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SettsPlus

SettsPlus is the industry standard Settlement software package for Conveyancers in Western Australia. SettsPlus is a tool for Conveyancers and Solicitors to provide Settlement services to their clients.

 
 

Release Notes SettsPlus Hosted


For Sett Plus Codebase Release Notes, please click HERE

  • Build 1038 - Released 12/08/2026

    Force Settviewer to show Toolbars and page navigation at startup
    Check 6 digit MTech numbering system if Auto Create ledgers set before skipping file numbers
    Added Auto Journal options for AML
    Renamed the Auto Journal Spare A, B, C, 1 to In House VOI, Privacy & Compinace Fee, Attending Fee and AML Fee
    Added options to allow drag and drop onto AML notepad page
    Force SettViewer to show thumbnails and bookmarks at startup
    Fixed missing right click options on AML page in notepad
    Fixed issue when doing Archive to now allow Cancelled file to be archived
    Added check when using cheques numbers previously used
    Fixed issue where SQL busy coming up when opening letters and clicking on another tab
    Fixed issue with Auto Payments when not using cheques
    Fixed Archive list to show cancelled files and cancelled reason
    Fixed Same email address Client not showing on LiveSign and envelope parsing error
    Fixed same email address Client not showing on easyAML and fixed transaction type selection issue
    Fixed API Backend not recording correctly AML transactions
    Fixed xml parsing error due to & in client name or company name
    Added missing KYC occupation for easyAML
    Fixed easyAML Create transaction Settlement date not correct

  • Build 1037 - Released 30/06/2026

    Added AML setup in SettUser and AML Fees in Rates/Quotes area
    Added AML Notepad Type
    Fixed issue relating to Stewart Title Unauthorised Error
    Added Easy AML
    Added option to bring up File Agenda in Archive Reports to clear any outstanding Agenda Items
    Added code to remove Web blocking flag from files downloaded from internet
    Added AML Cancel reason option to Contract Details
    Fixed Title insurance premium calculation to use exGST price
    Added LiveSign AML
    Added new First Home Owner Duty tables
    Added Directors and Secretaries to the SMS and Email
    Added Foreigner and date created to clients for AML
    Fix quote name check for previous years
    Added the AML fees to letters and fixed issue in sqlite not saving AML

  • Build 1036 - Released 16/06/2026

    SettsViewer save users formatting setting
    Add SMS auto append options
    Search Light API integration SettsPlus
    Ensure at least 1 Active Admin in SettsUser
    Add option for user to select front page, and add picture as front page option
    Fix issue where you can create manual cheque with the same number
    Pin Comments to left hand side
    Stewart Title New Form 2026
    Printed & Manual Cheques allow 0 number if not in use
    Add Secondary Email and Mobile to Buyer Seller report
    Keep old development name if matter cancelled or settled and development name is deleted from list
    Fixed issue where Setts crashes if try to edit sms string when none selected
    Add option to select the company director and secretary for a matter
    Fixed Subject line in SMS send email should be the property address
    Changed Word delay and allow selection default opening size
    Fixed issue CAF showing DOB in ACN field

  • Build 1035 - Released 01/05/2026

    Fixed issue where CAF showing DOB in ABN/ACN field
    Fixed company sealing clause if using 2 dir with seal in Landgate forms

  • Build 1034 - Released 27/03/2026

    Add Quick Matter Summary Window
    Update Stewart Instruction Acknowledgement Form
    Read Balance Sheet from Cloud so always up to date
    Fixed issue where copy of Client was retaining unwanted information
    Fixed cheque and receipt font size not working
    Companies selected as Buyer/Seller shouldn't ask for ID
    Fixed issue where Address reset doesn't clear all fields
    Ensure a valid printer and bin is selected for each document type in the printer setup
    Fixed default bin information missing
    Fixed issue where Development Name not filtering out deleted items
    Added the buyer/seller report that had not been moved across from codebase
    Added additional information to user when they are requested to re-enter their password when their IP address changes
    Fixed the SettsPlus Letter Change to Hidden bug
    Retain and select last login details in Settlement User when switching Company
    Fixed issue where new created letter would sometimes not display on the letter list
    Fixed spelling mistakes in the Trust Account Bank Reconciliation EOM report
    Fixed SettsPlus blindly opening in its last closed screen location
    Fixed home+land+building contract not saving rate start date in Rates Library Setup
    Fixed spelling error in Calendar
    Added Option to autostart settsplus after finishing update
    Move receipt date to be after the receipt type - change tab order as well
    Fixed Stewart Title Order issue when using reverse client name order
    Removed the auto Tick of "Credit Buyers Seller's Share" when ticking "Buyers Money Held in Trust", as this is an unwanted behaviour
    Added Visibility to the Land Tax to be paid by seller option in the Land Tax screen
    Added check when Saving Back To Notepad with a Ledger Report as no matter number - don't allow them to save and suggest alternative option
    Fix spelling errors in receipts
    Fixed issue by checking if item can be archived if clicking select all tickbox
    Added option to Allow autopayments with no Cheque or handwritten cheques
    In Present Via List, show the last EOM date instead of last presented

