Navigating the Financial Screen (BC)

Navigating the Financial Screen (BC)

This screen is the hub of all the financial information for your file. Here, you can add, edit, and view all financial information pertaining to your transaction.

In a Purchase file, the Financial button consists of the following five tabs:
  1. Vendor Adjustments
  2. Purchaser Adjustments
  3. PTT
  4. Trust (In/Out)
  5. Account to Client

    Still can't find what you're looking for?

      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

      File Creation, Document Creation, and other general topics

      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

        • Related Articles

        • Statement of Adjustments - Vendor/Purchaser (BC)

          To view the Vendor Adjustments and Purchaser Adjustments tab, navigate to the Financial Screen in a purchase file. Enter a Closing Date, if you have not done so already in your file. ​ Adding an Adjustment Financial adjustments can be added in one of ...

        • Trust & Account to Client Tabs (BC)

          To view the Trust and Account to Client tabs, navigate to the Financial Screen in a file. Trust (In/Out) The status of your trust funds is always available in the Trust (In/Out) tab for all file types. This tab updates as information is entered into ...

        • Navigating the Financial Screen (NS)

          Here, you can review and modify the financial information related to a file under the following four tabs: Stmt of Adjustments; DTT; Account to Client; and Trust Statement. At the top of the page for each tab, there is a blue link to create the ...

        • Navigating the Financial Screen (MB)

          The Financial screen varies slightly in appearance and functionality depending on the file type. To access the screen, select a file (P, S or M), and, once loaded, click on the Financial Button. In general, there are four central components, each ...

        • Accessing the Trust Statement & Account to Client (MB)

          To access the Trust Statement and Account to Client, navigate to the Financial screen within a file.  Account to Client Defaults for the Account to Client are set up by your firm administrator. This is where you would add legal fees and ...