Settings and activity
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2 votes
Rae Walters
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10 votesRae Walters
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14 votesRae Walters
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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 Rae Walters
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56 votesRae Walters
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43 votesRae Walters
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A compliance tab for trades would be ideal so you can track insurance/licence expiries. It could be managed in tasks/notes but ideally a compliance tab would be best.