  • Build 1033 - Released 16/12/2025

    Added Bulk Archive/Inactivate Matters
    Fixed Settlement Fees/Date Report Filter not working
    Improvements to SMS retry logic
    Fixed issue where newly created letters might not display in the letter list
    Fixed issue where changing the letter to hidden didn't auto upload the letter
    Fixed Rates Library Stored Procedure missing the date field
    Fixed Outlook addin not changing email category when saved to notepad
    Created Inactive report to display matters that can be archived
    Added option to remove SMS/Email complimentary close in outlook
    Added additional information if IP address changes
    Default the Hide Large warning message to True
    Fixed SettsViewer Remember screen position not dealing with windows scale
    Added a warning if user closes SettsPlus but still has pending documents to upload
    Fixed spelling error in Calendar
    Fixed external VOI date was not being saved correctly
    Added check to ensure non archivable flag option is respected
    Added option in SettsViewer to save modified PDF back to the notepad
    Fixed issue where could be missing field type in retry
    Fixed spelling mistakes in Trust reconciliation report
    Fixed EFTs displaying incorrectly as unpresented when printing Trial balance
    Display the last login details when restarting SettsPlus
    Added Date entered and Date receipted on receipts
    Fixed several Trust Reports issues, date filter, IBA displaying incorrect transaction number, fixed concatenation of PDF reports
    Added warning when the user tries to close SettUser while update in progress
    Added option to open SettsPlus after the update has completed
    Added check when doing update if multiple SettsPlus companies used
    Increased Property Comments limit, added character counter and enter for new line
    Added new Buyer-Seller Report
    Fixed issue where Development names was displaying deleted entries
    Added default printer and bin settings, and check the details saved is correct
    Fixed issue in SQL converter missing sms messages
    Fixed issue with name formatting preventing Stewart Title form being uploaded
    Enabled Stewart Title premiums over $2 Million
    Fixed Auto Payment/Journal issue when matter never opened by user
    Fixed field type for FileOwnerCompClose
    Changed "Office of State Revenue" to "Commissioner of State Revenue"
    Fixed missing company code
    Changed the email subject to be the property address

  • Build 1032 - Released 11/06/2025

    OSR FHO rate amended in the bill to $11.89 per $100 for properties valued $500,001 to $750,000
    Fixed Settlement Fees/Date Report - Company/Conveyancer/Developer/Rep Filter not working

  • Build 1031 - Released 10/06/2025

    Update First Title Premium Feb 2025 - SQL
    Fixed Name Formatting issue
    Changed PEXA Go To Workspace to new url
    Fixed Question mark Check for Updates in SettsPlus not working
    Fixed Incorrect release note URL used in SettsPlus SQL
    Fixed MFA bug if MFA days = 0
    Fixed PEXA Auth opening on external window
    Fixed SettsPlus Updater misleading warning message
    Fixed DocuSign tags sometimes fails without error
    Stamp Duty Assessment Seller Agenda Item
    Fixed Settlement Fees and Settlement Date Report
    First Home Owner rate changes 2025
    New 2025 OSR Form FDA7 Changes

  • Build 1030 - Released 17/02/2025

    SMS Server Error/Warning Message Preventing messages from being processed until cleared
    Implemented the new PEXA New Auth Platform Changes
    Outlook Addin keeps getting disabled by Outlook
    Fixed CAF and Foreign Buyer generation issue after conversion to SQL
    Extra Notepad Types not being used for 10+ extra type when Drag and Drop
    Updated LANDGATE Forms - LANDGATE RAPL, LANDGATE T3C and LANDGATE A6
    Stop company details from appearing when doing a Virtual VOI
    Letter Restores was not auto Saving as the current active Letter
    Fixed issue when creating an IBA if 2 already existed - SQL Busy error message
    Fixed the Pexa Schema validation Error when updating a PEXA Workspace with a client PO BOX After Address
    Fixed issue with Quote Promote Notepad
    Added a "Premium" Mergefield for Stewart Title and First Title (TitleInsuranceProvider and TitleInsurancePremium)

