Settings and activity
17 results found
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42 votes
Kahlen Zhu
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43 votesKahlen Zhu
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37 votesKahlen Zhu
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40 votesKahlen Zhu
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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?
Kahlen Zhu
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131 votesKahlen Zhu
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210 votes
We're pleased to advise that Auto Reply for Comms Platform is now in development. We'll let you know once this has been released.
Kahlen Zhu
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13 votesKahlen Zhu
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30 votesKahlen Zhu
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115 votesKahlen Zhu
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6 votes
An error occurred while saving the comment Kahlen Zhu
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3 votesKahlen Zhu
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5 votesKahlen Zhu
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43 votes
An error occurred while saving the comment Kahlen Zhu
commented
We need this function as well. When we paid vendor/vendor solicitor trust account, they always need us to provide reference so that they can identify the money, otherwise they need extra time on just finding the money. We used REST before and it had this function, but when we upgraded to Property Tree, this function is gone and gives us a lot of troubles. I hope Property Tree can add this reference number into ABA file uploading to bank and show in bank, this little step can save us a lot of extra work.
Kahlen Zhu
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8 votesKahlen Zhu
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5 votesKahlen Zhu
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9 votesKahlen Zhu
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I totally agree. When we use ABA file uploading to the bank, what we expect is it has all the information in it including reference number. If we need to manually add reference number in the bank, what is the point of using ABA file uploading. The process just double the workload and doesn't make sense.