Setup for Realti/PCLaw® Integration

Setup for Realti/PCLaw® Integration

Setup the Computer

If you're planning to use the PCLaw integration in Realti, you'll need to follow the below steps to setup your computer.
  1. Check to see if there is a folder on your computer called Realti on the local C:\ drive. If you don't have access to this drive, create a folder elsewhere and remember it for a later step.
  2. In PCLaw, if you're using the PCLaw Favourites Desktop, add the Cost Recovery icon to the PCLaw Desktop. To do so, right click on the desktop: Click Add Button > File > Cost Recovery. Your PCLaw Favourites Desktop will acquire the Cost Recovery icon. Note: If you do not wish to use the Favourites desktop, you can skip this step.
  3. Print off a list of Explanation Codes for reference when setting up your disbursement codes in Realti. Access this list of codes in PCLaw by selecting Options > Lists > Explanation Codes. This will come in handy when setting up your G/L information in Realti. Note: The Tax Status doesn’t show on the list of disbursement codes in PCLaw. You will need to open each code that’s a disbursement to note the Tax Status and Special Fee status: Y, N, or B.
  4. Find the location of your Statdata folder (in a later step, you'll need to copy the two Cost Recovery Layout (CRL) files to this folder).
    1. Click Help > About PCLaw
    2. In this screen, hold CTRL + SHIFT and click the Tech Support button
    3. You'll now see a screen showing PCLaw program directories. Note the location of the StatData folder.
  5. Complete the Realti setup in your Account to Client settings located under the Settings wheel to export files to PCLaw. This step consists of entering your PCLaw G/L Code and Explanation Code information into Realti using the list generated in step 3, and specifying which items to send to PCLaw.

Setup G/L in Firm Settings

This is a one-time setup in your Account to Client under Settings to export files to PCLaw.

Log into Realti, navigate to Settings > Account to Client . Then select PCLaw under Export Options located at the top left side of the screen.
 
After selecting PCLaw in the Export Options section, you’ll see prompts for certain information. This should be done first.
  1. Enable Append in PCLaw Export: This option allows you to send more than one file to the data files for export.
  2. PCLaw Export File Location: Specify the location where your export files will be kept. The  default is C:\Realti, but if you have modified this, type in the correct location to match the folder you created in Step 1 above.
  3. Download Both Cost Recovery Layout Files: Click on the Cost Recovery Disbursement File and then the Cost Recovery Fee File to download them. Copy those downloaded files to the folder in Step 4 above. 
Next, enter default PCLaw settings for each type of real estate transaction for disbursements: Purchase Disbursements, Sale Disbursements, Mortgage Disbursements and any Customized Accounts you may have created. Each must be configured separately.

On the right side of the disbursments section, note the PCLaw, Expl., and G/L# headings.
 
Using your printout from Step 3 (G/L numbers and Explanation Codes), complete the following information:
  1. In the PCLaw column, indicate for each disbursement whether that item should be exported to PCLaw as a default by activating the checkbox.
  2. Once the checkbox is active, in the Expl. column enter the Explanation code or “Nickname” for each disbursement for PCLaw.
  3. In the G/L # column, enter the G/L#’s for those disbursements as set up in PCLaw. Note that the codes must be exactly as they are in PCLaw for a successful import into PCLaw. 
For additional items showing in the Account to Client which may automatically come into your file Account to Client, such as Title Insurance Fees, Title Search Fees, etc. located in the Include In Account section, do the following:
  1. Under Incl, if you haven’t already, indicate whether you want each disbursement to automatically appear in your Account to Client
  2. Under PCLaw, indicate whether each disbursement should get sent to PCLaw, and then enter the corresponding explanation code (Expl.) and G/L # for each as they are set up in PCLaw. 
For additional disbursement items that you may choose from a dropdown in your Account to Client, indicate whether they should automatically be included in the PCLaw export and the Explanation Code and G/L # for each one (note that all of these defaults can be overwritten at the individual file level). Any additional disbursements you may occasionally add to your disbursement in a Account to Client should also be entered here. 
InfoAlertNote: If you amend or create new codes in PCLaw, you may want to update the codes entered in Settings > Account to Client.

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