SAMPLE BROKERAGE TRUSTSPECIAL ACCOUNT COLUMNAR LEDGER Com Ohio Form

Instructions and help about SAMPLE BROKERAGE TRUSTSPECIAL ACCOUNT COLUMNAR LEDGER Com Ohio

[Music] there may be times where you have a contact that you need to accept money from into your trust account but you don't have a ledger set up for them because you haven't actually signed a contract with them for any sale of property or a lease you can keep track of this easily through mantis property under the contact record in the L ger tab in this video I'm going to show you how to set up a ledger for a contact and how to record money coming in and out of that ledger that will then be reflected in your trust account reports so to do this you just bring up the contact that you want to set up your Ledger for and click on The Ledger tab in here you would select the trust account that you want to connect this ledger to put in the opening balance which is usually zero and the opening balance date which is usually the date of the first transaction and then you can also put in The Ledger name mantis property will automatically default this to the contacts name and company name but you c