How do I add additional deposits to a matter?

Mike Jackson

Last Update há um ano

Certain real estate transactions have more than the common number of deposits.  Prolegis allows you to add additional deposits (and a due date).  When added these deposits are automatically included in Statement of Adjustment calculations and the additional deposits are displayed on the actual Statement of Adjustments.


To add an additional deposit, go to the Actions menu in the matter and click on either Contract or Purchase Price.

Click on Deposits.

Add one or many deposits and click OK.

To save the changes to the Purchase Price, click Save.

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