3 results found
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make the ledgers downloadable for editing.
If we could download ledger information into a spreadsheet through CSV option we could manipulate the data to meet tenant or owner needs such as govt departments etc.
2 votesWe have reviewed your Suggestion and will not be allowing manipulation of Ledger data in the current roadmap. This suggestion will be closed and if these plans change we have a record of your request.
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Add creditor to maintenance summary report
When viewing a maintenance summary report it would be good to add the creditor into the summary to make it easier to see what jobs are outstanding for that creditor and a filtered report can be sent to them to follow up.
Regards
Deb1 voteUnfortunately this cannot be added as the Creditor is linked to the Job, and there can be multiple jobs/creditors under the one maintenance summary. The Maintenance Job Search allows you to see open work orders etc by creditor and export the results.
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1 vote
Unfortunately there is no link to the creditor from the maintenance summary as the creditor is linked to the maintenance job - and you can have multiple jobs/creditors under that maintenance summary. The maintenance job report has the creditor and creditor contact too.
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