Create temporary access for auditors of trust accounts, without the need to purchase a new licence or give out active users login details

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?

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.

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.

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.

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

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.

So you can print a report of funds held in the trust account for sold properties, withdrawn properties or current properties. To double check what funds you are still holding that should have already been disbursed for sold and withdrawn properties.

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.

Emailing a receipt to a purchaser who has either:
1. Requested an emailed version
2. Paid VIA EFTPOS

At 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!

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.

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.

Manual journal function to enable me to transfer funds from one contact or contract to another

It would be awesome to have a printer icon when viewing a receipt, which would save alot of time withouht having to generate, download then select print. A shortcut for these steps would be great!

We are using an online payment platform to collect the money from vendors through their Credit cards. Could you please create an additional Deposit method "Online Deposits" in REX. Creation of the separate Deposit method will also help to know how much money we are receiving through online payment option.

Please can we request that the 'Trust Account Payment Receipt' be renamed ' 'Trust Account Payment Remittance' as this is showing a payment is being made, not received. Our Auditors brought this up last year.

Would like the ability to adjust the 'next receipt number' in rex to enable us to add the receipt number that we use for the same transaction in our manual receipt book.

As we have already issued receipt numbers to customers, we should be issuing chronological receipts following on from our previous system/process.