Learn how to set up sales trust, including creating trust and general accounts, configuring receipt settings, and enabling deposit notifications. This guide includes AU/NZ banking field requirements.

This article covers:

• About sales trust setup and configuration
• Add a sales trust account
• Add a general account (for payouts)
• Configure sales trust receipts
• (Optional) Customise the sales trust receipt email template
• (Optional) Set up CFO notifications for deposits

About sales trust setup and configuration

Sales trust must be configured before you can receipt deposits. This article guides administrators through the prerequisites, adding trust and general accounts, setting receipt preferences, and (optionally) configuring email and notification settings.

Prerequisites:

• Webinar - You must attend the sales trust webinar before support can activate sales trust for your account.
• Activation form - After attending, you’ll receive a sales trust setup form to complete and return to the support team for activation
• Permissions - You’ll need admin access to Financials > Setup/Configuration and Settings
• What you’ll need - Bank account details (AU: BSB; NZ: bank & branch numbers), bank account name, account number.
  • AU only - APCA User IDs are required when generating ABA files

Add a sales trust account

Set up your sales trust bank account so you can receipt deposits into the correct trust ledger and (optionally) generate bank files.

1. Go to: Financials > Setup/Configuration
2. In the Trust Accounts tab, click Add Trust Account
3. Complete the fields:

• Trust Name - Appears on receipts
• Type - Select Sales
• Default Trust - Tick if this is your primary sales trust account
  

4. Enter bank details:

• Australia - Enter BSB and account number
  • After you tab/click out of BSB, confirm the bank name automatically shown
• New Zealand - Enter your bank and branch numbers, as well as your account number
  

5. (Optional) ABA File Settings (Australia only) - Complete if you plan to generate ABA files:

• User Supplying File - Typically, your agency name
• APCA User ID - 6‑digit ID from your bank
• APCA User ID (Direct Debit) - 6‑digit ID from your bank (if applicable)
• Tick Include self‑balancing transaction in ABA Files (if required by your bank)
  

6. (Optional) Payment File Settings (NZ only) - Select your bank/file format if you’ll generate payment files
   
7. Click Save
8. (Recommended) Set up Receipt numbering for this trust: open Receipts, add a Prefix and Starting Number

Contact the support team to assist with configuring the receipt numbering.

Add a general account (for payouts)

Add your general (operating) bank account so you can pay funds out of Sales Trust to your office account when required.

1. Go to: Financials > Setup/Configuration
2. Click the General Accounts tab
3. Click Add General Account (bottom right)
4. Enter bank details similar to the trust account:

• Identifier - Friendly name (e.g., Main Operating Account)
• Details:
  • Australia - BSB + Account Number
  • New Zealand - Bank + Branch + Account Number
• Name on Account - Bank account name as it appears with your bank
  

5. Click Save

Your general account is now selectable when creating payouts from the trust account.

Configure sales trust receipts

Control what appears on the printed/emailed Sales Trust receipt, including your licensee details and logo.

1. Go to: Financials > Setup/Configuration
2. Go to Invoice Settings (Sales)
3. Select the Trust Account to which the settings should apply
4. Enter Licensee Details (these appear on the receipt)
5. (Optional) Tick to include your logo on the receipt
   

(Optional) Customise the sales trust receipt email template

Add a default greeting/message that appears when sending Sales Trust receipts via email.

1. Go to: Financials > Setup/Configuration
2. Click the Email Template tab
3. Enter your default email greeting (this replaces the system default)
   
4. Click Save Settings

(Optional) Set up CFO notifications for deposits

Automatically CC a designated CFO on sales trust events like deposits received, and notify listing/selling agents involved in the sale.

1. Go to: Settings > Account Details
2. Choose your CFO from the dropdown
3. Click Save/Update
   

Next:

4. Go to Settings > Automation > Office Automation
5. Tick Deposit Received - Notifications to enable
   
6. Click Save Settings

What's next?

Learn how to edit trust and general account details and complete security verification using SMS, Push Notification, or Support-assisted codes.