TL;DR
1
Navigate to Financials
Go to Financials and Trust Account Ledger.
2
Add a Ledger
Click Add Ledger and name it, then save.
3
Confirm Creation
Check Fee Categories to see your new ledger.
Let's Do It Together!
Step 1: Access the Ledger Section
Navigate to Financials and select Trust Account Ledger.
View the list of existing ledgers in Keyhook.
Step 2: Add a New Ledger
Click on Add Ledger.
Enter the name for your new ledger, for example, Lease Break Fee.
Click Save to create the ledger. Your new ledger is now created and ready for use.
Step 3: Verify the New Ledger
Return to the Fee Categories.
Check the list to confirm your new ledger appears. The new ledger now shows up in the list.
If you need more help or have any questions, just reach out to us at support@keyhook.com — we're always here to help!