Getting Started
Settlement Statements
This article is designed to help you understand how to create a settlement statement, the purpose and how the figures are generated. User must have Trust Accounts, Commissions and Invoicing modules active for this statement to be generated. Click ...
IBD Trust Account (Special Trust)
An IBD trust account is known as a Special Trust Account and is sometimes used if the buyer and seller agree to invest the deposit in a special trust account that bears interest. The buyer and seller will agree to who is entitled to the interest on ...
Trust Account Overview
Please find the Webinar for the Trust Account Overview
Setting up a new Trust Account
Before you can start using the Trust Account module you have to create a Trust Account in the database. Hover over the Finances menu. Click on Trust Accounts. Click on + Add Account on the right. You will now be taken to the Add Trust Bank Account ...
Open a ledger on a listing
Opening a ledger on a listing can be for the purpose of receipting a contract deposit from a buyer or vendor paid marketing from the seller. A listing can have more than 1 ledger attached as there may be scenarios where you are holding a sales ...