myPTEZ Help Topics
PTAEZ Help articles
1. Select Receipt/Write New Receipt in the receipt menu 2. At the bottom of the screen click on "Find Receipt” to search for receipt by rec...
Fri, Mar 27, 2020 at 8:51 AM
1. Select Receipt/Write New Receipt in the receipt menu 2. At the bottom of the screen click on "Find Receipt” to search for receipt by rece...
Fri, Mar 27, 2020 at 9:01 AM
Upon collecting the money and receipting, the user would need to deposit the money into their bank. The user would go into Receipts/Make Deposit and select...
Fri, Mar 27, 2020 at 9:26 AM
It is also possible to make a deposit without first writing a receipt by using Quick Deposit. 1. Go to Receipts/Make Deposit 2. Click Qui...
Fri, Mar 27, 2020 at 9:27 AM
You now have the ability to edit the income category on a quick deposit up until the point it has been reconciled. If the Quick Deposit has been reconciled ...
Fri, Mar 27, 2020 at 9:27 AM
There may be times when you miscalculate a deposit and/or mistakenly add a receipt to the deposit slip, this feature will allow you to undo the deposit and ...
Fri, Mar 27, 2020 at 9:28 AM
To find a specific deposit, elect either the "previous" button to search through the most recent deposits or select the "Find" b...
Fri, Mar 27, 2020 at 9:33 AM
The Deposit History application is a very useful tool to go back and view all of the deposits that you have made. To get the full benefit of this applicatio...
Fri, Mar 27, 2020 at 9:35 AM
1. Begin by selecting the date of the adjustment 2. State the purpose of the adjustment (why are you doing the adjustment) 3. Select if ...
Fri, Mar 27, 2020 at 9:40 AM
Select Ledger/Category List · You have four options: Change an existing category Add a new category Remove a...
Wed, Jul 8, 2026 at 4:17 PM