Feature Requests
Welcome Rex Users!
Let us know what you really want out of the system you use in your businesses every day!
Please include as much detail as possible about what the feature is and how the feature would make your life easier – this will encourage other rex users to vote for your request rather than creating a duplicate idea. The more votes you get the quicker your idea will come to our attention :)
How it works:
- You can add as many new ideas here as you like but each new idea that you add will cost you one of your votes.
- You have ten votes to use. You can distribute these however you like with a maximum of 3 on any single item. You can remove a vote if you change your mind and put it elsewhere.
- If you have voted on an item that is then implemented, you will get those votes back to use again.
Remember – no request is too small :)
Happy voting!
27 results found
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Linking data from Trust Funds Request to Trust Deposit when request is selected and receipted
Linking data from Trust Funds Request to Receipt - details from the trust funds request is pulled through to the Deposit screen when that request is selected at receipting time
9 votes -
Trust Account - Receipts & Payments
Option to print based on receipt / payment numbers not just dates
0 votes -
Autogenerate the rex users' signature on trust deposit receipts
Currently the person doing trust receipting has to download as a pdf, and then add a signature in adobe to the receipt, then re-uploading to Rex before sending the deposit receipt to purchaser. Would be a huge time saver if the person entering the deposits to rex has an e-signature autogenerated on the PDFs that rex creates for the receipts.
22 votes -
Commission Invoices
Option to receipt funds "commission for sale" or "commission for lease". Dropdown option when creating a commission invoice. In particular for commercial rentals.
2 votes -
Automatically include Payments as 'Included in Bank Upload'
Would love to have a back end setting to automatically include Payments onto the bank upload. We upload all payments as an aba and never do it manually (as to avoid double handling) and it would make it much safer to ensure that all payments are automatically included in that list.
7 votes -
Trust Account Auditor Access
Create temporary access for auditors of trust accounts, without the need to purchase a new licence or give out active users login details
4 votes -
The ability to see the deposit amount when it has been paid, in addition to the tick box confirming payment
The ability to see the deposit amount when it has been paid, in addition to the tick box confirming payment
1 vote -
Emailing or printing purchasers receipt only
We have just moved to Rex and previously have always been able to generate a pdf of the purchasers deposit receipt so we can email it to them. Unfortunately Rex only lets you print both the original receipt and the office duplicate on the one page. Therefore we have to print the receipts, cut in half, scan the purchasers receipt into our server and then email the purchaser. This is so time consuming and totally unnecessary. Could I please request that the system be updated so we can at least generate a pdf of the purchasers copy only?
4 votes -
Make confirming sales deposits easier
We receive requests to confirm Sales Deposits held everyday. Currently marketing and sales are combined as we only have one trust account. Seems backwards that we have to pull out our calculator and add up the deposits paid and to be sure not to include any VPA. Would be fantastic to have it like propertyme for rent and bond held boxes at top of the ledger.
4 votes -
Printing direct from trust ledger and not having to generate PDF
It would be more time efficient to be able to print the ledgers directly when the ledger has populated instead of having to generate the report then download then print. Way too many unnecessary steps.
42 votes -
1 vote
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Agency Funds Account
REX needs a 'Pay Agency' or 'Accumulation' account ledger that commission & marketing funds are dispersed to once a property has settled so that funds can be moved from Trust to General as they are needed instead of every time a property settles or having multiple ledgers with funds. There are a lot of of other trust accounting systems that have this feature so I am surprised that REX doesn't offer this.
3 votes -
Automatically send Trust account receipt to the person making the deposit
It is a legal requirement to send through a trust receipt, can you simply give us a option through a check box whether we would like to send one or not. Other programs do this automatically
6 votes -
Bank Upload Button - Add to Property - Trust Accounting
Would love to have the bank upload button added in the actual trust accounting section of the property as a drop down on the payment (from ledger) so we can create the bank upload file straight from there!
Same with changing the upload status!
It takes a lot more time having to go out of the property trust accounting and into the main financials button to find and then do it.15 votes -
Notes Section on the Trust Account tab
Similar to the VPA tab to make notes on what the funds are held (especially sold properties) for instead of having to keep a seperate list.
1 vote -
Trial Balance Report with More detail options
So you can print a report of funds held in the trust account for sold properties, withdrawn properties or current properties. To double check what funds you are still holding that should have already been disbursed for sold and withdrawn properties.
1 vote -
Emailing a receipt to a purchaser straight from REX
Emailing a receipt to a purchaser who has either:
1. Requested an emailed version
2. Paid VIA EFTPOSAt this time we are only able to generate PDF, print, Sign, Scan back to email and then email a scanned (not the best quality) copy of their receipt. Thank you!
33 votes -
Ability to print a bank upload summary
It would be good if we could print what transactions are in a "Bank Upload Summary" or ABA file. Currently there is only the ability to view the upload id, the contact, the amount, the created date and the transaction id over two different screens.
When you have a second person processing the payments in the bank they can't see what they are paying, what bank account numbers the payments are going to etc.
Currently the only way around it is to either print the ABA file which is not ideal OR print the days cashbook payments which gives you…
1 vote -
Account detail recording in cashbook payment
Hi, Auditors just completed an audit our first since taking up rex trust accounting. They have advised that BSB and account details should be in every payment. Would be very helpful if there were a field for this when completing a payment. Would also assist Qld agencies to meeting their requirements with OFT under the act.
11 votes -
Trust Account Receipts - separate Office Duplicate & original pages
We would like the option to generate the "Office Duplicate" of the Trust receipt on a separate page to the original.
When emailing the receipt directly to clients they get confused receiving both the original and copy on the same page.
65 votes
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