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Adding a new ledger with opening balance
Adding a new ledger with opening balance

Bringing your trust account over from another system and need to set up opening balances?

James Ramsay avatar
Written by James Ramsay
Updated over a week ago

Have you moved over from another trust accounting system and have a bunch of ledgers with opening balances that need to be entered into Eagle Software?

No worries! Follow the simple steps below and in no time you will be up and running with Eagle Software's trust accounting system.

First of all, you will need to have a trust account setup please read our help article first on Transferring from your old Trust Accounting System to Eagle.

  1. First of all select the Trust Accounting option from within Eagle's CRM

  2. Select the name of the trust account that you need to add our ledgers with opening balances into

  3. Select the Ledgers tab

  4. Select + Add A New Ledger Account

  5. Enter in the details of the ledger account and then select Save Ledger Account

  6. Your new ledger account now will appear in the the list of Current Ledgers

  7. Select + Add Opening Balance
    โ€‹Please note the importance of the date you enter here, this should be the date of your reconciliation of the previous trust.

  8. Fill in details and then select Save

  9. Repeat steps 4 to 8 if you need to add multiple opening balance ledgers

Looking for further information on managing ledgers, click here.

For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

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