Settings and activity
3 results found
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32 votes
Karen Hartmann
supported this idea
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238 votes
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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Karen Hartmann
supported this idea
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72 votes
Karen Hartmann
supported this idea
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1. I think adding a Compliance Tab to the existing Creditor Profile would be best to keep all the information for a Creditor in the same place, easy to find. Also be able to drag and drop documents into the Credits Compliance Tab.
2. I’d like to see a warning email sent when the compliance item has expired or about to so it can be chased up and the new details provided before any more work orders are issued.
Also the ability for the system to send automatic requests and reminders to the Creditors to provide updated compliance details for PL Insurance, Licences etc