How to set up ledger payments to be paid by direct payment

Ledger payments are usually paid out at the end of each month when you pay the Owners. You can either process the payment and then do a transfer from your Trust Account to your Trading Account or you can create an online file (same as you do for your owner payments)

You will need to set up the following if you would like to create an online file to pay your ledgers.

  • Click on Ledger (left hand side menu, underneath month end)
  • Click on Trading Account (bottom right hand side of screen)
  • Fill in all the details
  • Then Click save.

This is done now, so when you do your next month end you will be able to generate an online file.


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