Managing multiple bank accounts for owners of multiple properties has been made easier.

  • All bank accounts for a contact show on the contact page.
  • Ability to select a 'default' account to be used on new ledgers.
  • Ability to add a bank account from the Edit or Create Ledger areas.

Set up additional bank accounts in the owners contact file.

Select which account is the default account. 

Select from existing bank accounts or add a new bank account from a Ledger.

Do this by entering Trust Accounts tab, View All Ledgers and use the Search bar to type in the Owner/ Ledger name, select ledger and Edit Ledger blue button.