Lets take a closer look at statements within conveyIT Maestro. Settlement Statements and Statements of Account are both generated in conveyIT Maestro with additional calculation tools available to users.
The Settlement Statement Tools in conveyIT Maestro include:
- options to calculate various apportionments
- ability to add sub-entries to the settlement statement
- tools to delete a row or move a row up or down
- button to Total the statement
Calculator options are:
- Rates (Local and Regional)
- Apportionment
Settlement Statements
When a conveyIT Maestro generated Settlement Statement is open in Microsoft Word, the "conveyIT - Settlement Statement" ribbon is displayed.
(Can't see the conveyIT - Settlement Statement tab? Try the Run Format Tool.If this doesn't work you could be missing the conveyIT Maestro templates. Email support@conveyit.co.nz to arrange a support session.)
Rates Calculator
The Rates calculator is used to calculate rates apportionment.
Select LOCAL or REGIONAL and complete the required fields. The rates apportionment will be calculated automatically and inserted in to the Settlement Statement.
Apportionment Calculator
The Apportionment Calculator is used to calculate other apportionments.
The Body Corp, Rental and Other tools allow users to add a debit or credit line to the Settlement Statement under automatically generated headings.
When Debit is selected the following is displayed -
The description is automatically generated when the heading is selected, however, this can be edited as required.
When Credit is selected the following is displayed -
The apportionment can be calculated using a number of options -
Enter the details required and select OK. A new heading with the calculated apportionment will be entered in to the Settlement Statement.
Body Corp, Rental and Other Tools
The Body Corp, Rental and Other tools allow users to add a debit or credit line to the Settlement Statement under automatically generated headings.
Subentries
The following drop down box is displayed when Subentries is selected.
This allows users to add sub-entry lines which can be added or subtracted.
When all information has been added to the Settlement Statement select "Total" to perform the required calculations.
Statements of Account
The Statement of Account generated in conveyIT Maestro includes a number of line items.
As for the Settlement Statement, selecting the relevant tools will insert additional lines to the Statement of Account.
When Fee is selected -
When Office Exp is selected -
When Disbursement is selected -
When all information has been added to the Statement of Account select "Total" to perform the required calculations.
Customisations
As with all documents generated in conveyIT Maestro, Settlement Statements and Statements of Account can be customised. Please contact us if you would like to discuss this further.