Suggest New Features
Let us know what new features you would like to see in Landlord Vision!
You can also check out what other users have suggested so far, comment on their suggestions, and vote in favour of the ones you really like.
Transferring documents between portfolios
When a property transfers between portfolios, the documents should be able to be be transferred. Only way to manage this is to download or email the links. Could the ‘select a folder’ drop down contain a drop down to other portfolios in the same account?
Ability to choose a Default Portfolio. Also hide/active/inactive portfolio.
Rather than alphabetical sorting, it would be good to be able to order the portfolios, and/or select a default portfolio that always opens first. It would also be great if a legacy portfolio can be made 'inactive' like an expense account so that it hides from the list. A button for show/hide inactive portfolios would then be needed.
Associate financial rules with a contact
Allow default settings associated with a specific contact, so transactions with that contact are automatically categorised.
Ability to create 'Bank Rules'
Ability to create a rule where statement transactions that meet certain criteria, such as a specific payee, are automatically recognised as specific types of expense or income.
This would mean that, for example, every time there is a transaction for banking fees, the system would automatically suggest to create an expense for reconciliation.
Add reference box in Deposits
Box should be added within deposit section to add in the deposit reference ie DAN707237
Customer support service by UserEcho
