Show the amount of Individual Term Deposit on Bank Account Tab
In a recent upgrade, STRATA Master has allowed users to record the interest rate and expiry of term deposit accounts which is then shown on the bank account tab of the corporation screen (attached)
It would also be helpful to record the current bank balances of each investment account (some properties have multiple) so that all the information is in one place rather than checking registers or producing a balance sheet as well as the corp screen
Paige Senior
shared this idea
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Ben O'Neill
commented
Yes, this should be done. I just added a very similar idea before I realised this had already been posted.
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Ben O'Neill
commented
Can we have the account balances for the investment accounts shown on the Bank Acct tab in StrataMaster?
The TOTAL investment amount is shown on the General tab but that's no use if you have more than one investment account.
We have to open a formatted report (Balance Sheet etc) to get the breakdown of the balances which is annoying. It's also a very first world problem but it is what it is.