Overview
You can print a deposit slip to give to your bank when you are depositing funds into your bank account. The deposit slip will include the amounts being deposited, including a breakdown of whether the deposit consists of checks or cash. The deposit slip serves as proof that the bank acknowledged receiving the funds from the customer. It's also a means of checking accuracy, where bank clerks can verify the received funds against the slip’s information. The slip guides them on crediting the correct account.
If you recorded a bank deposit and forgot to print the deposit slip, here's how you would go back and print one.
The Steps
Add Your Bank Account's Routing and Account Number
To print a proper deposit slip, you will need to add your bank routing and account number to your bank account information in DoorLoop.
To add your routing and account number to your bank account in DoorLoop, click Accounting on the main menu and then click Transactions.
Find the bank for which you need to add a routing and account number, click the 3 Dots on the right-hand side, and then click Edit.
On the Edit Account window, click Check Printing on the left-hand menu.
On the Check Printing section, enter the following minimum information:
Bank Routing Number - Enter your bank's routing number.
Bank Account Number - Enter your bank account number.
Next Check Number - While not necessary for printing deposit slips, this needs to be entered save.
Click Save to finish.
Print a Deposit Slip After a Bank Deposit Was Already Recorded
Click on Reports on the main menu. Then click the Deposit Transactions report under the Accounting section.
Click on the Deposit you want to print the deposit slip for.
Once in the Edit Bank Deposit window, click the link at the top right corner. This will save the deposit slip to your default download location.
You can click X to close the window or cancel.
Print a Deposit Slip While Recording a Bank Deposit
You can also print a Deposit Slip while you are recording a bank deposit. This can be done by selecting the "Print Deposit Slip" checkbox and then clicking Save. This will save the Deposit Slip to your default download location so you can print it after.
What the Printed Deposit Slip Looks Like
A printed deposit slip from DoorLoop will include everything you are depositing, along with the routing number and bank account information, so you can give it to your bank teller.
Edit the Company Information on a Deposit Slip
If you need to edit the Company Name and Address that appears on the deposit slip, you can do so by editing the contact information under the default Company Information settings, the default Tenant Portal settings, or the Tenant Portal settings under each property.
If you want all your properties to have the same address, use the default Company Information settings.
If you want each property to show a different address for deposit slips, edit the tenant portal settings on each property.
