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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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    So you can print a report of funds held in the trust account for sold properties, withdrawn properties or current properties. To double check what funds you are still holding that should have already been disbursed for sold and withdrawn properties.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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 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!

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    34 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  7. Manual journal function to enable me to transfer funds from one contact or contract to another

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

    43 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Printer icon for receipts

    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!

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  10. Create an Additional Deposit Method

    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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  11. Rename of Trust Account Payment Receipt

    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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to adjust/enter receipt number

    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.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion! We’re working on upcoming invoicing improvements that include the ability to set auto-incrementing invoice references. We’ll let you know when this is available.

  13. Totals on VPA & Trust ledger

    It would be really good to have a total value on VPA Screen of "items booked" so we can see the liability to be paid and on the trust account ledger a total of deposits and total of payments

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  14. Trust Account Deposit Receipts

    If possible, could we have the address of the purchaser showing with the received from section on the Deposit Receipt.
    This would be handy when mailing out the receipts.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base