Eagle CRM: Trust Accounting- eLearning

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 

Duration: 1 hour approximately