The purpose of this article is to provide the steps to add a trust deposit.
Navigate to Sales>>Processing>>Trust Transactions
Select Office, Class, and Responsibility from the dropdown
Click green “+” sign to select AND/OR add Seller and Buyer
To add a deposit, click on the green “+” sign and select Deposit from the Type dropdown
Date Paid will default to current date, but can be overwritten as needed
Enter Check #, only numbers can be entered
Click green + sign to add Payer
Select Resource Type from the dropdown
The Comment field is optional
Note: You are unable to type in the Transaction Number field. If you have the corresponding sale entered, you may click the green + sign and select the sale to attach it to, or when you retrieve the trust into the sale, the Transaction Number will auto-fill in the trust record.