Create A New Ledger Via A Contract

When you are ready to start recording transactions against a contract, you must create a ledger to do so. This article will guide you through creating a new ledger via a contract.

1. On the side menu, click Properties.
2. Click Contracts.
   
3. Click the listing address to open.
   
4. Click Trust Transactions.
   
5. Fill in the details of the ledger:
   • Legal Name (required)
   • Trust Account (required)
   • Contact (required)
   • Ledger Number (required)
   • First Name (required)
   • Last Name
   • Company Name
   • Company ABN
   • Address Line 1 (required)
   • Address Line 2
   • Suburb (required)
   • Bank Account Name
   • Bank Account BSB
   • Bank Account Number
      
6. Click Save Ledger Account.