Where it is
State: 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
- Calculation: Settlement Financials: Vendor Cheques Total Amount
- 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
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