  • Build 1029 - Released 16/12/2024

    Testing the receipt info placement with no receipt printer SET-2790
    Quote sale and purchase price may not reset other totals correctly SET-2836
    Promote Notepad from Quote SET-3046
    Combine trust EOM server SQL calls SET-3108
    Improve Letter syncing issues SET-3506
    Creditor Watch not displaying Former Name Flag SET-3521
    Allow Hub DocuSign to send without inviting all parties SET-3525
    Update Webjob to create latest sqlite tables SET-3526
    Sealing Clause line vanishing at zoom 100% in Word SET-3531
    Trust lock flag not getting set when doing EOM SET-3534
    Quote - adding the Foreign Buyer stamp duty option to the Quote SET-3547
    Retry counter not implemented when failing to save doc SET-3551
    Update Open SSL Libraries SET-3550
    PropertiesCalcMisc checking on ok issue SET-3555
    Add signature Picture for each user in Letters SET-2647
    Delayed settlement report issues SET-162
    Allowing SMS Text Strings to have an order SET-3541
    Save details of user when switching companies SET-3292
    Allow character after apostrophe to remain lower case SET-3558
    Add new columns to sqlite table SET-3559
    ResetSettlementDates date is not saving correctly SET-3560
    Word Merge template error when removing from recent list SET-3564
    Change Settlement or Contract Date resets completed File Agenda items SET-3571
    Limitation on issue Check, receipt and IBA of 10M SET-3576
    Outlook addin mailItem.SaveAs is defaulting to Plain text SET-3577
    SettsHub Bugs and Improvements SET-3472
    SettsHub Conversations unread and read in hub Client SET-3495
    Disable Bank account verification in the hub Website SET-3473
    Add the Sent and Accepted Matter Invitations to the HubClient SET-3552
    Allow Custom Emails for client correspondence, new documents, new messages, invite to hub, invite to matter, Custom invites SET-3496

  • Build 1027 - Released 18/06/2024

    New First Home Owner values - Set-3548

  • Build 1026 - Released 24/05/2024

    Fixed issue where Quote Enq fees are showing incorrect values - Set-2835
    Fixed issue where Quote Promote not adding correct address if its like 8/53 Smith street - Set-3347
    Added option to allow option to Promote from Quotes both buyer and seller - Set-3439
    Added SQL retry mechanism and reconnect when internet connection goes down or flakey - Set-3508
    Fixed issue where Settviewer Embedded fonts was being added to each pdf page - Set-3512
    Fix issue where Complete/Actual Settlement Date not in sync when booking from Pexa - Set-3514
    Change message on Cancellation of Matter if funds still held in trust - Set-3516
    Fixed issue with Downloading Settlement Completion record, now saving as pdf - Set-3487
    Reduce CAF V7 to two pages - Set-3520
    Fixed issue where Pexa login Screen if left open generates exception - Set-3523
    Fixed NotepadTypes colour and increased the number of User Defined Notepad entries - Set-3527
    Changed where notepad updated after property mdoified and saved to after matter saved - Set-3533

  • Build 1025 - Released 21/03/2024

    Added SettsPlus CAF and Foreign Buyer to Docusign - Set-229
    Create Docusign tags in white for CAF and FB forms - Set-230, Set-231
    Ensure CAF and FB can be attached to other documents that contain docusign tags - Set-323
    Added history box to rates screens to see history of changes - Set-3386
    Added Outlook quickparts to quote emails - Set-3387
    Fixed issue in Outlook Addin so only contains recent matters - Set-3415
    Increased the Client code to upto seven characters - Set 3436, Set-3466
    Added search/find option to IBA Lookup table - Set-3445
    Fixed issue where Virtual VOI might save voi date incorrectly in client screen - Set-3453
    Added test to make sure matters can't be cancelled if it has funds still in it - Set-3457
    Added option to change the Notepad tab order - Set-3458
    Fixed issue in Admin Cheque Receipt lookup where duplicate cheque/efts picked earlier one with same number - Set-3465
    Added a hide feature to the Third Party and F1 lookup - Set-3469
    Fixed issue where MFA box might be in background - Set-3470
    Fixed issue in Auto Payments where cheques might have print flag already set to printed - Set-3471
    Fixed issue where Notepad types could loose order and colours - Set-3479
    Added the Sihners Full name to Part C of Foreign Buyer - Set-3480
    Added feature that removes the PDF/A setting of pdf's sent to email or SettsHub - Set-3482
    Changed the Pexa API Webview version to user Win 10/Win11 version - Set3485
    Fixed issue in the Delayed Settlement Report where it was ignoring Cancelled/Archived matters - Set-3486
    Fixed issue where two EFT's with exactly same details showed bth as unpresented even if one presented - Set-3494
    Added Client Authorisation Form V7 - Set-3497

  • Build 1024 - Released 12/01/2024

    Fixed issue with Signature clause and Docusign - Set-3412
    Added feature to select multiple items for Move, Complete, Delete, etc in File Agenda - Set-3437
    File Agenda now remembers last action - Set-3438
    Added option to allow user to enter a User Created BPAY number - Set-3440
    Fixed next Ref number generation for some old MTech users - Set-3442
    Removed the IBA report from General Account EOM - Set-3444
    Added new street types to address screens - Set-3446
    Added new Cost Disc\Tax Invoice code - Set-3447
    Added option to bypass Print Button in SettViewer to default to Ctrl+P - Set-3450
    Fixed issue when saving date formats in grids to a csv file - Set-3451
    Fixed issue when downloading a file from SettsHub with invalid characters - Set-3454
    Fixed issue where some Setts Reports was not looking at the Booked\Settled flag - Set-3455
    Fixed leap year EOM - Set-3504

  • Build 1023 - Released 7/11/2023

    Added code to retry openeing a file as AV might have it locked - 3753
    Fixed issue where File location changed greater than 25 characters - 3752
    Fixed issue in Agents screen where dtabase might be locked doing F1 lookup - 3751
    Fixed issue printing cheques for General Ledger - 3750
    Changed colour of red agenda items to something little easier to read - 3747

