Sales Trust
167 articles
Updating Timeline Status to Under Offer
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