Recording a Trust Receipt from the Trust Menu

Go to Trust > Receipts in the left menu.

Click New Receipt.

Enter receipt details:

Date Issued (the day you are recording it)

Date Received (when funds actually hit the bank)

Source of Funds (usually EFT)

Contact (who the money is from)

Allocate the trust funds to the relevant file(s).

Press Save, then Finalize when ready.

Finalising locks the record. If you need to make changes, you’ll have to reverse and re-enter.

Below is a video showing this in action