Conveyancing Utilities

The configuration for the Conveyancing Module is set through Utilities.  The options for configuration are:

• “Master Finance”

• “Leasehold Payment Periods”

• “Land Registry Fees”

• “Stamp Duty”

• “Land Registry Fees”

To amend the configuration:

1. Load Utilities

2. Choose “Modules”.

3. Double click on “Conveyancing”.

Land Registry Fees

These are split into “Purchase” and “Remortgage”:

1. Double click on the description to edit e.g. Purchase or Remortgage

2. Double click again to edit the ranges:

3. Click on OK to save changes

4. Right click on an item to display the full range of options, including print.

Leasehold Payment Periods

The standard payments periods are Annually, Half Yearly and Quarterly.  If any other periods are required, right click and “Add Leasehold Payment Period”.

Add the period e.g. Monthly and click OK to save changes

Other right click options include Edit, Delete and Print

Land Registry Information Services Fees

Here you can list all the standard LR Info Service Fees along with their charges depending on what method is used to apply for them.

1. To edit the Land Registry Information Services Fees, click on “LR Info Services Fees”.

2. Double click to edit an item.

3. Click on OK to save changes

4. Right click on an item to display the full range of options, including Add and Print

Master Finance

Master Finance is used to amend the global list of standard transactions available under the Finance section.  This should contain a list of all transactions that would appear in the completion statement as standard.

Double click to select the payment/receipt type you wish to amend (note that Payments and Receipts are listed separately)

Double click on the item to edit:

• “Type” – options are sale, purchase, transfer, remortgage or other.

• “Payment/Receipt” – options are payment or receipt.

• “Calculation Type” – options are Property Price, Chattels, SDLT, LR Fees Scale 1, LR Fees Scale 2, Property Percentage, Local Authority Search Fees, Land Registry Information Services, New Mortgage Advance, Creditor Balance, Charge for Period, Not Applicable, Old Mortgage(s) Value (see below for instructions on using the Calculation Type).

• “Description” – free text field to describe the payment or receipt.

• “Amount” – free text field in which to type the amount, if it is fixed.

• “VAT Rate” – options are Not Vatable, Zero Rated, Rate N, Exempt, EC Rate and Standard Rate 1.

Calculation Type

Calculation Type contains built in references and calculation fields which can be used to draw information from other parts of the system e.g. Purchase Price or to perform calculations e.g. Stamp Duty.  Choosing Not Applicable as a Calculation type will allow the user to enter any figure in the ‘Amount’ field

Click on “OK” to save changes

Right click on an item to display the full list of options including print.

Stamp Duty

1. To edit the Stamp Duty rates, double click on “Stamp Duty”

2. Double click on “Purchase”:

3. Double click on the range to edit:

4. Click on OK to save changes

5. Right click on any item to display the full range of options, including print.