ASSETS & LIABILITIES
- Managing a trust ledger (Video)
- Overview of Assets & Liabilities
- Managing Trust Ledger Accounts
- Debt & Gifting
- Buying or acquiring assets
- Account Transfers
- Recording and repaying mortgages or other loans
- Advancing and recovering loans to third parties
- Making distributions
- Trust Ledger - Reports
- Editing Account Movements
- Editing transactions
- Creating custom transactions
- Recording trust expenditures
- Recording trust income
- Revalue an Asset
- Pay/Receive Money
- Reconcile the suspense account (Editing account movements)
- Capital additions and removals
- Selling an asset