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Q: How do I enter a Trust Payment?
A: See Trust Accounting - New Trust Payment
Q: How do I enter a Trust Receipt?
A: See Trust Accounting - New Trust Receipt
Q: How do I enter a Special Deposit?
A: See How to Record Special Deposits / Statutory Deposits
Q: How do I reverse a Trust receipt?
A: See How to Reverse a Trust Receipt or Payment
Q: How do I reverse a Trust payment?
A: See How to Reverse a Trust Receipt or Payment
Q: How do I change a cheque number / check my next cheque number?
A: See How to Change a Trust Cheque Number
Q: How do I edit a Trust Cheque?
A: See How to Edit a Trust Cheque
Q: How do I clear a Trust Payment?
A: See How to Clear a Trust Payment or Receipt
Q: How How do I clear Trust Receipts?
A: See How to Clear a Trust Payment or Receipt
Q: What reports should I print for EOM Reconciliations?
A: The Trust Reports you need to run are under the Reports heading of Trust EOM Reports.
Q: How How do I enter PEXA Payments?
A: Payments to PEXA in respect of a settlement should be entered as a Trust EFT Payment. All PEXA Transaction details should be entered on the description field.
Please see How do I enter a PEXA payment?