Property Tree: Creating Journals - Tutorial

Course 9 of 11 in Property Tree: Invoicing & Journals

Learn how to create a Journal and reporting.

Cancel Apply

rate limit

Code not recognized.

About this course

In this tutorial, we will walk you through the process of creating a journal and reporting. The Journal feature allows you to move funds between profiles for Ownerships and Properties, without disbursing funds out of Property tree or your Trust Account. 

At the end of this tutorial, you will be able to:

  • Create a journal for an Ownership or a Property
  • Report on journals using the Journals List and Income & Expenditure reports.

Curriculum00:02

  • Property Tree: Creating Journals - Tutorial 00:02
  • Survey

About this course

In this tutorial, we will walk you through the process of creating a journal and reporting. The Journal feature allows you to move funds between profiles for Ownerships and Properties, without disbursing funds out of Property tree or your Trust Account. 

At the end of this tutorial, you will be able to:

  • Create a journal for an Ownership or a Property
  • Report on journals using the Journals List and Income & Expenditure reports.

Curriculum00:02

  • Property Tree: Creating Journals - Tutorial 00:02
  • Survey