Canceled transactions with checklist items that are not reviewed

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By BHHS California Properties HSOA

Requester

If a transaction is canceled, we do not need to review documents, but if there are un-reviewed documents attached to the checklist, it will continue to come up in Quick Audit. Once a transaction has been canceled and approved, we do not want it to appear in Quick Audit any longer.

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SkySlope Support posted about 1 month ago Admin

Created By BHHS California Properties HSOA

Requester

Hi Chris,

Yes, a toggle on/off button would probably work just fine for canceled transactions in Quick Audit.

As for the other suggestion (your link above), we do not want our auditors to review their own files, and I can't think of an instance when one of our auditors would need to sign something that they are reviewing in Quick Audit. If I understand that request correctly, I don't believe that would not be something that our brokerage would use.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Ssadmin,

Chris here with the SkySlope product team. Thanks for your feedback. We're looking at ways to improve the quick audit experience, and this is a good suggestion. Would something like a toggle to "show/hide" cancelled transactions help with your suggestion?

Also, since you use Quick Audit, we also have this suggestion and my comment about some near term enhancement that we would love to hear your thoughts on it. If you like it, give it an upvote. We use these to help prioritize the feedback from our users.

https://support.skyslope.com/hc/en-us/community/posts/360043078272-Reviewing-and-signing-documents-Admin-

Thanks!

-Chris

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