Create a batch deposit to import into your accounting software.
Create a batch deposit
Go to System > Batch Deposits
Select Create Batch Deposit and fill in the Deposit Description, Deposit Type, and Deposit Date.
You'll initially see ALL payment transactions, insurance assignments, and CLAIMCHECK assignments.
From here, you can filter by:
- Payment type
- Start date
Add specific transactions by selecting Add to Batch or Add All to Batch if you want all transactions listed.
Review the Transactions Added and Save.
Once you Process the batch, you can download the Deposit Batch Report.
The report will be in your downloads, NOT in the Download Center in Reports
Export a batch deposit
Go to the Processed Deposits tab.
Select the checkboxes for the deposit(s) you want to export and Export.
The Deposit Export file will be in your downloads as an IIF file, not in the Reports Downloads like other accounting reports. This is the file that will be imported into your accounting software.
Once exported, you can Archive processed deposits which will move them to the Archived Deposits tab and help keep the Processed Deposits tab more organized.
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