GeeDee for Windows

Create Tenant Refund of Credits Held Ledger

Create Tenant Refund of Credits Held Ledger

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Create Tenant Refund of Credits Held Ledger

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First check if there is already a ledger setup for Tenant Refund of Credits Held, if not create a new CREDIT type trust account ledger.

This should be called Tenant Refund of Credits Held (or similar). This ledger is for refunding money from ledger 32001 Tenant Account Credit Held

 

To set up a new trust ledger click Trust Account drop down select New

 

Click To Expand

This window will appear. Under Type select Credit. When you Tab the system will allocate a New Account ID , make a note of this for the next step for example 112. Add the description Tenant Refund of Credits Held , click Post.

 

Click To Expand

Close out of GeeDee for Windows and access GeeDee System Setup (please ensure all other users are out of GeeDee to allow access)

 

system setup icon

Once in GeeDee System Setup, go to the Codes tab and scroll down to the last Residential Properties code.

Click Insert and create a new disbursement code called Tenant Refund of Credits Held (or similar) and link it to the trust account ledger previously created. Make sure To Trust is ticked.

 

Click To Expand

 

Once you click OK the new disbursement code will be attached to the new ledger created.

 

Click To Expand

 

 

Close out of System Setup and access GeeDee for Windows.

 

Now you can proceed with using the funds in the Tenant Account Credit Held Ledger.
 
 
 

 

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