In Settings you have the ability to set the records per page, enter cheque clearance days, enter or edit bank account details and customise transactions reasons.
 

Within the Agentbox CRM  via My Office Master Users can;

• Edit Office and Licensee details to update receipts, transaction records and reports generated in the sales trust module
• Issue staff access to the sales trust module and to add/edit contacts financial information

Within the Sales Trust Module  via Settings Users can;

• Add/Edit Office General and Sales Trust Bank Accounts (standard Sales Trust subscription includes 1 office general and 1 sales trust account, for the ability to manage additional bank accounts please contact us to upgrade your package).
• Add/Edit next cheque number
• Add/Edit transaction reasons
• Here you can also edit the cheque clearance days and set up ABA payments which we will look at later in the course.