How do I create an opening bank balance?

When you first start using Expert Agent, ideally you would create your opening bank balance by Posting Opening Balances on your individual landlords and tenancy records so that you are able to start with correct balances on your records. These individual balances will then show in your bank on Expert Agent which should total up to mean that in theory your total balance on Expert Agent will match that of your bank balance.

It may be the case though that part of your bank balance is made up of funds that you are unable to assign to a client. In this scenario you would need to post a Journal Transfer. The journal transfer function is found in the Accounts sub menu of the Finance drop down. 

You would select "client account" as your debit nominal and "opening balance control" as your credit nominal. Don't forget to choose an appropriate date for the transaction.