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  1. Reference allocation for ABA uploads and Bank Transferrs

    43 votes

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    Ready for Votes  ·  11 comments  ·  Property Tree » Sales  ·  Admin →
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    Susan Qu commented  · 

    Hi PT, could you please review this Idea and action as soon as possible? Thank you

    Susan Qu supported this idea  · 
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    Susan Qu commented  · 

    Hi PT, could you please review this Idea and action as soon as possible? Thank you

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    Susan Qu commented  · 

    Hi PT, could you please review this issue as your earliest convenience? Thanks

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    Susan Qu commented  · 

    REST Can grab the Payee EFT reference into the ABA file, but Property Tree CAN’T, and only put the default company name as the reference. We transfer the system from Rest to PT, which aim to save the time during the daily work flow. But now, we need to manually do all the transactions in the bank directly, because the Reference Number is EXTREMELY IMPORTANT for our clients when they exchange or settle the property. Without the reference, Big solicitor firm can’t locate the fund on time, which will delay the settlement and accrue the interest penalty for our client. If we can’t do it from system, it is not the time consuming issue only, it also will be very easy to make mistake and that will be an unaffordable troubles for us. Please consider to improve this function. Thank you for your attention.

  2. Date of Funds Received not correctly reflected in receipts recreated from allocation from Unknown Funds

    1 vote

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    Ready for Votes  ·  2 comments  ·  Property Tree » Sales  ·  Admin →
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    Susan Qu supported this idea  · 
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    Susan Qu commented  · 

    Yes, I agreed with Vicky, otherwise from the been allocated legder couldn't show the actual fund received date, only the system date. Please leave the date open for edit likes REST.

  3. Allow Automated communications trigger off vacate date & add merge fields

    97 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Communications  ·  Admin →
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    Susan Qu supported this idea  · 

  4. REI intergration - Should grab the "ownership name" not the ownership contact - incorrect info populating -

    62 votes

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    Ready for Votes  ·  10 comments  ·  Property Tree » Integrations  ·  Admin →
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    Susan Qu supported this idea  · 

  5. Add reference for bank transfers

    6 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Susan Qu commented  · 

    Yes, Reference is very important for each transactions out of the trust acount. Why property tree can't grab EFT reference to the ABA file. I think it is just a mapping issue. Please help to solve it ASAP. Thanks

    Susan Qu supported this idea  ·