This software provides for a very broad range of business needs in one package and the overall integration is good. Of all of the items here, this one makes me the most leary, as it could force us to leave for a different platform in the long run. By paying cash for everything, we're leaving money on the table, but if we switch over to business credit cards, we'll completely compromise our ability to account for our expenses within CIC. The inability to access transaction-level detail from credit cards is also going to be an issue for us as we grow as a business and build business credit. This process is time-consuming and will become a system bottleneck for us as we grow.
It would be great to have a tool that could calculate the splits based on an amortization table and "extra payment" input. It seems like the only way to account for this currently is to categorize the monthly payment to a "Transactions to Split" account and then break them down based on the mortgage statement detail.
The software could be significantly improved by implementing a better way to handle the accounting for PITI payments, especially given that 3 of the 4 components are tax items. When putting together work orders, it would be great if the property address could be specified within the work order itself (automatically populated if initiated from the subject property). Sometimes they don't understand instructions, and it turns into a little extra work that we'd ideally like to avoid altogether. Right now we are having to send separate emails instructing applicants to use the "references" fields specifically for past landlords. One thing we want to do but can't require 5 years of address history and the landlords associate with each. The option to fully customize the application form with unlimited user-defined fields and different question types (like short answer, multiple choice, radio buttons, etc. Per the request of their customer support team (did I mention how in tune these folks are with their customer's needs and desires?), I've copied some software recommendations that I submitted privately below: 1.
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