The reconciliation stamps a completion automatically only when it matches on a Street id.
Everything matched on the client's name alone lands here for you to decide. Confirming one
stamps it for invoicing and it is never offered again; rejecting one records that it is not
this client's sale, so it stops coming back on every sweep. Sale & Purchase referrals
with one side still outstanding are listed underneath - close the ones that will never
complete in Street so they stop appearing on the monthly report.
The sweep reads the whole back book, so give it a minute.
–
To review
–
Stamped automatically
–
Other firm
–
Part reported
Client
Part
Referred to
Completed with
Completed
Matched on
Decision
Sale & Purchase - one part outstanding
One side completed; the other has not appeared in Street yet. If it completed with the
referred firm but Street cannot see it - a purchase through another agent's listing,
confirmed with the solicitor directly - record it as completed outside Street with the
real date, and it counts for invoicing on that month's report. If the client is not going
to complete the other side at all - bought elsewhere, moved into rented, gave up - close
it: nothing is invoiced and it stops appearing. Either way the referral finishes, and a
mis-click is undone with the sweep's reset.
