Post Manager Draw

At the end of each Rent Cycle you will want to pay yourself all your accumulated Management Fees. The easiest place to do this from is the Banking > Reconciliation

This will bring up the Post Draw form. Most users simply transfer the money from the Trust Account to their Operating Account using their bank's online banking system. In this case select Other ACH as the payment method.

Retaining Reserve Funds

Usually you will want to keep some funds in the Trust Account to cover bank or other fees. To do so, simply change the amount on the Draw form to something less than the full amount.

Verifying Trust Funds
You can always verify the Beneficiary of all funds in your Trust Account using the Beneficiary Summary report. It's a good idea to compare the balances in Rentables to that of your trust account periodically to insure they do not get out of sync.

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