Load a Deposit Investment Account Facility

Load a Deposit Investment Account Facility

PropWorx offers a comprehensive solution for clients to effectively administer investment deposits on behalf of their clientèle. It facilitates the creation of subaccounts for individual investments with the capability to accrue interest on a per-investment basis. PropWorx seamlessly integrates with a selection of esteemed financial institutions that support investment accounts, including:
  1. First National Bank 3PIM
  2. ABSA TPFM
  3. Nedbank Corporate Saver
  4. Mercantile Bank
  5. Grindrod TIS
By partnering with these reputable banks, PropWorx ensures compatibility and enables its clients to maximize the potential of their investment management capabilities

1. Click Accounting on the Main Menu.


2. Click Banking



3. On the main ribbon bar, select the Investment Accounts.



4.  Investment Accounts screen will open. 
5. Click on Manage button.



6.  User are able to have multiple investment accounts with the various facilities. User is able to:

Add New Investment Account:

  1. Click on New Investment Account button.
  2. Type in the Account Name and select the Facility from the drop-down.
  3. Click Submit Details button to create. The investment Account will be created. 


Delete existing Account:
  1. Tick the Investment Account in the list.
  2. Click Delete button. The investment Account will be removed. 


    • Related Articles

    • Investment: Import Investment Account

      PropWorx offers a comprehensive solution for clients to effectively administer investment deposits on behalf of their clientèle. It facilitates the creation of subaccounts for individual investments with the capability to accrue interest on a ...

    • Investment Accounts: Reports

      PropWorx offers a comprehensive solution for clients to effectively administer investment deposits on behalf of their clientèle. It facilitates the creation of subaccounts for individual investments with the capability to accrue interest on a ...

    • Deposit Management: Deposit Required vs Deposit cashbooks vs Deposit Investments

      The deposit that will appear on the tenant statement will depend on the manner that deposits are managed on PropWorx. Option 1: Deposits are held in the rental bank account When you choose to keep deposits in the same bank account as the rental ...

    • Manage Deposit on Lease Tab

      The deposit that will appear on the tenant statement will depend on the manner that deposits are managed on PropWorx. Option 1: Deposits are held in the rental bank account – deposits will be journaled to the Deposit Holding account. The deposit held ...

    • Loading & Managing Tenant Expenses (charges, payments, fees, deposits, provisions, general debit, credit note)

      1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Tenant Charges on the file tab ribbon bar. 6. Tenant Charges tab ...