Use this area to setup and define Transaction Reasons. A Transaction Reason is simply the purpose of what you are transacting (either debiting or crediting) in the Trust Account. Real Estate Manager has pre-defined Transaction Reasons; however you may create any Transaction Reasons as you feel necessary.

1.       Click on the Administration button.

2.       Under Setup, select the Setup Tables option.

3.       Select Transaction Reasons.

4.       A Transaction Reason header will be displayed.

5.       In the Grid List area, left click in the white area under the Name heading

6.       Enter a Name for the Transaction Reason, this is simply an identifier.

7.       Enter a Description for the Transaction Reason.

8.       Select the appropriate Ledger Type that this Transaction Reason refers to from the Drop Down

9.       Select whether the Transaction Reason is a Debit or a Credit from the Transaction Type Drop

Down List

10.     Click on the Save button.