Coming in v9.4 - Disbursements on the Owners Screen

Posted on April 28, 2010

To access the list of previous disbursement transactions, you go to the disbursement menu option.

From version 9.4, you will also be able to see previous disbursements directly from the owners screen.  This will make it easier to analyse a single owners past disbursement history.  From the owners screen you will also be able to delete or edit these past disbursements.  Adding disbursements is still done from the regular disbursements screen.

 

As a result of this change, as well as the change adding multiple contacts, the owners screen has been rearranged quite a bit.  The contact details has been removed from the front page and has been added to a new Contacts tab.  The management fee details has been moved from the disbursement tab and added to the front page where the contact details were.  And the list of previous disbursements has been added to the disbursements tab.