  • Build 1022 - Released 2/11/2023

    Added General Trust options - 852
    Added Move notepad entry to another Matter - 2598
    Added option for separate quote figures in quotes - 3677
    Added MOD10V5 option for BPAY - 3712
    Fixed issue with Outlook Quickparts ordering - 3714
    Added additional warning when cancelling EOM rollover - 3718
    Fixed spelling on EFT screen - 3720
    Fixed issue with User Notepad Types ordering - 3725
    Fixed issue where delays opening Calender at startup - 3726
    Fixed issues with some companies Matter Numbering - 3728
    Fixed issue with IBA Trial Balance report - 3731
    Increased maximum allowed size of file uploaded in notepad - 3733
    Added option to allow Setts Hub to save documents directly to notepad - 3736
    Fixed issue with Calc Date Difference when wrong end date - 3737
    Fixed issue where no number given in SMS - 3738
    Changed the cursor starting place in Add New Property - 3740
    Fixed issue in Pexa Projects when creating CSV file - 3741
    Replaced the date formatter to underlines in letters - 3743
    Added new OSR and Landgate T4, RAPL letters - 3744, 3745, 3746
    Added DOCUSIGN when using the Settviewer and SettsHub

  • Build 1021 - Released 6/07/2023

    Fixed issue where Printers with no bins wouldn't print letters - 3235
    Updated to the new Landgate 2023 templates - 3661
    Fixed issue where Letter Sync would get out of sequence - 3665
    Added registry key so Setts Outlook Addin not put in Disabled list - 3674
    Added option to Outlook Addin to select notepad type to set Outlook email/attachement - 3676
    Added option to Outlook Addin to ignore emails from specified domains - 3680
    Added option to add entry to notepad to track when Daily Agenda item moved/deleted - 3681
    Fixed issue in notepad when right clicking updated the grid - 3683
    Fixed issue where Daily Agenda item didn't match selected item in grid - 3688
    Fixed issue where Foreign Buyer form didn't display Buyers DOB - 3696
    Fixed issue where attaching notepad item to open email if user defined notepad type - 3697
    Increased field sizes for number of fields such as Legal Identity - 3697
    Fixed issue where adding email to notepad that contained non ascii characters in subject/sender - 3700
    Added signing option to EOM report - 3701
    Fixed Stewart Title forms and options with surrounding land - 3702
    Fixed issue where Auto Journal balance sheet item could be done twice - 3705
    Added SMS status section and notepad SMS status - 3706
    Fixed issue where Setts Notifications could cause server busy message - 3707
    Cleaned up PEXA API Update or Create Client DOB error message - 3709
    Fixed up the Legal text in the Sealing Clause for letters - 3710
    Fixed isssue where PEXA XML parsing Line 1, Position 1 due to PEXA format change - 3713
    Fixed issue with PEXA accept multiple invitations saved to the current matter - 3715
    Fixed issue Trust Account Logs picking up multiple entries when cheque cancelled and reused - 3719

  • Build 1020 - Released 15/06/2023

    Added CAF PEXA Survivorship options - 3125
    Fixed issue with Pexa Linking client id fails if name in setts has additional spaces - 3449
    Fixed issue with Letters Pending upload fails for Renames - 3568
    Added background tyask to Delete empty folders when cleaning the user doc folder - 3606
    Fixed issue where PEXA conversations and unread conversations taking up a long time to display - 3638
    Added eye symbol to see the password fields in plain text - 3641
    Added multi factor authentication for SettsPlus - 3647
    Remove Unused fields from Sett User - 3648
    Added option to Edit user data option to turn on/off rtf generaton of word include - 3650
    Fixed issue with Present via CSV errors - 3652
    Fixed issues in Unpresent Receipt/ Cheque where old cheque/receipt had same number - 3654
    Added checks to make sure Cheque/Receipt not cancelled when checking for EOM items to print - 3655
    Fixed issue where Cheque/Receipt cannot be adjusted if old entry with same number - 3656
    Fixed issue with Outlook Quickparts where RFT to html conversion causing rendering ssues - 3657
    Fixed issue with Pexa workspace invitation client name order error - 3658
    Fixed some issues with loggin in to Virtual VOI - 3659
    Added option to specify the default Title Insurance to be used - 3653
    Fixed issue where Subdivisions not saving Water Consumption - 3664
    Fixed issue with the Letter syncing where could miss update - 3665
    Changed the notepad menu order - 3666
    Fixed issue where Client ID date showed in different date format - 3667
    Fixed issue where External VOI Date not resetting date if already performed - 3669
    Fixed issue where Outlook Quickparts was using wrong mutex to lock - 3672
    Added check to make sure 0kb files dragged into notepad not uplaod to cloud - 3673
    Fixed the OSR website link after they changed their website - 3686
    Fixed issue where changing the users login adddress didn't update user file fully - 3687

