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Getting the most out of automated documents |
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Adjustment Statement - Purchase/Sale - SA |
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Where it isState: SA Path: Conveyancing/Purchase and Conveyancing/Sale |
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What it looks like |
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Where the data comes from |
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Vendor contact card(s) | |||
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Purchaser contact card(s) | |||
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Property Details: Property Address | |||
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Conveyancing Details: Settlement Date | |||
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Conveyancing Details: Purchase Price, GST, Deposit Amount | |||
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Settlement Financials: Add Statement Item > Price & Adjustments | |||
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Calculation: Total of all debits less total of all credits | |||
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Calculation: Total of the whole debit / credit columns | |||
Handy Hints |
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The deposit status must be selected as ‘Paid’ for the amount to populate | |||
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The adjustment date will automatically populate as the day before the settlement date, as entered into the Conveyancing Details unless you overwrite it in Settlement Financials | |||
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