Sales Trust Navigation

 


Main menu items include:


Listings/Ledgers - Search and view all listings and their ledgers. Log a receipt, ledger transfer, IBD transfer or Payment directly against a specific listing

Transactions - Enter receipt, payment, ledger transfer or IBD transfer transactions, search and view all transactions, perform banking and reconciliation

Reports - Generate reports including all reports required by an auditor

Settings - Edit preferences, bank accounts and transaction reasons
Help - Access training documentation and videos

 


 


 


 

 

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