  • Build 1019 - Released 16/02/2023

    User defined MPR/Notepad types - 2194
    Fixed release Matter lock when setts closed - 2776
    Modified the Outlook Plugin to pickup emails after sent - 2855
    Fixed issue where Pexa Linking client ID fails if name in SettsPlus has additional spaces - 3449
    Modified Agenda, Client and company grids to allow sorting on Date Order - 3562
    Fixed issue where Letter Pending upload failed for renamed letters - 3568
    Added shortcut to the Settlement User (blue house) from SettsPlus - 3588
    Fixed issue with date range on Settlement Reports where setting End Date 10 years in future - 3595
    Fixed issue where manual chques had the Print Flag set when doing Auto Payements - 3603
    Fixed issue where deleting all client contact details didn't allow new details to be saved - 3605
    Increased field size for Vol/Fol in Settlement Instructions - 3607
    Fixed issue where Balance Sheet OSR line in Cheques is default to Trust if no finance/cash instead of Pexa to Trust - 3613
    Fixed issue where appostraphe in Rep Code caused letter issue - 3614
    Fixed issue where Username/Loginname not being checked for exisiting user logins when creating new user - 3615
    Modified the background threads to fix issue where reading Matter could take long time - 3619
    Moved uploading dox checks to background thread - 3620
    Added option to select the File Owner's email when doing SMS - 3621
    Increased the text size for SMS messages, and added sms text character counter - 3622
    Changed all letter attributes to read/write to get around Microsoft Word bug that MS can't fix - 3625
    Fixed issue where DOB for client was not copied to the Buyer/Seller screen if the Settlement was overdue - 3626
    Fixed issue when priting Balance sheet to also display Trust->EFT and Reference - 3627
    Added code to remove unwanted characters before creating documents - 3629
    Added more logging code to Pexa interactions - 3630
    Fixed issue where changing Letter Properties was not setting letter to pending upload - 3631
    Addded new option to create prefilled outlook email bodies. Based on Outlook Quick Parts - 3633
    Fixed issue where client DOB displayed incorrectly in Client grid - 3634
    Fixed issue with Auto Journalling when using Matter numbers smaller than 9 characters and was displaying underscores - 3635
    Increased length of Bank Cheque trust account details fields - 3636
    Re-enable the custom questions in the letter properties - 3639
    Fixed issue when changing manual cheque numbers to previously used number wouldn't allow cheque issue - 3640

  • Build 1018 - Released 31/08/2022

    Fixed issue where Toolbar buttons not responsive in main SettsPlus - 3471
    Check file extension size before uploading a notepad file - 3565
    Change signing panel in setts to include Tags to add in a signature panel - 3575
    Fixed issue where Virtual VOI always uses the property address as the reference - 3578
    Fixed issue where Letter email alias not being used for letters, always using clients login email - 3579
    Start background threads after user logs in - 3580
    Added initial CRM read and create Matter features - 3580
    Fixed Signing panel in RTF not increasing with multiple persons to sign - 3582
    Added additional background checks - 3583, 3585
    Allow Virtual VOI to download report from SettsPlus Client screen - 3585
    New First Title Premium added - 3589
    Added Appoint DD Legal - 3593
    Remove date restriction on Reps report - 3595
    Ensure the Add Cheque, receipt and EFT screens sent correct amount of characters to database - 3597

  • Build 1017 - Released 20/07/2022

    Fixed issue with Electronic Check List displaying all entries. - 3554
    Allow multiple Virtual VOI request instead of one at a time -
    Fixed issue with Managers report not looking at column -
    Remove quote saving pdf with hash first letter - 3571
    Fixed Issue saving some VOI passwords - 3569
    Search Subscriber in Company is not updating the Pexa Subscriber name - 3574
    Change LoadLetter to not scan for changes every single time we go in it - 3522

  • Build 1016 - Released 28/06/2022

    SettsViewer scanner messagebox hides after scan. - 2944
    NotepadBox does file reader sync for every tab/page - 3167
    Chack VolFol when adding new property for correct length - 3288
    Ignore Clients second name if there is not one - 3298
    Fixed issue when editing an existing client doesn't check if given or surname empty - 3337
    Added warning if no Contract Date entered - 3476
    Allow multiple entries in Daily Agenda to be selected and executed at once - 3503
    Add RefnumID to About SettsPlus screen - 3511
    Split long addresses over two lines in CAF - 3512
    Automatically Sync voi details to client table on cloud - 3513
    Fixed issue where registry word folder locations not updated - 3516
    Ask for new Pexa credentials if 401 ewrror returned from API - 3517
    Fixed issue where Word not displaying a generated letter once generated on word 365 - 3523
    Fixed up number of screen loading times - 3524, 3536
    Added notebook export option to notepad - 3525
    Fixed dialogs where Contract details possession and adjustment dates partially obscured by text - 3528
    Fixed issue where some clients cannot save notes in clients contact details - 3529
    Removed unneeded heartbeats - 3532
    Fixed issue where alias email address not used in quotes - 3535
    Fix checking login name length - 3537
    Fixed issue where deleted Client keeps showing up in the client list - 3544
    Option to include signers name on CAF - 3547
    Add start date for misc items - 3549
    Fixed issue where AutoJournal not displaying file numbers that it should display - 3552
    Skip Inactive deals in managers report - 3548
    Clean up some text on IBA Receipts - 3553
    Added some field length checks to Contract Details - 3555
    Option to remove duplicated Pub Subs - 3557
    Added new Stamp Duty values for 1/7/2022 - 3560
    Only add to refnumhistory if matter already has documents when changing refnumber - 3561
    Export Data now includes option for settled files - 3563
    Virtual VOI added - 3502
    Updated Landgate/Dola signing panel - 3567

