What is the trust discrepancy alert threshold?
ForProperty managers
Who can do this
Organization users with Configure Accounting Settings.
Where to find it
Settings → Accounting → Trust discrepancy alert threshold.
Steps
- Enter a dollar amount and click away. "Threshold saved".
What happens next
The amount appears as Threshold on the Trust Reconciliation Worksheet.
Limits
Kera doesn't deliver the nightly trust alert email to anyone. Don't rely on it; generate the Trust Reconciliation Worksheet regularly instead.
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