SettsPlus

Topic

6.1 - Edit Settlement Users

Edit Settlement Users is the database to add, edit, delete and transfer Users. Go to the Blue House on the Desktop of the Server. In the first screen, select whether you wish to Edit, Delete, Change or Transfer a User or create a new User. For a new user, enter their details and then select Menu Options. These screens can be changed to allow more or less access to SettsPlus for each individual user. . Areas where you have given removed access for a user show as light grey icons in SettsPlus.

If you do delete a user, check that there are no current files open with funds remaining on a ledger or any Agenda items that need attention prior to deleting the user.

Should you have a conveyancer leaving and a new person replacing them and their files, you can use the Transfer User Option to move all files to the new conveyancer.
6.2 - Amend Existing Letters

Coming soon
6.3 - Create New Letters

Coming soon
6.4 - Interest Bearing Accounts

IBA – Open the IBA Account with your Bank, then Create the IBA entering the property, the Sellers name and Buyers name. Then on Behalf of person. Then the on Behalf of Address information, the Date and the details for the Bank Account details.

Next, go to Receipts/Income and enter the Name of the IBA Account, which is the Bank, branch and Account Number. Then who the funds are received from and on behalf of who, then the date and the amount of the funds.

When interest is received, check you are in the correct IBA Account, then go to Receipts/Income, enter the IBA Account details, who the Interest is received from, then the Date and amount of the interest.

When finalising an IBA, advise the Bank for the interest and balance of funds in the account, go to Cheques/Expenses, enter the IBA Account details, then payee the details and the Date and amount of the funds.

You can cancel an IBA Receipt or Cheque in the IBA Cancel screen, enter the IBA Account and select the item, then the reason for cancelling. Press OK.

In Trust Reports, select the IBA Account Statement will print a report showing the status of an Interest Bearing Deposit Account.
6.5 - Back Up, Restore Database, Reindex and Purge

Quote Reports At the bottom of the First Quotes Screen, select “Reports”. Conveyancer - Can be “All” or individual “Conveyancer”. Quote – Can be Pending, Accepted, Declined, All, etc. Select Date for the Report to Start and End. “OK” will generate the Report.

The Report for your Professional Indemnity Insurance – print the Archive Yearly Report

Edit User Data your users can edit to change their password or Title as well as e-mail address,that is shown on the bottom of letters. The User must first be created in the Settlement User screen (blue house) on the desktop.

Fee Chart can be used to set your own settlement fee scale.

Backup Database this should be a daily function so at the most you can only lose a days information. If you wish your IT person can set up the system to Backup to a remote location or you may backup to an external drive to take home daily. See also Video 6.11.
6.6 - Quote Reports, Professional Indemnity Insurance Report, Edit User Data, Fee Chart

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

Rates Library

In the Miscellaneous screen, the business information for your name, company, ABN, Landgate Box number.

Then in the Defaults screen, details for fees, strata as well as the estimated funds held for disbursements. You can amend this area to suit your business needs, for example you may wish to take out the estimated charges for a courier and only enter a courier charge if it is required.

For the Tax and Fees as well as the Water Consumption screens any amendments in these screens are usually completed as part of a SettsPlus update.

Settings covers letter setup, types of Quotes available and the greeting on letters for clients, which can be either formal or personal. The Australia Post ID is also setup in this screen.

Account Details

This is the Set up screen for your Bank details, Bank Account name, your ABN. The information for the End of Day and End of Month reports is set in this screen.

Transaction Numbers

This is the area to change the numbers for Cheques, EFT and Receipts. Please make sure when changing any numbers, that you bring the numbers forward only.

Setup Ledgers You may wish to add a new ledger, for example an unclaimed funds ledger to hold funds that have shown in your Bank Statement, but you are unable to find a file to allocate the funds too.

System Ledgers

System Ledgers can be set up by you.

There are two types of System Ledgers, with standard SettsPlus the ledger the numbering is 0000/0001, 0000/0002 and so on, the last two numbers as in 1 is for odd months like January and March and the even numbers like 2 are for even months like February and April. Fees, disbursements, GST and Stamp Duty ledgers are setup this way. To view your system ledgers go to Trust, Print Ledger List.
6.8 - View and Print previous End of Day, End of Month and End of Year

View PDF is used for searching saved PDFs and for completed End of Day, End of Month and End of Year Reports. You can find saved copies of all your PDF’d Reports in, “Communications”, click on “View PDFs”, click on “Reports”, click on current Year. All your End of Days, End of Months and the End of Year Reports are here stored in date order. You can reprint Reports from this screen to forward to your Auditor.

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