  • Build 1015 - Released 21/04/2022

    Most Settlement Reports modified to increase speed and reduce PDF size - 3040, 3228-3263
    Fixed Clear/Delete Ledgers to print Trial Balance PDF - 3412
    Added 2nd and 3rd email/mobile numbers in SMS box - 3416
    Added support for Misc items in File/Daily Agenda - 3420
    Cleaned up Fees & Duties screen where boxes not aligned - 3442
    Sped up the View Current Ledger display/query - 3451
    Make sure the messages boxes are not hidden - 3452
    Sped up Syncing by leaving unneeded data on cloud - 3454
    Fixed issue where displaying Settlement book item with same start/end time - 3459
    Fixed issue where completing an Agenda order changed row position in Daily Agenda - 3465
    Block server login to restricted users - 3466
    Fixed issue where Sign Here stamp was not installed - 3467
    Added option to print Receipts with the letterhead embedded in pdf - 3469
    Fixed issue where toolbar buttons become unresponsive - 3471
    Renamed company name to SettsPlus Pty Ltd - 3472
    Added check to force synbce when getting Matter numbers - 3475
    Automatically add the Trusted Location for Word Documents - 3477
    Fixed issue where MPR password protection stopped accessing all hosted docs - 3478
    Fixed issue where pressing cancel on Additional Contacts could pop up error - 3480
    Cleaned up the HTML spacing on left size for some graphic cards - 3493
    Made sure Trust PDF reports are saved with unique names - 3494, 3510
    Fixed issue where MTech letters not displaying the Save Letters tab - 3495
    Fixed issue where some Docusign PDFs where getting blocked due to security settings - 3496
    Added additional information logging in with old/removed login - 3498
    Option to turn off Crash Reporter due to Win 11 issues - 3499
    Updated Matter Number mask for some Conveyancers - 3503
    Fixed issue where Settlement Book updating multiple entries that had same text - 3506
    Added pending message to Notepad when ordering Stewart Title policy - 3507
    Fixed issue where new MTech letter might not be added to Letter database - 3508
    Added check to make sure user name length valid - 3509
    Changed text in Bank Reconciliation report to better reflect information - 3514

  • Build 1014 - Released 23/02/2022

    Cleaned up Trust EOM Report - 3434
    Fixed issue where renaming and opening pdf from notepad fails if already open - 3435
    Added Export Data function to export Buyer/Seller and Property details - 2999
    Cleaned up flags when files downloaded and uploaded to cloud - 3450
    Fixed issue with BWB water rates showing $0.00 and not default BWB rate - 3456
    Fixed issue where Daily Agenda hid some completed entries on the same day - 3457
    Fixed issue where uploaded documents failed to upload - 3458
    Fixed issue when searching in quotes for apostrophe failed to find items - 3461
    Fixed issue where Quotes not searching Vendor address - 3462
    Fixed issue with MTech letters not generating if file already exists and had been uploaded - 3468
    Fixed issue where Pexa Key not working for companies - 3473
    Added force sync when reading in Matter IDs - 3475
    Fixed issue with background heartbeat locking file - 3479
    Fixed issue where toolbar buttons become non responsive - 3471
    Added updates for the Stewart Title and First Title Premiums - 3485
    Fixed issue where Agenda Not Applicable (N/A) items where displayed after being set N/A - 3490
    Fixed issue where entering Strata Levies screen locked up - 3491
    Fixed issue with Presenting Cheques/EFT/Receipts in old months - 3492

  • Build 1013 - Released 30/11/2021

    Fixed issue where some Completed Agenda Items hidden even if flag not ticked- 3457
    Fixed issue where BWB showing $0.00 water rates - 3456
    Updated background Document send and receive - 3458
    Fixed searches in Change Property and Quotes where name had apostrophe - 3461
    Quote searches also look at Vendor address - 3462

  • Build 1012 - Released 19/11/2021

    Fixed issue where Quote Name and Address auto Format to First Letter Upper was incorrect - 3312
    Added additional field length checks to Sett User - 3444
    Check Matter already entered before allowing Multiple titles to be added - 3447
    Added additional checks that Refnum is unique before saving to table - 3448
    Additional checks for already downloaded files - 3450
    Bring Message Box about User already Logged on to the front, so not hidden - 3452

