Settings and activity
5 results found
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5 votes
Tracey Taylor
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25 votesTracey Taylor
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40 votes
We're currently looking into a solution for this, to enable you to select a file(s) from document management and initiate an ad hoc email.
Tracey Taylor
supported this idea
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
An error occurred while saving the comment Tracey Taylor
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178 votes
We're pleased to advise that this is currently in Development alongside being able to advertise your properties online. We'll let you know once it's been released!
Tracey Taylor
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I was just about to log this idea especially with changes to the WHS legislation. The legal risk to agencies and landlords is huge if you sent a contractor who didn't have the necessary insurance.
It would be great to have a Compliance Tab for each Creditor/Contractor that records their Public Liability Insurance - Insurer, Policy # and Expiry Date and also their Workers Comp or for sole traders/partnerships their Personal Accident & Injury Insurance. Also should have their license number if they have a trade.