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1. Account detail recording in cashbook payment

   11 votes

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   2 comments  ·  Feature Requests » Trust Accounting  ·  Delete…  ·  Admin →
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   Rebecca Harrison commented  ·  Jul 30, 2019  ·  Edit…  ·  Delete…

   We have had the same issue after our last trust account audit. The Trust Cash Book Payments report needs to report bank account numbers that money is being paid into. I am having to run a separate report from our internet banking in order to be compliant. Other Real Estate CRM's have this feature.

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   Rebecca Harrison supported this idea  ·  Jul 30, 2019

2. Trust Account Receipts - separate Office Duplicate & original pages

   65 votes

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   7 comments  ·  Feature Requests » Trust Accounting  ·  Delete…  ·  Admin →
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   Rebecca Harrison supported this idea  ·  Jul 30, 2019