Transactions

 

The transaction guide will assist you with searching for all types of transactions processed during a selected period.

All operations related to transactions are done from the trust account field

 

There are 7 types of transactions you can search these are;

·         All

·         Sales Deposits (only for offices with Sales Manager)

·         Advertising

·         Property Management

·         Bond

·         Rent Deposit

·         Supplier

 

 

All transactions allows you to search the whole data base if you know the transaction number i.e. cheque number 001001.

Sales deposits allows you to search the sales database for any deposits held in trust.

Advertising allows you to search the sales database for any advertising money held in trust.

Property management allows you to search transactions associated with the agreement.

Rent Deposit allows you to search via the tenancy to see all transactions associated with the tenant.

Supplier allows you to search via the supplier to see all transactions associated with the supplier.

Here you can also print the transactions you are viewing by highlighting the transactions, right click and print. 

In this section

• Cancelling Transactions