Trust Bank Button

CollectMax requires a Trust (reserve) account be selected for each Client.

To select a Trust Account for this client, click the button.

Users can choose the bank account that you would like this Client to use for the Trust or reserve money.

Users may click to select from a list of bank account codes.

Or click to add a new bank account code for this client.

To isolate Client money for costs advanced from general Client funds, you can mark the box labeled Enable Client Costs Bank Account. This option will not be available if there are already transactions that have been entered for this client and therefore must be set up when the client is initially entered into the system.

Users can choose which account you would like to use for the Costs for this client by clicking on the and choosing one of the established accounts. If you need to add a new bank account, click on the button to Add New Bank Account.

Click the button.