Booking Management

Control all transactions through the trust account on easy to use online software.

Call 020 7190 9988 to discuss your business requirements or Book A Demo

Reconciliation

PTS Reconcile your transactions each working day for You.

Transactions

View all transactions in one easy to use system allowing for complete transparency.

Overview

The PTS software gives you a complete overview of your finances.

The PTS software has been designed specifically to give the user a complete overview as well as control on how you choose to administer your funds held in trust. Within the software’s financial section, setting up a payment to beneficiaries is an easy straightforward process and takes a couple of minutes.

The software can be accessed by anywhere you have an internet connection and no downloads required.

FAQs

When can I see my transactions on the PTS software?

All transactions are imported into the PTS software by 10.00am GMT each working day in the UK.

How can I pay my Suppliers?

Paying a Supplier could not be easier with PTS. The software works as a standard bank account allowing you to upload invoices and schedule debits.

When will my suppliers receive payments from the PTS trust account?

PTS have a supplier payment run each working day in the UK. Payments to suppliers can be set to be received the same working day if you require.

How do I know when PTS have paid my suppliers?

The PTS system will update automatically once a supplier payment has been authorised by the Trustees. A remittance email is generated to the supplier and copied to you, the PTS member, for all supplier payments debited from the Trust account.

Call us on 020 7190 9988 to discuss your business requirements or Contact us.

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plan and cashflow forecast designed around your specific business






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