Navigating the Financial Screen (AB)

Navigating the Financial Screen (AB)

The Financial screen controls all the financial calculations for the file. On this screen you are able to add, edit, and review all the financial information related to the file. The financial information is organized in four sub-tabs:
  1. Stmt of Adjustments
  2. Account to Client
  3. Trust Statement
  4. Closing Funds Summary
At the top of the page for each tab, there is a grey link to create the relevant LDD standard document (alternatively, the document can be created from the Docs button).

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      Billing, Accounting Integrations, Admin Functions & Reports

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      Province-specific information for AB clients

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      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

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