IBD Account details missing when trying to log an IBD Receipt?

IBD Account details missing when trying to log an IBD Receipt?

This article will cover account details missing when logging an IBD receipt in Reapit Sales.

An IBD Account may be logged against any Offer/Contract that has been signed (under contract / conditional or unconditional).

*Note: Reapit Sales supports one IBD account per offer/contract logged against a listing.

To enter IBD Account details:

1. Search for you listing and open the related property card.

2. Click on the Offers/Contracts tab
3. Scroll down to find the Interest Bearing Deposit Account section. Enter in the IBD Account details. (if you do not see the Interest Bearing Deposit Account details section, ensure the offer/contract status is under contract, conditional or unconditional).

4. Click Save to finish

The IBD account details will now be available when selecting IBD from the Account drop-down in a transaction screen within your Sales Trust module.