missing deposits. A zero missing count does not establish that a receipt already exists and does not disable this upload path.

1. Select the correct **Office** and **Transaction Date** to reveal the upload form, then keep **Bank Deposit** selected.
2. Choose **Bank** and enter **Amount**, **Agent Name**, and **Deposit Number** if available. Set **Deposit Covers: Start Date** and **Deposit Covers: End Date**.
3. Choose **Attach Deposit Slip**, select the receipt, then click **Submit Deposit**.

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## Use a Dashboard missing-row shortcut

When a matching row appears, choose the office in Phone / Office, then Action Items > Bank Deposits > Upload on the correct row. The list covers the last seven Monday–Saturday dates. Estimated Deposit is a comparison amount; enter the actual bank deposit.

If there is no matching row, use [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) > Upload File > Bank Deposit instead. The Dashboard’s recent-date checks do not control the general upload form.

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## Upload the slip

From a Dashboard shortcut, the row fixes Office and deposit date; reopen the correct row if either is wrong. In Transaction Files, select Office and Transaction Date before completing the same deposit fields. Accepted files: CSV, XLS, XLSX, PDF, JPG/JPEG, or PNG.

1. Enter Bank, Deposit Number, Amount, and Agent Name. Set Deposit Covers: Start Date and Deposit Covers: End Date.
2. Choose Attach Deposit Slip, then Submit Deposit.

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## Find or export a deposit

Deposits lists records; Totals summarizes them. View file previews PDF/JPG/JPEG/PNG, but not accepted spreadsheets or CSVs. Export PDF uses the current search filters.

1. In [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch), choose Data > Bank Deposits. Set Office, Bank, Start, and End.
2. Use Advanced for Min Deposit, Max Deposit, Deposit #, Agent, or UUID, then select Search.

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## Correct or restore

Correct values from the bank slip, not merely to match the Dashboard estimate. Ask Accounting to correct fields without an edit control.

- Manager, Administrator, and Accounting users can select Amount, Deposit Date, Range Start, or Range End, edit the value, then Save.
- The Deleted checkbox requires Accounting in the search UI and saves immediately. To restore a record, search with Deleted > Yes and clear its checkbox.

## Related guides

- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Review transaction totals and supporting files](https://agencymesh.app/help/transaction-reporting-files.md)
- [Files, dates, and limits](https://agencymesh.app/help/files-dates-and-limits.md)