SA - Adjustment Statement Purchase/Sale

Where it is

State: SA

Path: Conveyancing/Purchase and Conveyancing/Sale

What it looks like

Where the data comes from

1. Vendor contact card(s)
2. Purchaser contact card(s)
3. Property Details: Property Address
4. Conveyancing Details: Settlement Date
5. Conveyancing Details: Purchase Price, GST, Deposit Amount
6. Settlement Financials: Add Statement Item > Price & Adjustments
7. Calculation: Total of all debits less total of all credits
8. Calculation: Total of the whole debit / credit columns

Handy Hints

• The deposit status must be selected as ‘Paid’ for the amount to populate
• 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