This article will show you how to advance a loan from the trust.
Once you've logged in to Trustworks, select the trust you wish to Add a loan advance to, click on Assets and Liabilities.
Left click on "I would like to ...", Under Account management select "Add a loan advance"
Add a new loan advance
Use this to create a loan (or advance) account that is not a bank account.
Who is receiving money? e.g. Bobby Jones
Description of the facility being provided - e.g. House Deposit
Additional information about the facility - Optional
Opening advance & Date - Optional
Accounts - Chart of Accounts
Click Assets and Liabilities to return to the main page to proceed to the next step of Advance loan. Click here to view the Advance loan page