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Pop up box.

Could we have a pop up box to advise that the Residential Landlord would like his invoices sent directly to him to pay. Currently we put this in notes however it does not pop up.

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Karan Trainer shared this idea  ·   ·  Report…  ·  Admin →
Existing Feature  ·  AdminAngela Sutton (Admin, MRI Software) responded  · 

When you set up a note against the Owner, you can select to pin it to the Creditor Invoice - that's how it will appear when you enter a creditor invoice. For the notes categories, you can add your own under the Configuration > Lists Editor, use the dropdown to select Notes Categories.

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  • Karan Trainer commented  ·   ·  Report

    Angie thank you for your reply. The snap shot that you have created with the pop up that shows the owner pays all maintenance would be great. Currently that does not come up when I am creating a creditors invoice from the accounting screen.

    Also could we have a new category in the notes to include a financial tab.
    Thanks again

  • Karan Trainer commented  ·   ·  Report

    Angie I create a creditor invoice from the accounts Tab, Thanks Karan