Sales Trust
- Add a journal entry
- Add a sales trust account and configure settings
- Edit trust and general account details
- Manage disbursements, commission payouts, and account sales
- Manage disbursements, commission payouts, and account sales (NZ)
- Manage payments files for bank uploads (NZ)
- Perform your trust reconciliation
- Receipt monies in the trust ledger
- Receipt monies in the trust ledger (NZ)
- Register for our LIVE sales trust onboarding webinar
- Manage Interest Bearing Deposit (IBD) accounts for properties
- Trust reports overview
- Use ABA files to process payments automatically