Overview

When a deposit form includes multiple categories and a check must be split among them, use the Itemize option to detail the checks. If you do not itemize, all checks are assigned by default to the first category on the deposit form.

Note: It is recommended to create a separate deposit form for each category so checks are assigned automatically to the correct category.

Steps

  1. After entering the check in the deposit form, click the Itemize button then select Itemize Checks.
  2. Begin typing the name from the check in the Description field then select the corresponding name from the drop-down list. Note: If the name is not listed (for example, the check is from a grandparent), enter the name in the Description field.
  3. Click the Edit pencil beside the Category Name.
  4. Enter the correct amounts for each category. Note: The balance indicator must equal $0.00 at the end of this process.
  5. Click OK.
  6. Repeat these steps for any additional checks that require itemization.

Outcome

The check amounts are itemized correctly across categories, and the deposit form reflects the accurate allocation.

Troubleshooting

  • If the balance does not reach $0.00, check each category entry for accuracy.
  • If guardian names do not appear, manually enter the name in the Description field.

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