Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
9
votes
Luke Mavromatis
shared this idea
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Toni-dee Sharpe
commented
It would be ideal if we could create an I & E statement from the ownership - actions as one offs. Currently you need to go to create I & E and cannot select one owner until you have searched all owners.
Ownerships that end during the year due to sales or family returning to property, need these statements sometimes early or I like to create them when archiving the property and then its done and finalised.