Sales Trust
167 articles
- Create a New Sale in Zenu Trust
- Reprinting a Sales Trust Receipt
- Moving a Sale to Unconditional
- Sale Progress- Updating a Status
- Marking a Sale Fallen
- Attaching a Solicitor in Zenu Trust
- Create a Sale Checklist
- Printing a Front Sheet
- Viewing all Transactions
- Creating a Manual Sales File
- Commission for a Conjunctional Sale
- Purchaser "cooled off"
- Cancelling a contract that has been linked to Zenu Trust
- What is found under each Menu Tab?
- Updating an Address in Zenu CRM & Trust
- How to verify vendor, purchaser & solicitor details in Zenu Trust to Zenu CRM
- Cancelling a contract with funds held in Zenu Trust
- Clients name spelt incorrectly in Zenu Trust
- Incorrect purchaser attached in Zenu Trust
- Fallen Sale - Second offer
- Sales Trust Deposit
- Marketing Deposit
- Reversing a Sales Trust Deposit
- Reversing a Sales Trust Payment
- Reversing a Campaign Trust Deposit
- Reversing a Campaign Trust Payment
- Reversing an EFT Payment
- Refunding a Sales Trust Deposit
- Adding Client Bank Details
- Transferring a trust balance to another Sale
- Viewing all Transactions in Zenu Trust
- International Payments via Zenu Trust
- A campaign deposit is missing in the bank reconciliation
- Printing Statements from Zenu Trust
- Update Company and Trading details on a Zenu Trust Receipt
- Adding Solicitor Bank Details
- Payment to a Third Party
- Account Sale Sufficient Funds
- Account Sale Insufficient Funds
- Account Sale Stakeholder
- Account Sale Section 27
- Account Sale Conjunctional Office & Multiple Vendors
- Account Sale Early Release of Full Deposit
- Account Sale Holding Back Commission
- Account Sale Invalid Client ID Code
- Reprinting an Account Sale Statement
- Reversing an Account Sale Status
- Vendor Solicitor Sending a Commission Invoice
- Adjusting a Sale
- Updating a Sale to Completed
- Reversing a Completed Status
- Reprinting a Completed Report
- Commission paid by purchaser
- Why didn't the Vendor name update on the Account Sale?
- Holding onto funds for maintenance
- Creating Marketing Items
- New Marketing Campaign- How to Create
- New Marketing Campaign- How to add Items
- New Marketing Campaign- How to create a Quote
- New Marketing Campaign- Invoicing the Vendor
- Creating a Marketing Invoice for Multiple Parties
- Drawing Down on Campaign Funds
- How to Deposit Marketing Funds into the Trust Account
- How to Deposit Marketing Funds into the Trading Account
- Printing a Campaign Statement
- Setting a Campaign Budget
- Increasing the Budget
- Incorrect Budget Set
- Date Based Marketing Items
- Marking a Marketing Item Inactive
- Creating Campaign Templates
- Deleting a Marketing Invoice (Multiple Items)
- Reversing a Campaign line (A single item)
- Reversing a Campaign line (A single item) and adding an adjustment line
- Reconciling a Supplier Invoice
- Reconciling a Supplier Invoice (previously incomplete)
- Marking Items as Used (in bulk)
- Creating Invoices (in bulk)
- Viewing Campaign Account Balances
- Creating an adjustment line
- Creating a campaign line credit
- Marketing- Campaign Line Inquiry
- Marketing- Transaction Inquiry
- VPA Pay Now or Pay Later
- The Invoiced Total Due has changed
- Why is marketing allocated to agents not green?
- The Total of the Branch Percentages must be 100%
- Creating a Manual Campaign- Listing not found in Zenu database
- Printing Campaign Statement - Items in Zenu Trust
- Printing Campaign Statement -Transactions in Zenu Trust
- New Marketing Campaign- Vendor Details Missing
- Updating Pricing on Marketing Items
- Adding a Signature to a Campaign Receipt
- Processing a Bank Reconciliation
- Reversing a Bank Reconciliation
- Reprinting a Bank Reconciliation
- Processing a Bank Batch of Cheques and Cash
- Adjustments - Unknown Deposits & Payments
- Transferring funds from Adjustments to a Sale or Campaign
- Transferring funds from Adjustments to a Rental Trust
- Transferring funds from Adjustments to an External Party
- Withdrawing funds from Zenu Trust in error
- How to Offset an Adjustment
- EOM Reports Clearing Old Adjustments
- Duplicate transfer from Adjustments
- Setting up ABA functionality
- Creating an ABA File
- Excluding a payment in an ABA File
- Received rental funds in Sales Trust
- ABA file rejected by Bank