New Trust Account
New Trust Accounts records can be added to the Trust Account Ledger system for various purposes.
Each Trust Account has a unique ID. This program must allocate this number. Account ID numbers, which have been archived or deleted, are not reused.
|•||Use the Dropdown combo box to indicate the account type for the record. It may be Credit, Sales, or Fees.|
|•||Tab down and the next available ID number will be selected.|
|•||Enter the account name.|
|•||Enter any useful comments that may add useful information connected about the account.|
|•||Click the Post button.|
For Sales accounts, the account name should be entered as "Address + Purchaser/Vendor". E.g. "4 SPEY RD - HAWKINS/JONES". Important dates e.g. deposit due, white ant certificate etc. can be set up as recommended. Relevant information on vendor, purchaser, settlement agents etc. can be entered as notes.
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Trust Accounting & Property Management Software with Enterprise Electronic Document Management.