- Setting up your trust account
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Adding existing ledgers and opening balances 0 hr 5 min
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Managing ledgers with opening balances 0 hr 6 min
- Transactions and ledgers screen
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The transactions screen 0 hr 3 min
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The ledgers screen 0 hr 4 min
- ABA files
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Uploading an ABA file 0 hr 2 min
- Adding vendor paid advertising, items and packages
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Adding pre saved advertising items and packages 0 hr 4 min
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Adding vendor paid advertising to a listing 0 hr 5 min
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Vendor paid advertising, payments and receipts 0 hr 4 min
- How to add and manage contracts
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Adding a contract to a listing 0 hr 4 min
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Editing buttons and checkboxes on a contract 0 hr 5 min
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Deposit screen of a contract 0 hr 4 min
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Commission screen of a contract 0 hr 4 min
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Default letters and templates 0 hr 3 min
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Finalise a sale and trust screen of a contract 0 hr 4 min
- Creating invoices
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Creating an invoice 0 hr 6 min
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Creating an invoice from a contract 0 hr 4 min
- Reconciliation
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Adding your bank statement to Eagle 0 hr 3 min
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Reconcile your transactions 0 hr 3 min
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Downloading reconciliation reports 0 hr 3 min
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Creating commission reports 0 hr 3 min
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Survey
Eagle CRM: Trust accounting course - Video
Setup your trust account, add payments and receipts, ledgers, contracts, and vendor paid advertising.
From setup through to your first end of month, this eLearning course covers all the essential trust functions in Eagle including ledgers, receipts, payments and bank reconciliation/end of month. Simple examples are used.
At the end of this course, you will be able to:
- Setup your trust account
- Create leger accounts and/or enter opening balances
- Add and manage contracts
- Manage vendor paid advertising and generate invoices
- Create receipts
- Enter agents commission
- Release funds and create payments
- Complete a bank reconciliation