Enter box, customer and licence numbers

Modified on: Fri, 21 Jun, 2024 at 2:24 PM

Learn how to enter credentials such as lawyer's code and state-based identification numbers in triConvey Settings.

State based details

Federal	NSW	QLD	SA	VIC
Lawyer's code	LRS Box Number LRS Customer Number Revenue NSW Client ID	Land Registry Lodger Number OSR Client Number	LTO Agent Code	Firm LSB Number LTO Customer Code LTO Form APA Approval Number LTO Form APR Approval Number LTO Form ASP Approval Number LTO Form MCP Approval Number LTO Form M1A Approval Number LTO Form M1B Approval Number LTO Form T2 Approval Number LTO Form T3 Approval Number LTO Form A1 Approval Number LTO Form L Approval Number

1. Select the gear icon from the top-right corner of the triConvey Desktop App.

2. Scroll to the bottom of Firm Details to Box, Customer & Licence Numbers.

Tip:  By default, it will display the relevant numbers for your firm's state. Select the drop-down menu to choose Federal or other states.

3. Click the Number field next to the number you wish to add and then start typing the number.

4. Select Save.