How do I choose where asset values and income after date of death is received?

This article guides you through how to choose where income after date of death and money ingathered from asset sales is received and where this will be displayed within estate accounts.

How do I choose where money ingathered from asset sales go?

How do I choose where income in to the estate after the date of death goes?

How do I choose where money ingathered from asset sales go?

• Open an asset 
• Go down to the Realised value 
• Enter the value and the date received. What's a realised value and how do I update it?
• If the money came straight in to the Client cash account, choose this option 
• If the money was received anywhere else, choose Other
• If Other is chosen, a field will then appear for you to free type where the money was received 

• You'll see the value of any assets sent to Other within the Reconciliation tab of Estate accounts: How do I find Estate accounts tabs?
• When you export the accounts you'll see the details within the Distribution sections: How do I export Estate accounts? 
• You'll see the value of any assets sent to the client cash account in the Client cash account tab within Estate accounts: Client cash account explained 
• Any client cash account value makes up the net estate total. If you haven't distributed yet, you'll see the amount within Net estate on the Distribution section in the estate accounts exports: How do I export Estate accounts? 

How do I choose where income in to the estate after date of death goes? 

• Navigate to income
• Enter income information. How do I add income?
• Within Proceeds of income destination, dependent on the asset, you will choose to send it to either Client cash account, Asset value or Other
• If Other is chosen, a field will then appear for you to free type where the money came in to

• Any income being paid directly in to the client cash account will show in the Client cash account and Income & receipts tabs within Estate accounts: How do I find Estate accounts tabs? 
• Any income being paid into the asset itself can be seen within the auto calculated realised value within the asset tile itself: How do I find the auto calculated realised value?
• Any income with destination of other will be displayed on the Income & receipts and Reconciliation tabs within Estate accounts
• When you export the accounts, you'll see client cash account and asset value income on the Income, sums received & receipts section and other income in the distributions section of the estate accounts outputs: How do I export Estate accounts?