 |
Getting the most out of automated documents |
Settlement Statement - Purchase/Sale - QLD |
||||
Where it isState: QLD Path: Conveyancing/Purchase/Pre Settlement and Conveyancing/Sale/Settlement |
||||
What it looks like |
||||
|
|
||||
Where the data comes from |
||||
|
|
Calculation: Matter Info: Person Responsible initials: Matter number | |||
|
|
Calculation: Purchaser's surname(s) obtained from Purchaser contact card(s) and Vendor's surname(s) obtained from Vendor contact card(s) | |||
|
|
Property Details: Property Address | |||
|
|
Conveyancing Details: Settlement Date | |||
|
|
Settlement Financials: Adjustment Date automatically populates from Conveyancing Details: Settlement Date but can be manually overwritten | |||
|
|
Conveyancing Details: Contract Date | |||
|
|
Conveyancing Details: Settlement Details: Location | |||
|
|
Conveyancing Details: Settlement Details: Time | |||
|
|
Conveyancing Details: Purchase Price | |||
|
|
Conveyancing Details: Deposit Total | |||
|
|
Calculation: Purchase Price less Paid Deposit Amount | |||
|
|
Settlement Financials: All Adjustment Items | |||
|
|
Calculation: Total of all Purchaser and Vendor Adjustments in Settlement Financials plus Balance (11) | |||
|
|
Settlement Financials: Cheques: Cheque Direction, all Vendor selected cheques | |||
.png){kind=small} |
Calculation: Settlement Financials: Vendor Cheques Total Amount | |||
.png){kind=small} |
Settlement Financials: Adjustments: Water Usage | |||
Handy Hints |
||||
|
|
To remove an item from Settlement Financials hover over the entry with your mouse and click the Delete button | |||
|
|
If the deposit does not display, ensure it has been selected as paid in Conveyancing Details | |||
.png){kind=small} |
If GST applies to the purchase price select the GST Type in Conveyancing Details and complete the GST Amount | |||
|
If GST applies to adjustments, check Plus GST on each adjustment in Settlement Financials | |||
.png)
