Expected completion & exchange fields as dates - configuration option
- Fiona Hardy
- Dave Marshall
This guide has been reviewed against our global client base and classed as relevant to all regions
Where configured, the expected exchange and completion dates in the Memorandum of Sale screen can be changed from text fields to date fields
Choosing to configure your system this way, means that date formats are formalised - this ensures data entry uniformity which, in turn, will assist future reporting, as outlined below
Please note, this configuration change can have an impact on data that is currently entered in those fields.
To enable this configuration option, click here to contact Reapit Support
1. Memorandum of Sale screen From the property Offers screen:
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2. Offers screen From the property Offers screen:
 Exchange of Contract expected (as shown in step 1) is pulled through to the Exchange Due field and vice versa | |
3. Reporting When using date fields for Expected Completion and Expected Exchange dates, you can use these fields for reporting via: Offers and Pipeline Reports
Power Reports
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