Sales Trust Navigation

Overview

Sales Trust Navigation

This article provides an overview of how to navigate the Sales Trust module in Reapit Sales.

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