Bond held report that can be filtered by portfolio
To be able to produce a bond held report that can be filtered by portfolio
We're pleased to announce that you can now filter the Bond & Deposit Summary by Portfolio. We've also added additional columns to this report for Property Manager, Current Rent and Next Increase Date.
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Sharon Beattie
commented
Disappointing to see this was suggested all the way back in July 2023 - almost two years ago and no changes made for what I would think is a simple addition. Everything else can be filtered so how this has not transpired is beyond me. Sorry PT, but as property managers who regularly check our bond top ups we have no simple and effective way to do this!!!
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Dearne Higgins
commented
Would be great to be able to filter by tag also
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Philippa Redfern commented
Allow outstanding bonds to be filtered by Property Manager under Trust & Reports > Bond and Deposit Summary