add note with attachment to all accounts in a misc. fee batch
When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.
Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.
I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.
If there was the ability to add a note to the whole miscellaneous batch like we used to be able to do in CBSW the PDF would be attached to the note in the account in one swoop. It's like I've upgraded for $X and been downgraded in the process.
See screen shot - the comment entered in the misc. transaction portion of the create delinquency screen could also allow for an attachment and also be placed in the notes. honestly it could allow for the attachment to be accessed in the transaction history and save people access time and clicks
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This request has been declined due to lack of votes.