Save EOFY statements against Owner profile for owners that receive by post
Owners that receive correspondence by post don't have their EOFY statements saved against the owner profile anywhere for easy reproduction/ viewing. It would be great if they auto save in communications or documents when being created at end of year.
14
votes
Melissa Pedder
shared this idea
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Mitchell James
commented
EOFY statements - It would be great if the I&E Statements appeared in the statements tab of the ownership profile. I understand they are property specific, however, would make it easier to re-print without charging the ownership the I&E fees we do. We can go to the communications screen however, would be so much easier than filtering through this screen!