Overview
Remember that for the accounting cycle in DoorLoop, if you manually record that you received a lease payment from a tenant or a contribution from an owner, you also need to record when you deposit that money into your bank account.
Later, if you find you made a mistake and need to edit the lease payment or an owner contribution, you'll first need to delete the manually created bank deposit corresponding with these transactions. After the corrections are made, you can redeposit those funds back into your DoorLoop account.
The Steps
How to Delete a Bank Deposit with Lease Payments
To delete a bank deposit for lease payments, click Accounting > Transactions from the main menu.
On the transactions page, find and click the bank name that has the deposit you want to delete. This will take you to account register of the bank.
On the account register report for the bank, you'll see a list of bank deposits. Click on the bank deposit with the payments that you want to undeposit.
On the Edit Bank Deposit window, unselect the checkbox next to the payments you want to undeposit if its only specific ones. If its the whole deposit, then use the Trash Can icon at the corner to undeposit everything.
After deleting the bank deposit or unselecting specific payments, those payments will now be undeposited. You can now edit those payments or delete them. Just remember to re-deposit the funds after any changes are made.
Note: If you need to delete a deposit tied to a specific lease payment, see Edit or Delete a Lease Payment That Has Already Been Deposited for a more detailed walkthrough of that exact scenario.
Note: This same method also works for deleting a bank deposit tied to an owner contribution — just find the deposit in the bank's account register the same way, and unselect or delete it from the Edit Bank Deposit window.