Choice of ledger for Account Summary statement
It would be good if I had the ability to choose which ledger appeared on the Account Summary. For example I just generated an Account Summary for a particular property that I'd created 3 ledgers for as we had 3 offers on the property and all those ledgers appear on the Account Summary. I would just like to be able to show the ledger for the successful purchaser on the Account Summary.
8
votes
Peter Walkden
shared this idea
Hi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice.
For further details, see the Knowledge Base article:
https://boxdice.zendesk.com/hc/en-au/articles/12857403274767-Hide-Ledger-from-Trust-Account-Summary
