Recording Trust Deposits

1. Open the listing
2. Click the Finance Tab
3. Click the Trust Accounting tab
4. Click Add Deposit
5. Enter the following information regarding the deposit:
   • Contact: the individual making the deposit
   • Date: date deposit received
   • Deposit method: cheque, EFT (card, electronic transfer) or deposited in the form of cash
   • Amount: total amount deposited
   • Reference #: either the cheque number or the EFT transaction reference number
   • Particulars: enter a reference for the transaction
6. Click Save

Once the transaction is saved it will appear in the listings ledger, which will update the ledger balance accordingly.