We have made some necessary changes to your Sale and Purchase matter types for improved efficiency in your conveyancing matters.
We are continuing to work on a large project to change the functionality behind our forms to use our Word App entitled LEAP Document Manager (LDM). This change is necessary to make our forms compatible with Word Online.
These changes are in preparation of future enhancements to our LDM versions of the Settlement Adjustment Sheets/Statement of Adjustments (SAS), with the NSW SAS LDM due for release firstly shortly. Keep an eye on the Forms Blog for release notification. These enhanced versions will contain a time-efficient two-way write back functionality, whereby Directions (cheques) created within the LDM will automate directly to your LEAP matter and vice versa.
The write back functionality can however only map to ONE location in your LEAP matter and that is the relevant Sale / Purchase Reconciliation table. The Cheque Details table will therefore no longer default to any newly created matters.
Why write back to the Reconciliation table and NOT the Cheque details table? [Read more…]