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Getting the most out of automated documents |
Reconciliation Statement - Purchase - NSW |
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Where it isState: NSW Path: Conveyancing/Purchase/Pre Settlement |
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What it looks like |
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Where the data comes from |
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The Amount Required to Settle section of the Settlement Financials > Payments tab | |||
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The Settlement Financials > Payments tab
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All Payments entered to Settlement Financials > Payments tab that have Bank selected from the Paid From option | |||
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All Payments entered to Settlement Financials > Payments tab that have Trust selected from the Paid From option | |||
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All Payments entered to Settlement Financials > Payments tab that have ELNO selected from the Paid From option | |||
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All Payments entered to Settlement Financials > Payments tab that have Client selected from the Paid From option | |||
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All Payments entered to Settlement Financials > Payments tab that have Sale Proceeds selected from the Paid From option | |||
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Handy Hints |
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Ensure that you have selected the Paid From option for all Payments entered to Settlement Financials |
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Ensure that you have entered all additional or extra Amounts Required to Settle to Settlement Financials | |||
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If there are Sale Proceeds, go to the Conveyancing Details layout and select the Simultaneous Sale and Purchase checkbox |