Index

Adding a new Trust Bank Account

Click ‘Add Bank’ button at the bottom of the lookup, or the plus button in the Navigation Bar if you have an existing account open:

Once you have added the account the maintenance screen will be opened. You can use the paintbrush button on the right to select a background colour, use the ‘Next Key Values’ tab to assign your next cheque number etc. and if it is a Controlled Money Account that you are adding it is important to tick ‘Controlled Money’ and enter the expiry date and relevant file code.

Adding a new Trust Bank Account

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