💰 Operations Accounting (OPEX)
Manage trust and operating accounting side by side in VRTrust. No more running a separate tool (or spreadsheet) just to track your operating account, and no more reconciling trust and operating activity in two different places.
Faster Bank Reconciliation
Reconcile trust and operating bank accounts in the same bank reconciliation workflow, and create a bank transfer directly from a bank record when moving funds between ledgers with automatic Due to Due from entries. Learn moreOne Set of Reports, Two Views
Balance Sheet and P&L reports, the General Ledger and Trial Balance reports now include Trust, Operating, and combined views. Learn moreSet Opening Balances
Set opening trial balances for your operating accounts when going live with OPEX, so operating activity starts on the right footing alongside trust accounting. Learn more
🏠 Reporting Features
Listing Groups
Group related listings under a single parent so owner statements and reports roll up automatically, while each child listing stays traceable for its own reservations, expenses, and activity. Learn more
🔌New Integrations
Authorize.net Payment Integration
Connect Authorize.net to automatically pull settled payment batches into VRTrust as deposits, with individual transactions and refunds mapped as line items. Learn more
🚀 Simplified Onboarding
VRPilot Onboarding Guide
New teams can see a guided, team-wide setup checklist that routes them to the right pages in the right order and saves progress automatically as steps are completed. Learn more
🔍 Faster Navigation
Quick Search
Search across all your data and jump directly to what you're looking for from the quick search popover in VRTrust. Learn more
📊Software Migration Tools
Historical Owner Statements
Import historical owner statements when migrating to VRTrust by mapping old accounts to your current statement template. Learn more
🔗 UI Enhancements
Added guardrails to prevent duplicate PMS connections from importing overlapping listings and affecting reservations or billing.
Users can now edit an expense or deposit's coding, description, bill-to, listing/reservation, or markup after it's been matched to a bank record if that is the only reason it's locked.
