Trust Banks

Create Trust Bank

1. Click on Accounting on the menu bar
2. Select Bank Accounts
3. Select the dropdown of Default Trust Account. 

4. Click on Edit and fill in the relevant details
5. Click Save 

Add funds

1. Select the Trust Bank Account from the list 
2. Click on More Options
3. Click on Add Funds from the dropdown 
4. Fill out all relevant information and click on Add Funds

5. Click Add Funds or Add Funds & Add Journal Entry 

Remove Funds

1. Select the Trust Bank Account from the list 
2. Click on More Options
3. Click on Remove Funds from the dropdown 
4. Fill out all relevant information

5. Click Remove Funds or Remove Funds & Add Journal Entry