Quick Owner Statement Use

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Match Made

November 12, 2015 15:52

From the Prop Mgt page, I suggest adding a check box at the top for the "Deduct Management Fees" section. This check box, when check would simply "assume all fees have been paid." This way, we would not have to manually enter each as paid for the owner statement to be updated accordingly. 

Also, on the Prop Mgt page, the Owner Statements that populate can have the following enhancements:

1. First, sort alphabetically.

2. It would be nice if only those with action in the period were indicated as such either with a different color or a drop down option was employed (e.g., show all or show only those with transactions in period)

3. Each owner's name should have a check box next to it and this section should offer a "generate all checked."

4. Similarly, there should be a an "email all checked" option. These two steps (3 and 4) would eliminate a lot of tedium. 

5. The Pay Owner section should also have a quick global option to "pay all checked" when a particular account from is selected. 

 

*Always thinking of ways to shave hours off the day! =)

 

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  Jacob Thomason November 13, 2015 00:57

  Hey, we're going to be modifying how this page is handled in the future so that this isn't as large of a concern.  It's going to be quite a bit different actually.  Good suggestions here though for an interim improvement.  We'll certainly consider these prior.  Thanks!

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