Navigating the Financial Screen (SK)

Navigating the Financial Screen (SK)

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.

The Financial button consists of the following four tabs:

  1. Statement of Adjustments (Purchase and Sale Files Only)
  2. Account to Client
  3. Estimated Purchaser's / Vendor's /Mortgagor's Adjustments
  4. Purchaser's / Vendor's / Mortgagor's Adjustments

    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

        • Navigating the Basic Screen (SK)

          To access the Basic screen, create a file or open an existing file from the File List on the Main Screen. The Basic screen is the default screen that appears after you have created a file or when you open an existing file. The basic screen consists ...

        • 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 (ON)

          Here, you are able to review and modify the financial information related to the file under: Stmt of Adjustments Land Transfer Tax Account to Client Trust Statement Closing Funds Summary At the top of the page for each screen, there is an ability ...

        • 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: Stmt of ...

        • 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: Vendor ...