Managing Client / Trust Accounts
2 articles
How to Archive a Client/Trust AccountHow to archive a Client/Trust Account in Re-Leased — complete the pre-archive checklist to clear all balances and transactions, then contact Re-Leased Support to process the permanent archive.
Managing a Sales Trust (AUS Only)How to manage a Sales Trust Account in Re-Leased (Australia only) — set up a sale with commission, fund the account, create and pay expenses, add a buyer, process deposits,…