Create A Ledger Via The Financials Section Of A Listing

When you are ready to start recording transactions against a listing but don't have a contract created yet, you can create a ledger in the listing's Financial section.

This article will guide you through creating a new ledger via the Financial section within a Listing.

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address of the required listing.
   
4. Click Financials.
5. Click Trust Transactions.
   
6. 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
      
7. Click Save Ledger