Firms now have the ability to make customised admin changes to their Settlement Calculator including setting a default statement type, ATO Withholding Certificate handling and the ability to pre-load Vendor Distribution Items and Purchaser Additional items into all Statements generated.
Once you have made the relevant setting changes, simply click on the save button and these will now be automatically included in any new Statements created moving forward.
**NOTE that these settings are at FIRM level (not individual matter OR user level) so any changes will be loaded into all Statements generated for all matters and users moving forward from the time you save.
To Access the Admin Settings page navigate to our Konekta Launch page (3 dots>Konekta) and click on the Link under our Konekta Premium Tile
See below for further information on each of the settings:
Disbursement Settings
Ability to enable/disable the automatic posting of the disbursement back to the matter for on-charging to your client. Here you also have the option to change the description that is posted to your invoices against the disbursement.
Company Logo/Footers
Need to update your logo on the generated PDFs? Do so by editing the existing image. You can now also add an image footer to your Generated PDFs.
Statement Settings
You now have the ability to limit what Statement Types your users can generate as a final PDF whilst also setting a Default Statement Type so that you wont need to select it each time when starting a new statement!
ATO - Clearance Certificate
If you do not wish to have the automatic Australian Taxation Office 15% line item added to your Vendor Distribution List, you now have the ability to disable this feature so you will not need to delete the line item if not applicable each time. **NOTE if disabled and you do not have the Clearance Certificate, you will need to manually calculator and add it in.
Pre-Loading of Fees
The ability to pre-load Vendor Distribution Items and Purchaser Additional Items that are relevant to all transactions (ie PEXA Fees, Fixed Conveyancing Fees etc). Once loaded and saved ALL new Statements created will automatically have these line items already included in your Statements!!! A BIG REQUEST FEAUTERE FROM USERS!!!
Fees Explained Section
Tired of repeating the same explanation to your clients on the different components of the Settlement Statement? Here you can pre-load a Summary page with various explanations to your Clients (ie How the deposit has been used, Commissions paid etc). You can also add a different explanation per Statement Type.
