Unity Feedback and Ideas

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Advance Closing list with receipts and expenditures

This was in the GoTo tab/custom lists of Conveyancer. I am a real estate/book keeper, it is extremely helpful to come in each morning and print off the list of closings the office has that day. There is a list, but it do NOT have expenditures, which is really what I am looking for. It helps as well to catch errors others may have in their trust ledger. The list says something and we receive another amount. PLEASE bring it back. Thanks!

  • Guest
  • Mar 1 2021
  • Already exists
Product Improvement
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  • Guest commented
    January 13, 2022 17:45

    The one you have right now is produced with Excel. It' far away from the one we can produce from Conveyancer. Totally different format and not adjustable!

    Please fix it! We need word or PDF documents with the correct format.

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  • Admin
    Alishia Blackmore commented
    December 31, 2021 17:06

    Good Afternoon and thank you so much for your feedback!

    Please contact our Document Customization Services Department and they can create and add the requested export file to your account:

    https://doprocess.zendesk.com/hc/en-ca/requests/new?ticket_form_id=360000259472

    Thank you and happy holidays!

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  • Guest commented
    April 27, 2021 15:33

    The custom document that can be created and added to be exported, does not work efficiently.
    The time you would need to spend adjusting every column in the excel sheet it produces in order to be able to read the contents, would take longer than handwriting the information yourself. This sheet in conveyancer was so easy to print off quickly and have all the information you need throughout a busy closing day

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  • Guest commented
    March 18, 2021 14:33

    This is something that the bookeepers in our firm also used regularly and now that it is not available to them the Law Clerks need to add steps to their work when this feature helped before to make this process more streamlined. This is a feature that helped the entire law office and it is a HUGE inconvenience to LAW CLERKS, BOOKKEEPERS, ASSISTANTS, RUNNERS. PLEASE BRING THIS BACK SOON!!!!!

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  • Admin
    Teri Cale commented
    March 13, 2021 06:02

    Please contact our Document Customization Services Department and they can create and add the requested export file to your account. https://doprocess.zendesk.com/hc/en-ca/requests/new?ticket_form_id=360000259472

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  • Guest commented
    March 09, 2021 19:38

    PLEASE bring this back!

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