WA - Settlement Statement Enhancements
Jan 23, 2020 - 0 comments
- Settlement Agent's Fee and Disbursement Fee entries now populate from the Sale/Purchase Reconciliation layout instead of Matter Details Fee Estimates. This makes allowance for more than one entry to be made if required, and any wording used will populate into the Statement.
- Miscellaneous Items - Number of Items now defaults to 1 to save unnecessary data entry.
Once open, the Reconciliation Layout appears as below:
2. Click New Transaction
3. Enter details in either the Costs or Disbursements tab. You can use the pre-populated descriptions, or customise your own list. Once your entry details are complete, click Save and New for your next entry, or simply Save if you are done. (Note: only one entry (i.e. each Tab across the top is one single entry) can be added at a time from this layout).
4. Create a new Settlement Statement from Guides and Precedents, and go to General Information in Settlement Adjustment Sheet ribbon:
Here is where you can choose if you would like the disbursements included with your costs in the statement.
The Document Option ticks for Buyer/Seller Statement will pre-populate according to which matter type you are using. i.e. Purchase/Sale.
For further information on how to use the Sale/Purchase Reconciliation Layout click here.
For further information on how to use the Settlement Statement click here.
If you would like to provide any feedback to LEAP regarding these enhancements or anything else Content related click here.Categories :
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