8. June 2017 02:54
by Admin
0 Comments
These instructions are for a new trust setup.
Select Administration

Select the newly imported trust

Enter details. In particular the trust total shares as this is used in the distribution.

Then go to Trust Groups

Select the newly imported Trust

Enter details. In particular the DC Acc Name and No, if you do payments by direct credit.

Check what has been imported. Go to reports and select Register Summary:

Select the newly import trust:

Click Print Preview:

Check the total shareholding is as expected:
