We'd love this

This is very important. Other software providers have this function and it will stop us having problems to deal with from EOFY. Very surprised that this function has been missed and looks to be the only software that does not allow it to happen.

Is there any update if this will be happening? still find it strange how MRI have allowed the ability to amend these in REST and Strata master but not Property Tree? its been 2 years since my last comment regarding this issue and still no update. is it because there is only 33 Votes?
account codes should have the ability to be amended in the instance that human error has occurred to ensure that financial documents we provide to our clients reflect the correct information.

We migrated our large Property Management Portfolio over from REST in August 2024 and have just discovered, two weeks out from end of financial year, that when our Council Rates were set up in Property Tree, the incorrect account code was used. This will now effect 80% of our owners when receiving their end of financial year statements. Support have confirmed that there is no feature in PT to be able to fix this. To say that we are extremely disappointed with this outcome is an understatement. We are now in the situation where we will knowingly be issuing our financial year statements that will be incorrect. This is a fail in my opinion and should be remedied without delay. Mistakes happen and we should be able to correct them, particularly in accounting.

Definitely should be able to amend account codes - human error happens & the fact that an EOFY summary cannot be fixed as a result is ridiculous, please bring in this option!! thanks

we wanted to amend the transactions account code (example: strata levies code was used but should have been keys/locks) after it had been processed. this would be so beneficial to ensure that small errors can be amended to reflect correctly on owner statements for tax purposes.

I agree with this idea, I have just spent 2 hours reconciling an I & E statement as we did not have an Owner Contributions account code set up when we migrated from REST. The EOFY checklist was not clear for a new user, even though I was chatting with support through the process.

I am surprised to see that there is no option to extract the transactions report per the account codes for the properties. This is the most important thing when it comes to srutiny of expenses at the month end or financial year end. We are unable to change the account codes after the invoice is paid and then we are unable to extract the expense list as per the account codes. This software needs a lot of improvement.

Just to clarify - we wanted to amend the transaction after it had been processed.

We would like to have the ability to amend an account code in Property Tree as some errors came across with our migration from REST. We could make amendments to codes in REST, is this something that can be introduced in PT?
thank you