Select Trust Accounting down the left-hand menu when you are in the CRM section of Eagle Software

Select Ledgers for the trust account you wish to add your ledgers into. On this screen you will be presented with your current list of ledger accounts

To create a new ledger account select the + Add a New Ledger Account button and complete the details on the page presented.

Once you have entered the ledger account details select Save Ledger Account.

Select Trust Accounting down the lefthand menu when you are in the CRM section of Eagle Software

Select Ledgers for the trust account you wish to add your opening balance ledgers into

Select the name of the ledger account you wish to make payments from

Select Add Payment

Fill in details of payment
- Date will default to todays date, but can be backdated
- Ledger Account is the account selected to make the payment from
- Method is how the payment was made (Cheque or Bank Transfer)
(if cheque is selected you will need to enter the cheque number)
(if bank transfer is selected you will need to enter the recipients bank details)
- Pay To is the contact the payment out is going to in Eagle Software
- Concerning Properties is the property the payment out is for (not required)
- Reason is the description of what the payment out is for e.g Refund of deposit
- Amount is how much funds are being paid out of the account for this transaction

Select Save

Select Trust Accounting down the lefthand menu when you are in the CRM section of Eagle Software

Select Ledgers for the trust account you wish to add your opening balance ledgers into

Select the name of the ledger account you wish to make payments from

Select Add Receipt

Fill in details of the receipted funds
- Date will default to todays date, but can be backdated
- Ledger Account is the account selected to add the receipted funds to
- Method is how the funds were received (Cash, Cheque or Bank Transfer)
(if cheque is selected you will need to enter the cheque number)
(if bank transfer is selected you will need to enter the recipients bank details)
- Received From is the contact the receipted funds came from in Eagle Software
- Concerning Properties is the property the funds were received for (not required)
- Reason is the description of what the receipted funds are for e.g Deposit
- Amount is how much funds are being receipted into the account

Select Save

Select Trust Accounting down the lefthand menu when you are in the CRM section of Eagle Software

Select Ledgers for the trust account you wish to add your opening balance ledgers into

Select the name of the ledger account you wish to make payments from

Select Add Transfer

Fill in details of the receipted funds
- Date will default to todays date, but can be backdated
- From Ledger Account is the account the funds are being transferred FROM
- To Ledger Account is the account the funds are being transferred INTO
- Type is what the transfer is for
- Reason is the description of the type for e.g Balance of deposit for purchase
- Amount is how much funds are being transferred

Select Save