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.
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.