Once you've logged in to Trustworks, click on the trust you wish to recover a loan. Click Assets and Liabilities, left click on "I would like to ...". Under "Other Transactions" select "Recover loan".
This page follows "Advance loan", click here for the initial setup details.
Recover a Loan
Which loan account? Select the appropriate person from the drop down. In this example it is Bobby Jones
How much is being recovered? Enter the loan amount. e.g $1000
Going into? Select the account for repayment
Date of loan? Select the appropriate date
Any additional details
Account transactions - Loans / Gifting
Reports - Loan Advances