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  1. Compliance tab on Creditor Profile

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    30 comments  ·  Property Tree » Profiles  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Thank you for all your feedback on what type of items you'd like to track against Creditor Compliance. We're pleased to advise that we are currently finalising details with our development team on this feature and we'll let you know when development starts.

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    Sherie Eakin commented  · 

    I would like to see a section for Creditors that records their expiry date for their insurance and the date they are set up in Property Tree, sometimes creditors do provide multiple types of insurance or licenses so that would be great to be able to contain them in their own section. The main thing for me is being able to record the expiry date of Public Liability insurance and a report that could capture this information.