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Rebecca Harrison

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  1. Account detail recording in cashbook payment

    11 votes
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    2 comments  ·  Feature Requests » Trust Accounting  ·  Admin →
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    Rebecca Harrison commented  · 

    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.

    Rebecca Harrison supported this idea  · 

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

    65 votes
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    7 comments  ·  Feature Requests » Trust Accounting  ·  Admin →
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    Rebecca Harrison supported this idea  · 

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