on 29-09-2017 10:21 AM
Could you please tell me where I go to in the workspace to print off a Trust Account Statement for our accounting purposes?
on 29-09-2017 10:49 AM
The Trust Authorisation Record can be found by clicking the action cog wheel of the trust line item in the 'Sources' tab of the Financial Settlement Schedule and selecting 'View Authorisation Record'.
This record can be obtained as soon as trust funds have been authorised by the trust signatory. You may also access it once matter has settled.
Hope this helps!
on 29-09-2017 11:21 AM
Thanks Theresa, I just couldn't remember where it was.
Also we have had a run of non-pexa settlements due to the other party either not being PEXA registered or not willing to proceed through PEXA at this stage.
Go figure, the more practise the better I think.