GeeDee for Windows

New Trust Account

New Trust Account

Previous topic Next topic No directory for this topic Expand/collapse all hidden text  

New Trust Account

Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic!  


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 Account ID numbers, which have been archived or deleted, are not reused.


Click to Expand


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.


Click to Expand


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.






GeeDee Company Logo_Horizontal_MEDIUM
Phone: (08) 9364 6677  | Fax: (08) 9364 7433   | eMail:   | Web:

© GeeDee for Windows Pty Ltd  1984 - 2018             All rights reserved.      Real Estate Software by Real Estate Professionals.

Trust Accounting & Property Management Software with Enterprise Electronic Document Management.