3 results found

1. When receipting, tick a box for auto email receipt to Vendor or Purchaser

   As a user, it would be beneficial to have the Save to PDF and Email auto pick up either the Vendor or the Purchaser from the listing rather than having to search for them again and potentially selecting the wrong name as there could be duplicates in the system

   10 votes

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   0 comments  ·  Accounting  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   Hi Supporters

   We are happy to let you know that your Suggestion has been released.

   The Vendor and Purchaser names are now defaulted to the top of the list

2. Auto update Sales Details screen with deposit received

   As an agent I would like, when I have receipted in the deposit in the Accounting Screen for the information to be automatically linked to the Sales Details Screen and update the deposit amount there, rather than having to enter is manually

   8 votes

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   0 comments  ·  Accounting  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   This feature has been released in version 8.3.

   Release note details here: https://boxdice.zendesk.com/hc/en-us/articles/11775935316623-8-3-Release-Notes

3. Account number privacy on account summary PDF

   I would like to make a suggestion regarding the account summary that we generate via save as PDF.

   Currently once a release trust money or stakeholder payout is processed, the clients full bank account details are displayed on the account summary. I am wondering for privacy reasons if this should be fully displayed as we always forward this document via email. There is also the instance where there are multiple vendors and payment is split. When we email the account summary, each party can see each others details. With the ongoing issue of email scams as well, could this improvement help protect our clients?

   Is there the provision where half of the bsb and account details can be blocked out? eg. BSB 083*** Account Number 54849 ***

   Perhaps an additional report option when generating the PDF?

   I would like to make a suggestion regarding the account summary that we generate via save as PDF.

   Currently once a release trust money or stakeholder payout is processed, the clients full bank account details are displayed on the account summary. I am wondering for privacy reasons if this should be fully displayed as we always forward this document via email. There is also the instance where there are multiple vendors and payment is split. When we email the account summary, each party can see each others details. With the ongoing issue of email scams as well, could this improvement… more

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   0 comments  ·  Accounting  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   The Account Summary report does not display bank account details and we have a new ACL for View - Contacts Bank Account Details.