Add A Trust Account

Before you can process any transactions within your account, you will need to add the trust account details for your brand.

This article will guide you through adding a trust account to your PropertyMe Grow CRM account.

1. On the side menu, click Financials.
2. Click Trust Accounting.
   
3. Click Add Trust Account.
   
4. Fill in the details of the trust account:
   • Brand (required)
   • Officer In Effective Control (required)
   • OIEC License No (required)
   • Address Line 1 (required)
   • Address Line 2
   • Suburb (required)
   • Country (required)
   • Opening Date (required)
   • Next Receipt Number
   • Next Payment Number
   • Next Ledger Number
   • Next Trust Transaction Number
   • Bank (required)
   • Account Name (required)
   • Account BSB (required)
   • Account Number (required)
   • ABA Username
   • ABA User ID
      
5. Click Save Trust Account.