Cash Deposit

The Cash Deposit page allows you to record and process cash deposits into customer accounts in Udara360. You can view all previously processed cash deposit transactions and initiate new deposits directly from this page. This guide will walk you through viewing and processing cash deposit transactions.

Accessing Cash Deposit

1. Navigate to Postings in the left sidebar

2. Expand Deposit

3. Select Cash Deposit

Processing a New Cash Deposit

1. Click the Post button at the top left of the page

2. Enter at least one of the following to search for the account Account Number, Account Name, or Reference Number

3. Click Search

4. Select the correct account from the Customer Details results

5. Review the Account Summary details to confirm you have selected the correct account

6. Enter the Amount, Instrument No, and select the Deposited By category from the dropdown

7. Review the auto-populated Narration and update if necessary

8. Click Post to process the cash deposit

Note: Always verify the Account Name, Account Number, and Account Status in the Account Summary before posting, depositing into the wrong account will require a reversal to correct.

Filtering Cash Deposit Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

Note: 📌 Click Reset Filter to clear all applied filters and return to the full list.