17 STEPS
1. Click finances.
2. Click adjustments.
3. Hover over the sale price and select the edit icon to enter in the sale price details.
4. enter sale price details and click save.
5. You also have additional options regarding netting out HST from sale price. Select the drop down menu to choose the appropriate option.
6. To edit the deposit, hover over the line and select the edit icon.
7. You can choose to add another deposit from within the deposit area, by clicking add deposit.
8. You may wish to select to include all details in document, or to de-select this.
9. Enter all information pertaining to the deposit and click save.
Note, you may also wish to add an additional deposit, and to include details in document.
10. To enter in property tax details, click on the edit icon.
11. Select the appropriate bill type from the drop down menu.
Enter all corresponding details and click save.
12. You may also wish to override the balance due on closing. Select the toggle to do so.
13. You may now enter the new balance due on closing, which will advance to the Trust Ledger.
14. You can set the adjustment date by clicking on the calendar icon.
15. You may also choose to add adjustment by clicking the add adjustment button.
16. You can select an adjustment from the following list.
17. You can choose to print, copy, or export your document to PDF of Word.
That's it! You're done.
Next step: Practice
