Trust Accounting
This is a sample section description to see where it goes.
- Creating a Trust deposit
- Trust Account Set-up Preparation
- Trust Accounting – Initial Setup
- Transaction ledger
- Disbursements ledger
- Contact ledger
- Deposits ledger
- Reconciliations
- Performing a Trust Reconciliation
- Transferring funds between trust accounts
- Transfer from Trust & Owed to Operating (OTO)
- Generating disbursements from trust & printing checks