1. General
  2. Suggestions
+2

import statement of accounts from agent to pre-populate

Michael Dimitriadis 4 years ago • updated by James Batchelor 3 years ago • 1

Pre-populate Agent Statement by importing pdf of Statement of Accounts sent by agent

+1
James Batchelor 3 years ago

It would be a benefit to be able to add an expense to the statement that has been imported via the scanned component of the system.  My letting agent will send an invoice for items such as repairs or certificates and then deduct from the money paid.  I would like to be able to enter this as a normal scanned receipt and then link to the statement.

Customer support service by UserEcho