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Property Tree: Transactions and Statements

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Amend account code

Having just come over from REST, I am very surprised that the ability to amend an account code (once transaction has been processed in the system) is not available in Property Tree. We have had some account errors occur with migration so the fact that I cannot correct these as I could have in REST is far from ideal. This leaves no room for human error whatsover. Please look into this. Thank You!

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Jeanette Scala shared this idea  ·   ·  Report…  ·  Admin →
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  • Shannon Trow commented  ·   ·  Report

    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.

  • Janine McCarthy commented  ·   ·  Report

    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.

  • Parika Mittal commented  ·   ·  Report

    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.

  • Sarah Maxwell commented  ·   ·  Report

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

  • Sarah Maxwell commented  ·   ·  Report

    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