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.
When a conveyIT Maestro generated Settlement Statement is open in Microsoft Word, the "conveyIT - Settlement Statement" ribbon is displayed.
(Can't see the conveyIT tab? You could be missing the conveyIT Maestro templates. Give us a call on 0508 33 22 88 to fix this.)
Settlement Statement Tools
The Rates tools are 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.
The Body Corp, Rental and Other tools allow users to add a debit or credit line to the Settlement Statement under automatically generated headings.
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 all information has been added to the Statement of Account select "Total" to perform the required calculations.
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.