How to enter a bill to pay your Trust Account
Step 1
Get in touch with our Support team to configure your agency profile for bond lodgements.
Step 2
In the Task tab Click Add a bill and enter the bond to be paid by the tenant.
When selecting to whom it is paying, click external creditor and search for your agency's trust account service provider.
Once entered, click Schedule.
Please note: It is best to have the bond paid prior to activating the tenant's lease. You can have them pay to their wallet and then click prioritise once the funds are in their wallet
Step 3
Once the tenant pays, the bond will be sent to your trust account and you will receive a notification from the app advising that the funds are ready for the Bond Board to debit it.
You can access the full history of bonds paid to your trust account by visiting your trust account creditor profile in contacts and clicking Financials.
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Step 4
Create the bond in your bond portal just like normal and wait for it to be debited from your trust account. Once processed, add the bond ID to the tenancy in the Managed App.
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Viewing the transaction history of bonds paid
Your trust account creditor profile will have a full transactional history of all bonds paid in. Reconcile these at the end of each month with the ones that have been debited by the bond board. This will give you a trial balance and match your bank statement at that time.
Step 1
To view the transaction history, search for your trust account in the Contacts tab under the Service Provider list. Once found, click View
Step 2
Click on Financials
Step 3
Filter as per your date requirements and view the transactional history.
If you would like a PDF, please click Print and save to PDF format.