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Update Trust Ledger Automatically for Active Matters when Global Changes are Made (no need to reset)

There was a recent change with regards to the costs of transfers and mortgages effective early November. For new matters which are now created those new fees are properly appearing in the Trust Ledger. The issue is that for those which we already have entered into our system the only way which the Trust Ledger can be updated is to reset it (and clear all of the work already done on the file). I'd like to see a means of updating the Trust Ledger automatically when system changes are made for records which are active still. Obviously we do not want changes retroactively altering closed records.

  • Guest
  • Oct 21 2020
  • Planned
Bug
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  • Guest commented
    January 11, 2021 19:58

    We are having a similar ((?) issue though we are UNABLE, since the last update it seems, to go into Settings to change any of the DEFAULT values in our T/Ls....there are also a few items that are pre-populating automatically which SHOULD NOT BE.... ie registrations, etc...I would not care if we could amend the Default, but we cannot and are unable to revise the settings -- this was not the case previously.

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  • Guest commented
    October 21, 2020 15:39

    I agree, We should not have to update. It should be fixed by Unity

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