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Sales Trust Module
ABA Payment Set UpThis article shows how to complete the Set Up ABA Payments settings in the Reapit Sales Sales Trust module.
ABA PaymentsTransactions: This article shows how to make ABA Payments in the Reapit Sales Sales Trust module.
Account SaleListings / Ledgers This article discusses the account sale in Reapit Sales.
Account Sale FooterListings / Ledgers This article shows how to manage the account sale footer in Reapit Sales.
Add/Edit Cheque NumberSettings This article shows how to enter/edit the next Cheque number in Reapit Sales Sales Trust module.
Archiving a Sales Trust Account & Decreasing Trust Account LimitsThis article discusses about archiving a Sales Trust Account & decreasing Trust Account Limits in Reapit Sales.
Backdating Receipts & PaymentsThis article explains Backdating of receipts and payments in the Reapit Sales Sales Trust module.
Bank AdjustmentsThis article covers bank adjustments and resolving bank adjustments in Reapit Sales.
Bank ReceiptsThis article provides you information on Bank Receipts in Reapit Sales Sales Trust module.
Dishonour a Cheque (Receipt)Transactions The article demonstrates how to dishonour a check in Reapit Sales Sales Trust module.
Existing IBD AccountsThis article demonstrates how to record sales funds being held in your IBD accounts within Reapit Sales Sales Trust module.
Existing Trust Account / Current BalanceInitial Setup > New Clients This article steps you through the process of performing the initial reconciliation in Reapit Sales if your office is currently holding funds in any of your Trust Accounts.
Generate ABA FileThis article shows how to generate an ABA File in the Reapit Sales Sales Trust module.
How to Enter an IBD AccountSettings This article shows how to enter IBD account details to a property in Reapit Sales.
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.
IBD TransferTransactions The term IBD Transfer, is used in Reapit Sales to describe the transfer of funds between a sales ledger in the main Sales Trust Account and the specific IBD Account logged against the same sale (offer/contract record).
Introduction to Sales TrustThis article provides an introduction to the Sales Trust module in Reapit Sales.
Ledger TransferTransactions This article explains how to perform ledger transfers in Reapit Sales Sales Trust module.
Listings/LedgersListings / Ledgers Listings/Ledgers provides a search facility and lists of all listings in your Reapit Sales system. From within the listing record, you can log a receipt, view the ledger balance and perform a ledger transfer, IBD transfer, Account Sale or Payment.
Log Unpresented ChequesInitial Setup - New Clients This article demonstrates how to log unpresented cheques in Reapit Sales Sales Trust module.
Manual Receipt BooksThis article explains about manual receipt books in Reapit Sales.
Multiple Trust AccountsFAQs & Trouble Shooting This article contains information that relates to operating multiple trust accounts in Reapit Sales Sales Trust module.
New Cheque BooksNew Cheque Books FAQs & Trouble Shooting This articles assists with New Cheque Books and directs you to the instructions on how to update cheque book numbers in the Reapit Sales Sales Trust module.
New Trust Account - No Current BalanceInitial Setup > New Clients This article steps you through the process of performing an initial reconciliation in Reapit Sales.
Payment From an IBD AccountTransactions > Payments This article contains information on Payment form an IBD Account in Reapit Sales Sales Trust module.
Payment From Sales TrustTransactions > Payments This article explains how to initiate payments from the Sales Trust module in Reapit Sales.
Print LedgerListings / Ledgers Transactions by Ledger: includes transactions by ledger (including ledger transfers). It does not include IBD transactions (with the exception of IBD transfers to or from the trust account).
Print StatementListings / Ledgers This article shows how to print statement in Reapit Sales.
Re-email ReceiptTransactions - Receipts This article shows how to re-email receipt in Reapit Sales.
ReceiptTransactions This article explains about receipt in Reapit Sales.
Receipt Into IBD AccountTransactions - Receipts This article explains how to receipt into IBD account in Reapit Sales.
