List of Ledgers (deposits currently held in trust) under the Trust Tab
For Agencies that have the trust account function in Rex, one feature that I really miss from our previous system is being able to automatically see a list of all the properties / ledgers that we are currently holding funds for in trust.
No different than how the dashboard shows all of the current listings for the agency, the Trust Account section / tab should show a list of the current deposits held against each property - on the screen (not having to create a report or trail balance ledger within a specified date range).
Would be a very useful tool. Thank you.
Samantha Hill
shared this idea
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AdminAlex Babkov (Admin, Rex Software) commented
@Mishelle, suggest you log a different feature request with more info (how the report would work, what state you're in, what you need it for, how compliance requirements might be different in other states etc.). If / when this "List of Ledgers" feature is implemented, the ticket will be closed and your comment unfortunately lost.
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Mishelle Teahan
commented
I agree - and also to be able to print a report to show the 10 working days for holding that deposit
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Larena Butler
commented
I agree totally - you need to be able to do a quick trust account ledgers overview.