Uploading Trust Account Opening Balances
Navigation: Global Overview > Settings > Opening Balances
Here you can fill in the opening balances for each community as well as the opening balances for your trust account(s). The two should balance or the system will not accept these changes.
Once you are done, click on Save opening balances.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article