  • Build 1011 - Released 31/10/2021

    Added Appointment Bookings/reminder in Calendar and Diary with time of day -3338
    Added support for Miscellaneous items in File and Daily Agenda - 3297, 3420
    Added additional details to About dialog box - 3281
    Added additional contact information to Communications (sms/email) - 3373
    Save FastConnect referrals to notepad - 3356
    Allow user to select with/without surrounding land in property details - 3410
    Added Letter Mergefield PexaID - 3397
    Fixed issue when changing address types - 2233
    Check that new Matter Number not previously used - 3034
    Sped up Buyer/Seller screen refreshes - 3086, 3181, 3182, 3236
    Sped up saving of contact details such as phone numbers - 3175
    Strip invalid characters when drag/drop into notepad - 3213
    Fixed issue looking for blank Matter Number in Contract Details - 3216
    Auto remove spaces/non digits from mobile phone numbers for FastConnect - 3268
    Fixed issue where updater could run if incorrect password entered - 3279
    Save additional SMS/Email entries to the Property Details Additional screen - 3292
    Added checks on Look up item text lengths - 3299
    Trim the contact details/email details before saving - 3301
    Fixed issue on Agenda screen if ESC key hit before screen rendered - 3303
    Fixed issue when printing from View Searches screen - 3304
    Sped up printing in Search Lists - 3307
    Fixed issue where Matter IDs saved in registry needed to be trimmed - 3311
    Fixed issue where Quote name and address auto format could be wrong - 3312
    Fixed issue where blank additional contact name could would cause issue - 3323
    Changed deposit slip to show drawer's name, not conveyancers - 3324
    Fixed issue where dll's could keep in memory - 3326, 3327
    Sped up Client Deals view query - 3329
    Fixed issue when priting cheques/receipts if ESC key hit before screen rendered - 3336
    Fixed issue on Settlement Instructions screen if ESC key hit before screen rendered - 3342
    Prevented early close on Lookup Lists - 3344, 3345
    Fixed issue in Reps where looking for Blank Ledger - 3347
    Fixed issue where EFT is saved to notepad - 3348
    Fixed issue where Stewart Title PDF could fail to save if no previous docs for Matter - 3350
    Save the timestamp of the Stewart Title PDF incase multiple downloads - 3352
    Added test settings for Stewart Title for in house testing - 3353
    Default the GST Withholding to Auto Generate in FSS - 3364
    Fixed issue where couldn't restore Letter from History - 3375
    Fixed issue where PEXA TO TRUST in receipts page is doubling up if cheque items are PEXA TO TRUST - 3377
    Fixed issue when printing cheques/receipts could be in worng order - 3379
    Added check for empty folders when checking docs to upload - 3380
    Added check to make sure the PDF isn't locked when reading - 3381
    Fixed issue where Daily Agenda not checking the Completed flag on Stamp Duty when Settled - 3383
    Add price and fee in quote report - 3388
    Allowed locked Settlement Fee to be ammended if required - 3390
    Speed up Trust Bank Deposit Slip Report creation - 3391
    Removed old Word PDF print options - 3392
    Create a MatterID on the Setts Cloud if opening pre Cloud Matter - 3394
    Added some extra logging when uploading - 3398, 3419
    Force the Scratch Path to AppData - 3400
    Fixed doc naming convention for obscure ref numbers - 3401
    Fixed issue where old scans might have been saved with invalid characters and could not be opened - 3403
    Increased the max number of sql server entries in the registry - 3406
    Fixed issue where Quote not using the correct default compliance Fee GST Code - 3407
    Restrict Regional Rates entering - 3409
    Added inhouse ability to clear the System Flag if required - 3421
    Make sure the file attributes are set correctly when deleting old file - 3422
    Make sure only one document can be uploaded at a time, queue ones waiting - 3423
    Fixed issue where some fields where restricted in text length like receipts - 3424
    Increased max characters for Main party size in Buyer/Seller - 3425
    Fixed issue in Settlement User where changing an Inactive user back to Active - 3426
    Save the CAF and Foreign Buyer forms with unique names - 3427
    Fixed issue wheren changing conveyancer in Sett User set new conveyancer to blank entries - 3428
    Fixed issue where Adding new Printer Margin sizes come up with error - 3429
    Allow the Rep Code to have spaces - 3429

  • Build 1010 - Released 13/08/2021

    Fixed issue where Notepad Quote documents not being saved - 3330
    Fixed issue where Background uploader getting incorrect matter id - 3343
    Added log entry when upload fails - 3349
    Reduced number of files to upload in Background, and allowed override - 3367
    Fixed issue where cannot set the Users Letter email address - 3328
    Fixed issue where column may be missing in Auto Journal - 3339
    Fixed issue where changing default Buyer and Seller fees not updated - 3365
    Fixed issue on Mtech numbering where next ref number not being displayed properly - 3346

  • Build 1009 - Released 21/06/2021

    Selecting Non-Main Letters can sometimes show strange characters - 2954
    Updates to SQL Lite internal database - 3266
    Fixed Statement shortcuts - 3278
    New Stewart Title Acknowledgement Form - 3286
    Fixed issue with Quote Promote GST values - 3287
    Fixed issue where Pexa Conversations could block other resources - 3291
    Cleaned up background folder scan timer - 3294
    Fixed issue where Pexa fee in Quotes not reflecting correct value - 3295
    New Registration Fee - 3296
    Ignore First name if none on CAF - 3298
    Fixed issue where Missing Vendor Records popup box when generating letters - 3300
    Fixed issue where Pexa Login table not created on first login - 3305
    Fixed issue where Trust Account Logs could show duplicate entries - 3306
    Upgraded Teamviewer Support to V15.

