- On the Dashboard or Transfers, choose Move funds. You can also choose Move funds from inside a Fund's details.
- Choose Deposit and enter the amount. Your first deposit must be at least $1,000.
- Choose the linked bank the money comes from and, if you use Funds, the Fund it goes into. For a donor-restricted Fund, you can also choose the donor terms it's held under.
- Choose Review transfer, check the summary, then submit.
What the submit button does depends on your role and your approval rules:
- Submit and send (Primary Admin, Admin or Approver, with no second approval required): confirm with your authenticator or passkey, and the deposit is sent right away.
- Submit for approval: someone else must approve it first. Bookkeepers' requests always need approval. See When does a transfer need a second approver?
Deposits usually take about 3 business days to arrive. You can't schedule a deposit for a later date. A deposit can be used once it has finished processing and been assigned to its Fund. If that Fund can no longer take it, the money waits in Needs allocation until someone allocates it.
Still have a question? Email support@usedevote.com, or browse the Help Center.
