Setting up your Trust Account

Before you can start processing any transactions in your trust account, you must enter your trust account bank details.

To enter your trust account bank details, click Trust Money in the favourites bar. A message will appear saying, ‘The bank details must be completed for the trust account before you can process any transactions’. Click Ok.

The update account dialogue will appear, click on the Bank Details tab and enter the account details for the trust account.

Click Save. You will now be able to start processing trust transactions.