This article walks you through configuring Purchase Adjustment/Trust Reconciliation settings in Unity® for users in British Columbia.
Setting these preferences ensures accurate trust accounting and smooth reconciliation of purchase adjustments.
Access Purchase Adjustment / Trust Reconciliation Settings
- From the Administration/Settings page, click Purchase Adjustment/Trust Reconciliation.
General Settings
In the General tab, choose how each item is inserted:
Into Statement of Account automatically
Into Statement of Account as an F9 value (field code that pulls the correct data from the matter)
Into Buyer Statement of Adjustments / Trust Reconciliation automatically
Into Buyer Statement of Adjustments / Trust Reconciliation as an F9 value
Items
Title Registration Fee – use the radio buttons to choose whether the fee calculates automatically or is entered manually
Title Insurance Premium
LTSA Title Searches
LTSA Title Documents
LTSA Registration Service Charges
LTSA Search Service Charges
LOTR Fee
Strata Documents Cost
Corporate Summary Search
Tax Certificate Cost
Software Transaction Charge
Insurance Binder Cost
Survey Certificate
Configure Purchase Matter Settings
To change the existing Purchase Matter template, click the Purchase Matter tab.
In the Purchase Matter window you can view:
- Reserved for field
- Text describing Credit or Debit
- Radio buttons to indicate Credit or Debit
- F9 Default Amount
To adjust the template:
- Click inside a row to select it, then click Move Up or Move Down to reorder lines.
- Click Reset to return the template to the default.
- After any changes, click Save.
Apply Template Changes at the Matter Level
When you save changes to a Trust Reconciliation template, they apply only to new matters created after the change. Existing matters remain unchanged.
To use the updated template in an existing matter:
Open the matter, go to the Trust Rec tab, click Actions, and choose Reset.
Important: Resetting the Trust Rec in a matter clears any existing values and replaces them with the current template. |
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