User Manual files


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Opening Screen


Opening Screen (.pdf, 470kb)

Create New Holding Account (.pdf, 48kb)

Create New Client File (.pdf, 51kb)


Working with files


Open Existing File (.pdf, 254kb)

Entering File Data (.pdf, 19kb)

Generating Letters & Documents (.pdf, 374kb)

Settlement Statements - Compiling (.pdf, 378kb)

Settlement Statements - Reconciling (.pdf, 77kb)

Water Usage Calculator (.pdf, 53kb)

Processing & Posting Ledgers (.pdf, 262kb)

View Client Ledgers (.pdf, 28kb)

Receipting to Trust Account (.pdf, 31kb)

Making Journal Entries (.pdf, 52kb)

Changing File Status (.pdf, 37kb)

Changing File Prefix (.pdf, 24kb)

Change Party Acting For (.pdf, 26kb)


Trust Account


Reconciling the Trust Account (.pdf, 405kb)

Drawing Fees (.pdf, 58kb)

Drawing Stamp Duty (.pdf, 471kb)

Cancelling Spoilt Cheques (.pdf, 50kb)

Trust Account Reports (.pdf, 289kb)

Daily Banking (.pdf, 56kb)


Tools


Quick Quote Calculator (.pdf, 70kb)

Clearing File Locks (.pdf, 53kb)


Databases


Postcode Maintenance (.pdf, 41kb)

Statement Items (.pdf, 228kb)

Trust Acc Cheque Register (.pdf, 22kb)


Management Reports


Fees Generated (.pdf, 65kb)

Fees Monthly Performance (.pdf, 175kb)

List Files by Type (.pdf, 45kb)

Settlements Diary (.pdf, 32kb)


System


Settlement Statement Formulae (.pdf, 45kb)

Customise Program Environment (.pdf, 82kb)

Download Program updates (.pdf, 43kb)


Security


Security Access Levels (.pdf, 22kb)

Backing Up Data (.pdf, 28kb)


Appendix


Appendix A - Creating Templates (.pdf, 47kb)

Appendix B - Document Fields (.pdf, 81kb)

First Title Request for Insurance (16.3 MB)