Monthly bond report
To be able to generate a report of all bonds held by both PT and held by the bond authority. We need this to be able to easily cross reference with the Bond Authority report for audit purposes. This needs to be in PDF (for auditors) & excel (for reconciling) with totals at the end of the report. At the moment, we export to excel and add totals but this is not always sufficient for auditors to check the PT report against the bond authority report.
The monthly report that is in Rest is great and perhaps could be used as an example for what could be in PT
The tenancies leases report is not sufficient for a reconciliation as it doesn't include bonds held by the authority. The bond report has both held by PT and authority.
Thanks
15
votes
Deb Bailey
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