3 results found
-
Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
4 votes -
Export All ledger type reports in Excel format
Our trust account auditor struggles with this every single year. They need the reports in excel format for analysis and testing which we cannot provide. Please enable the ability to export these reports in excel.
4 votes -
tenant ledger
When you have money moving in and out of the Held for Tenancy area the tenant ledger balance totals are incorrect. i.e recently I had a tenant vacate and we had to refund them an amount of money for overpaid rent (routed through tenancy held funds) and now the running balance on the ledger is incorrect. Can this please be fixed?
2 votes
- Don't see your idea?