Trust Accounting, Reporting & Financials
COREWEB helps keep your business on target with financial tools, sales trust accounting and in-depth reporting.
Trust Accounting
CoreWeb has powerful yet simple Sales Trust Accounting ready for your agency to use.
- Keep sales trust accounts balanced.
- Generate cash receipts customised with your branding.
- Keep records online in your COREWEB account, backed up and accessible 24/7.
- Enter transactions and generate cash receipts on the go.
- Generate vendor statements with your agency branding, ready to email.
- Support IBDs, audit reports and bank reconciliation.
Reporting
COREWEB has a complete set of reports across contacts, properties, activities, marketing, finance and administration.
If you cannot find the specific report that meets your needs, get in touch and we can customise something to suit you.
Financials & Franchise Reporting
Record and track financial aspects of your business including commissions, marketing budgets and sales transactions.
COREWEB has franchise reporting tools that can be configured to meet the requirements of your franchise group, giving you a central place to manage and view reporting data.
Can't find what you're looking for?
Please get in touch and we can discuss how we can help you with your next project.
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