Receipt into Sales TrustTransactions - Receipts This article explains how to receipt into Sales Trust.
Receipt Marketing FundsTransactions - Receipts This article shows how to receipt marketing funds in Reapit Sales.
Reconcile TransactionsThis article shows how to reconcile transactions in Reapit Sales.
Reconciliation HistoryReconciliation History provides a record of all reconciliations performed to date. This article explains how to search and view the Reconciliation history in Reapit Sales Sales Trust module.
Reconciliation ReversalThis article explains about reconciliation reversal in Reapit Sales.
Remittance AdviceThis article shows how to view or print the remittance advice in Reapit Sales.
Reprint Deposit SlipBanking: This article shows you how to reprint Deposit Slips in Reapit Sales Sales Trust module.
Reprint ReceiptTransactions - Receipts This article shows how to reprint receipt in Reapit Sales.
Reprint Reconciliation ReportsThis article shows how to reprint reconciliation reports in Reapit Sales.
Resolve Bank AdjustmentsThis article will run through how to resolve bank adjustments in Reapit Sales.
Reverse a Receipt or PaymentTransactions The article demonstrates how to use Search Transactions to locate a receipt for reversal within Reapit Sales Sale Trust Module.
Reversing TransactionsTransactions This article provides an introduction to reversing transactions in Reapit Sales Sales Trust module.
Sales LedgersThis article demonstrates how to log a receipt against a ledger in Reapit Sales Sales Trust module.
Sales Trust Bank AccountsSettings This article covers how to enter back account details into the Sales Trust settings in Reapit Sales.
Sales Trust Email TemplatesSettings This article shows how to configure Sales Trust Email Templates in Reapit Sales.
Sales Trust Initial ReconciliationThis article steps you through the process of performing an initial Sales Trust reconciliation in Reapit Sales.
Sales Trust Initial Setup ChecklistInitial Setup > New Clients > Sales Trust Initial Setup Checklist The following checklist will step you through the initial setup of your new Reapit Sales Sales Trust module.
Sales Trust Issue Staff AccessThis process outline how to provide staff with access to the Sales Trust module in Reapit Sales.
Sales Trust NavigationThis article provides an overview of how to navigate the Sales Trust module in Reapit Sales.
Sales Trust PaymentTransactions This article introduces you to Sales Trust Payments in Reapit Sales.
Sales Trust ReportReports This article outlines the available Sales Trust reports in Reapit Sales.
Sales Trust SettingsSettings This article provides an overview of the Sales Trust Settings General Tab in Reapit Sales.
Sales Trust Settings - General TabSettings This article provides an overview of the Sales Trust Settings General Tab in Reapit Sales.
Sales Trust TerminologyThis article covers a range of terminology to assist un understanding Sales Trust processes in Reapit Sales.
Sales Trust Vendor / Marketing LedgersThis article will cover Sales trust vendor and marketing ledgers in Reapit Sales.
Search PaymentsThis article shows how to quickly search for individual payments or all payments created in the Reapit Sales Sales Trust module.
Search ReceiptsThis article shows how to quickly search for individual receipts or all receipts created in the Reapit Sales Sales Trust module.
Search TransfersThis article shows how to quickly search for individual payments or all payments created in the Reapit Sales Sales Trust module.
Searching For ListingsListings / Ledgers This article shows searching for listings methods in Reapit Sales.
Supplier/ 3rd Party PaymentsTransactions This article covers Supplier and Third Party payment processes in Reapit Sales Sales Trust module.
Transaction ReasonsSettings This article shows how to add and manage transaction reasons in Sales Trust Settings within Reapit Sales.
Unable to make a paymentFAQs & Trouble Shooting This article assists with what to do if you are unable to process a payment in Reapit Sales Sales Trust module.
Unable to reconcile Sales TrustFAQs & Trouble Shooting This article assist with what to do if you are unable to reconcile a trust in Reapit Sales Sales Trust module.