Bond held report that can be filtered by portfolio
To be able to produce a bond held report that can be filtered by portfolio
25
votes
Chad Milward
shared this idea
We're pleased to advise that filtering the Bond Report by Portfolio is now in Development. We'll let you know once it's been released!
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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