When depositing marketing funds into the trust account, it is important to record the transaction directly on the campaign record. This will assist in ensuring that all applicable laws and regulations are followed, and that accurate records are maintained.
Open the campaign record by selecting Marketing | Campaign Inquiry
Double-click to open
If the property does not exist, refer to the article New Marketing Campaign- How to Create
New Trust Deposit
1-The deposit is from the Vendor (if applicable)
2-The date of the receipt
3-Receipt Number and the method of payment
4-Narration
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 campaign balance
Tick to save & exit
