Batchable Edits

Supreme
Supreme Registered User ✭✭
Would it be possible to add Insurance to the batchable edit fees? Where we could sort by those who carry the facility insurance and by paid through date? Then we could update so much easier! 
Maybe make this the next update to the fabulous sitelink?

Answers

  • Supreme
    Supreme Registered User ✭✭
    batch able Tenant fees is what I meant so sorry for the misunderstanding
  • AnitaJohnson1269
    AnitaJohnson1269 Registered User ✭✭✭✭
    Run the "Insured Roll" from reports and export it to excel. Insured tenants would be the ones signed up for facility coverage.   You can then sort and filter what you need. 
  • Supreme
    Supreme Registered User ✭✭
    Thank you I did trry that but when sorting by any column it did not coincide with the proper customer, or unit . very frustrating. 
    No worries The deed is now done. 
    However, if you know how to unlink tenants i am open to learning that! 
  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Supreme said:

    However, if you know how to unlink tenants i am open to learning that! 
    Create a new tenant for the unit you want to unlink.  (Tenants > Add)

    Then go to Company > Utilities > Shift-Ctrl-T > Move Ledger to Another Tenant

    Select the unit on the left that you want to unlink, select the new tenant you created on the right, then click Transfer in the middle.

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