Probate Plus knowledgebase
Find out more at: https://probate.software/

Show the purchase of an asset during administration (PPv5)

If the estate purchases a new asset during the administration period, do the following:

1. Go to 'Estate...Add an asset'

2. Complete the usual information fields, including the date of purchase under the 'Date added to system' field.

3. At the bottom of the pop-up screen, choose which 'Cash Tracking Account' was used to purchase the asset in question. If necessary, create a new Cash Tracker on the fly, if the relevant one is not already on the system.

Have more questions? Submit a request
Powered by Zendesk