1. To access and edit your trust ledger, click finances

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2. Click trust ledger

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3. To add a custom receipt or payment, click add

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4. Select bill or debt or custom in the payments category
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5. Enter the applicable information and click save
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6. To edit any of the payments or receipts that are not custom, hover over them and click view and it will take you to the applicable tab to make your amendments

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7. Click edit title

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8. You can edit the title of any disbursement, and click save

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9. If you wish to change the order of your payments or receipts, you can drag and drop the lines by clicking and holding on the arrow icon

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10. If you wish to remove any custom receipts or payments, click remove

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11. If you have a shortfall on your transaction, it will note at the top of your trust ledger that it is unbalanced
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12. Click add receipt to add the shortfall

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13. Closer does the calculations for you!
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You can amend the shortfall if there are different receipts coming in, and click save

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14. Your trust ledger will now be updated and show that it's balanced

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15. If you wish to hide the viewer on the right hand side, click hide viewer

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16. Click show viewer to bring the viewer back

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17. You can print, copy, export to PDF or Word at the top right
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