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How to add a sales trust transaction
How to add a sales trust transaction
Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

Watch the below video for an explanation on how to add a trust transaction in the Trust Accounting section and from within a Contract.

How to add a transaction in the Trust Accounting section

(Follow these steps if you do not subscribe to Eagle CRM).

  1. Click into the Trust Accounting menu item on the left

  2. Click into the trust account you'd like to add a transaction to

  3. To add a payment out of your trust account, click Add Payment, enter all the details, then click Save (ensure you've entered the date when the money was paid into the date field)

  4. To receive money in to your trust account, click Add Receipt, enter all the details, then click Save (ensure you've entered the date when the money was received into the date field)

Note: Once you have added a transaction to receive money into your trust account, a Receipt button will appear on the transaction to generate the receipt

How to add a trust transaction within a Contract

(Requires subscription to Eagle CRM and Trust Accounting module).

Receive deposit

  1. Click into the Contracts section

  2. Click into the contract you'd like to add a transaction to

  3. Click into the Deposits tab

  4. If no ledger has been linked to this contract, either create a new ledger or link an existing ledger

  5. Click Receive Initial Deposit or Receive Balance Deposit, enter all the details, then click Save

Receive or add payment for advertising

  1. Click into the Contracts section

  2. Click into the contract you'd like to add a transaction to

  3. Click into the Advertising tab

  4. If no ledger has been linked to this contract, either create a new ledger or link an existing ledger

  5. Click Create Receipt or Pay Supplier From Trust, enter all the details, then click Save

Note: To add a payment for advertising from within a listing, click into the Listings section, click into the property, then click the Advertising tab, follow the above instructions from Step 4.

Add settlement transactions

  1. Click into the Contracts section 

  2. Click into the contract you'd like to add settlement transactions to

  3. Click into the Trust Transactions tab

  4. Click the dropdown arrow on the Add Payment button

  5. Select the type of payment to autofill fields, enter payment method details, then click Save
    a.     Disbursement to agency
    b. Advertising to supplier
    c. Disbursement to vendor
    d. Disbursement to vendors solicitor

Note: If the payment type is not available from the list, click the main Add Payment button to enter the details manually

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