Help

• Topic 1 – Start Up, Search Files and Enter New Files

        1.1 - Start Up, Keyboard Shortcuts, search files and Current File Details

        1.2 - Create New File, Reps and Referred, Real Estate Agents and other Settlement Agents

        1.3 - Entering Sellers and Buyers Details

        1.4 - Contract details, finance, mortgages, Encumbrances, Additional and Special Conditions

        1.5 - Fees & Duties and Disbursements

        1.6 - Third Parties, Strata Companies, Local Authorities

        1.7 - Reports

        1.8 - File Agenda, Daily Agenda, Diary and VOI

        1.9 - Notepad

        1.10 - Letters, Printing and Screen Printing

• Topic 2 – Unconditional Files and Entering Rates

        2.1 - Finance Approved and All Conditions Met

        2.2 - Calculators and Discharge of Mortgage

        2.3 - Extra Charges

        2.4 - Shire Rates and Extra Rates

        2.5 - Water Rates, Regional Rates, Water Consumption and Land Tax

        2.6 - Strata Levies and Strata Insurance

• Topic 3 – Statements and Balancing

        3.1 - Statements and Cheque Splits

        3.2 - View Balances and Balance Sheet

        3.3 - Settlement Book

        3.4 - Settlement Instructions

• Topic 4 – Trust

        4.1 - Trust Account Status, Receipts and Issue Cheques and EFTs

        4.2 - View Current Ledger

        4.3 - Journalling

        4.4 - Held in Trust Statements and Payments

        4.5 - Present Via List

        4.6 - Cancel and Adjust Cheques and Receipts, Unpresent Cheques, Reprint Cheques and Receipts

        4.7 - End of Day, Backup, End of Month and End of Year

• Topic 5 - Communication, Quotes and Maintenance

        5.1 - Communication, Landgate, Online Stamping and Title Insurance

        5.2 - Email, Sms and Scan Document

        5.3 - Quotes

        5.4 - Title Register, Archive Search and Lookup Lists

• Topic 6 – Licensee/Manager/Administrator

        6.1 - Edit Settlement Users

        6.2 - Amend Existing Letters

        6.3 - Create New Letters

        6.4 - Interest Bearing Accounts

        6.5 - Back Up, Restore Database, Reindex and Purge

        6.6 - Quote Reports, Professional Indemnity Insurance Report, Edit User Data and Fee Chart

        6.7 - Rates Library, Account details, Transaction Numbers, Setup Ledgers & System Ledgers

        6.8 - View and Print previous End of Day, End of Month and End of Year