If your role's permissions allow, go to Menu → Conveyancing → Deposits to view the Deposit List. The deposits page lists all of the deposits associated with the project and can be sorted by clicking on the header of the column you wish to sort by (unit, contract status, strata lot, primary purchaser, total amount, amount paid, the balance of the amount, due date and deposit status). If some of these categories are not visible to you, click the column selection button above the columns toward the right of the page to select them.
Filtering the Deposit List
Use the filter sidebar to create a list of deposits meeting the specified criteria. Filter categories include statuses, deposit name, deposit structures, pricing & payments, due date and unit details. Multiple filters can be applied simultaneously to focus on targeted deposits. For example, if the project has a deposit structure with multiple deposits, the deposits could be filtered to create a list of deposits with a status of Up to Date and a due date covering the span of next month to create a list of third deposits that will be due next month.
Mass Updating Deposit Due Dates
If specific deposit due dates are unknown at the time of contract writing, they can be mass updated once known. To do this, go to Menu → Conveyancing → Deposits and use the filters to focus the list to deposits meeting the update criteria.
Once the list of desired deposits to update has been created, check to select individual deposits or use the checkbox at the top to select all deposits on the page (if there are more than 25 deposits, view 50 or 100 deposits as needed to minimize repetition of the next steps). Click the Change Due Dates mass action button, then either type the new due date in YYYY-MM-DD format or use the calendar to select the desired date. Click Update to save changes.
Exporting Deposits
If your role’s permission settings allow, you can also export the deposits from this page. Click the micromenu at the top right, then click Export. Choose which email addresses to send the export to and add any notes that may be helpful.
By default, all available columns will be selected. To customize the column selection and export just the information you need, click Choose Columns. Drag and drop column headers to include or exclude them and to reorder them so that they export in exactly the order you choose.
If this is an export you expect you will need often, check “Save selected columns as a new custom export” so you can easily pull updated information as you need it without having to rebuild your export (be sure to give your export a descriptive name so you can find it again later).
When you are ready, click Send Export to send the export to the email address(es) noted at the top of the window.
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