Filter option on landlord transactions to show reserve funds
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.204
No additional configuration is required for this update - however, reserve funds functionality is a configurable option for Enterprise customers
To request this functionality to be enabled on your system, click here to contact Reapit Support
A guide on reserve funds is available here: Works order reserve funds - configuration option
A filter option has been added to the landlord transactions screen to allow transactions involving held reserve funds to be easily displayed
From landlord transactions:
Landlord transactions are filtered to only show transactions with reserve funds applied Before ticking this filter option, if another filter* has been applied to landlord transactions, a prompt will be displayed to explain that the filter will be removed in order to display reserve fund transactions only * another filter could be a filter on a grid column or using the Show unposted supplier invoices / works orders filter (top right) |
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