  • Build 1008 - Released 01/06/2021

    Add Duplicate Letter in Load Letter - 3096
    Fixed issue where Deleting a new letter that has been added and never uploaded - 3219
    Removed incorrect characters from Letter Generation where Ctrl+Enter hit - 3220
    Fixed issue for Letters created pre Hosted version missing information - 3221
    Fixed issue where start date could be later than end date in Water rates - 3234
    Right click copy Contact Details fixed on multiple monitors - 3225
    Check Trust status when Presenting via CSV - 3226
    Fixed issue in Quote Edit where not bringing up pdf - 3237
    Allow letters to be created for any party, even if a main party there - 3238
    Fixed issue where deleting a Settlement Booking kept the file green - 3242
    Save the scanner settings after scan - 3255
    Fixed issue where Quote 2020 wasn't being recognised - 3265
    Added additional code to check database format and integrity - 3266, 3264
    Fixed issue where Company, Rep and Refered By codes allowed invalid characters - 3269
    Fixed issue where multiple cheques printed in wrong order - 3274
    Fixed issue where new letter templates might not get downloaded - 3275
    Fixed issue where Statement shortcuts not bring up statements - 3278
    Updated Stewart Title Form - 3286

  • Build 1007 - Released 28/04/2021

    Updated to Client Authorised Form Version 6 - 3208
    Cleaned up Stewart Title to display correctly formated text - 3207
    Fixed issue where FSS upload Schema validation error if no PayTo is entered for that line - 3205
    Fixed issue where Matter Number was being in correctly trimmed - 3204
    Fixed issue if Document Path Name didn't have \\ at end of path - 3203
    Added additional checks to Pexa Addresses to avoid schema validation errors - 3201
    Added option to save Penalty Calculations to notepad - 3195
    Allow Quote Notepad items to be renamed - 3194
    Added option to Bulk upload modified Letters - 3193
    Fixed issue where Sett Viewer crashing if invalid Bookmarks - 3192
    Fixed issue where saving Letter that was open in word failed - 3190
    Added speedup to Matter Number lookups - 3168
    Added additional filter Top X Referrers to Referral Report - 3157
    Fixed issue with saving Encumbrance #4 - 3156
    Fixed issue where B/C was being added multiple times - 3150
    Fixed issue where Pexa Unread Conversations was crashing at SettsPlus startup - 3149
    Fixed issue where clicking or tabbing quickly could bring up blank page - 3148
    Added option to not optimise fonts in PDF due to some font issues - 3147
    Fixed issue where presenting cheques and EFT's with same number - 3146
    Fixed issue when two SettsPlus running at same time could cause issue with drag and drop into notepad - 3145
    Fixed issue where user drag and drops file into notepad and then deletes it straight away - 3134
    Cleaned up some issues with Pexa Login - 3123
    Fixed issue where Stewart Title screen could close if invalid data received from Stewart - 3118
    Fixed issue where SQL returned NULL instead of 0 when doing a SUM - 3114
    Cleaned up Autojounal text lines so formatted correctly - 3113
    Fixed issue where Busy timeout could occur in Quote - 3112
    Fixed issue with the calculation of Stewart Title premium when the property is a commercial and has multiple titles. It was incorrectly using the residential rate - 3111
    Fixed issue where Stewart Title Strata with/without surrounding land - 3110
    Fixed issue where linking Pexa Clients to SettsPlus Clients if Surname, First name different order - 3107
    Fixed issue when clicking F1 to do Matter number lookup - 3106
    Sped up initial database loading - 3104
    Fixed issue where file name case could cause lookup issue - 3100
    Fixed issue where Pexa Accept Invitation can't find Matter - 3098
    Added check in Sales Reps notes to be correct length - 3094
    Fixed issue where an empty Sales Rep could be added - 3093
    Increased size of fields for client country in Client screen - 3092
    Fixed issue where looking for Matters with lower case characters - 3091
    Fixed Matter lookup for Trust Matters and when blank - 3089, 3085
    Added extra indexes to some tables - 3083
    Fixed searching when clicking column in Referred By screen - 3082
    Fixed issue when drag and dropping notepad item with invalid characters - 3080
    Cleaned up background upload of documents - 3076
    Fast Connect integration - 3074
    Fixed issue where Sales Reps contact details overwriting their Company contact details - 2929
    Fixed issue where adding existing doc letter to override a letter causing issues - 2882
    When opening Quote pdf, it now uses Quote email details - 2567
    Clear old documents every few months to save space - 2447

 
 

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