Trust Accounting

Adding trust account details

3 minutes 0 seconds

Setting up your trust account

2 Lessons | Total: 9 minutes

Adding existing ledgers and opening balances

4 minutes 0 seconds

Managing ledgers with opening balances

5 minutes 0 seconds

Transactions and Ledgers screens

2 Lessons | Total: 6 minutes

How to upload ABA files

1 Lessons | Total: 2 minutes

Understanding ABA files and how to use them

2 minutes 0 seconds

How to add vendor paid advertising, items and packages

3 Lessons | Total: 12 minutes

Adding presaved advertising items and packages

3 minutes 0 seconds

Adding vendor paid advertising to the listing

5 minutes 0 seconds

Vendor paid advertising payment and reciepts

4 minutes 0 seconds

How to add and manage contracts

6 Lessons | Total: 29 minutes

Adding a contract to a listing

4 minutes 0 seconds

Editing buttons and checkboxes on the contract

5 minutes 0 seconds

Deposits screen of a contract

5 minutes 0 seconds

Commission screen on a contract

5 minutes 0 seconds

Default letters and letter templates

5 minutes 0 seconds

Finalise sale and trust screen on a contract

5 minutes 0 seconds

Creating invoices

2 Lessons | Total: 9 minutes

Creating an invoice

5 minutes 0 seconds

Creating an invoice from a contract

4 minutes 0 seconds

How to reconcile

2 Lessons | Total: 6 minutes

Adding your bank statement to Eagle

3 minutes 0 seconds

Reconcile your transactions

3 minutes 0 seconds

Creating reports for reconciliation and commissions

2 Lessons | Total: 5 minutes

Creating and downloading reconciliation reports

3 minutes 0 seconds

Creating commission reports

2 minutes 0 seconds

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Adding trust account details

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Resources

Lesson Resources

Transferring from your old Trust Accounting System to Eagle : Transferring from your old Trust Accounting System to Eagle
How to add a sales trust transaction : How to add a sales trust transaction