When depositing trust money into the trust account, it is important to record the transaction directly on the property record. This will assist in ensuring that all applicable laws and regulations are followed, and that accurate records are maintained.
Open the property record by selecting Sales | Sale Inquiry
Double-click to open
If the property does not exist, refer to the article Create a New Sale in Zenu Trust
Select Trust
New Trust Deposit
1-The deposit is from the Purchaser (if applicable)
2-The date of the transaction
3-Receipt Number and the method of payment
4-Corresponding details for deposit e.g. Initial, Partial or Full Deposit received.
Select the print icon & OK
The receipt can be printed, emailed to multiple parties, or saved as a PDF/XPS
The deposit is now reflected in the trust balance
Tick to save & exit
