Bank Deposit Form

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing.  

Listed below are the instructions on filling out and submitting a deposit form. This form is to be completed for all bank deposits at the time of the deposit being made. All fields are required inorder to submit this form. 

  1. Input the date deposit is being made

       2. Input the amount of checks being deposited

        3. Input the total amount being deposited

        4. Click on “Take Photo” and add a picture of check(s) being deposited. Front of check only is required.

         5. Confirm by click on “Yes” that all check payments have been matched and entered into Jobber

         6. Confirm by clicking on “Yes” a deposit in QuickBooks has been made and all checks and amounts match

          7. Confir, by clicking on “Yes” Check(s) have been deposited in bank account ending in x3268

          8. Click on “Submit” at the bottom of the form.

         9. This task is completed 

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Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.