Matters Due for Settlement Report

May 5, 2025
Knowledge

How To

Location: LEAP Menu > Reports > Matters & Clients > Conveyancing > Matters Due for Settlement

Purpose: Displays active Conveyancing matters with a Settlement Date within a specified date range, with options to filter by matter type and staff.

Report Criteria: To be included in this report, a matter must meet the following conditions:

A Settlement Date must be entered under the 'Calendar & Tasks' tab of the matter.
The matter's status must not be 'Complete', 'Not Proceeding' or 'Archived'.

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This report focuses on active Conveyancing matters, and by default, it excludes matters where an inactive staff member is listed as 'Staff Responsible' or 'Staff Acting.' To broaden the results, you can change the 'Include Inactive Staff' setting to 'Yes.'

Report Filters:

Date Range	Displays Conveyancing matters with unconfirmed Settlement Date within the selected date range.
Staff	Includes three filters: Include Inactive Staff: Provides an option to include or exclude inactive staff in the 'Staff Responsible' and 'Staff Acting' lists for selection. NOTE: An inactive staff member is a staff member whose 'Current Staff' status has been toggled off under the Staff- Application Settings. Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the 'Person Responsible'. Staff Acting: Filters results to include only matters where the selected staff members are assigned as the 'Person Acting'.
Matter Type	Filters results to include only matters with the selected type(s).
Display	Includes two display options: Group By: Allows users to group the list by: None: No grouping is applied. Matter Type Staff Acting Staff Responsible Expand Row Groups: Only active when the 'Group By' option is not 'None'. No: When set to 'No', the grouped rows remain collapsed, not showing the matter's Staff Responsible or Staff Acting. Yes: When set to 'Yes', all grouped rows are expanded, further showing the matter's Staff Responsible and Staff Acting.

Report Filters:

Matter No.	The matter number.
Client	The client on the matter.
Property Address	The property address, entered in the 'Property' card of the matter table.
Resp.	The matter's Person Responsible,
Act.	The matter's Person Acting.
	NOTE: 'Resp.' and 'Act.' columns are only available when Expand Row Groups is set to Yes.
Settlement Date	Unconfirmed Settlement Date as recorded under the Calendar & Tasks tab of the matter, including any unconfirmed past dates.
Settlement Venue	The settlement venue set in the 'Settlement Details' card on the matter table.
Settlement Time	The settlement time set in the 'Settlement Details' card on the matter table.
Expanded List	When the list is expanded, the report adds the following details to each matters: Staff Responsible Staff Acting Exchange Date/Contract Date Cooling Off Date NOTE: Exchange Date/Contract Date and Cooling Off Date are based on the corresponding dates as recorded under the Calendar & Tasks tab of the matter.

Last Modified Date

5/05/2025 11:45 AM

Title

Matters Due for Settlement Report

URL Name

Settlement-Matters-Due-for-Settlement-Report-NZ

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