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Bulk actions on deposits

Updated over 2 weeks ago

This article explains how to update deposit details or remove and refresh journal entries in bulk from within VRTrust.

When to Use This

Use bulk deposit actions when you need to:

  • Update the status of multiple deposits at once

  • Change the bank account associated with deposits

  • Refresh journal entries after configuration changes

  • Permanently remove deposits created in error

Update Deposit Status or Bank Account in Bulk

  1. Select the deposits you want to update.

  2. Use the toggles to:

    • Update the deposit status

    • Change the bank account associated with the deposits

  3. Click Submit to save the changes.

Remove Deposits in Bulk

  1. Select the deposits you want to remove.

  2. Click Remove.

  3. Click Yes to confirm.

Removing deposits is permanent and will delete both the deposits and their associated journal entries.

Refresh Journal Entries for Deposits

  1. Select the deposits you want to update.

  2. Choose Refresh journal entries.

  3. Confirm to reset and regenerate the general ledger entries for the selected deposits.

Important Notes

  • Removing deposits cannot be undone.

  • Refreshing journal entries does not delete the deposit—only the GL entries are rebuilt.

  • Bulk actions apply only to the deposits you have selected.

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