201 results found
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Document Flow for Water Invoicing
When using Document Flow for Water Invoicing, we must remove the Owners name and address details on the Water Invoice and attach it to the Tenants invoice. Document Flow would be marvellous for Water Invoicing if we had the option to amend the document which is attached and resave to the document flow transaction prior to approving. At present, we have to amend the PDF before sending to Palace and then it will not match.
Please vote to be able to change the document which is attached and is ultimately sent to the Owner and tenant.
4 votes -
Tenant invoice credit document flow
Doing tenant invoices via document flow. When tenant has a credit available you are able to use the credit against the invoice.
Currently the invoice is still send out to tenant showing the full amount even if the credit has been used.
Can it be set up that when invoice is process in document flow and credit is used , the invoice sent to tenant shows the amount and the credit used and what the balance owing is after the credit has been used.3 votes -
heatpump
Would be awesome if there was a space for us to pop in the date a heatpump was serviced so we can set up a reminder. There is no place for this currently.
4 votes -
Move a email from Property Diary to Owner/Tenant Diary
I would like to submit a idea to have a option of moving a email from a property diary to either owner diary or tenant diary. Sometimes we send emailsf from the incorrect diary and it would be useful to be able to "move" from one diary to another.
4 votes -
Auto replies on invoices sent to palace that do not arrive in palace
When we send invoices through to palace to document flow, quite often some invoices do not arrive in palace. As we are sending 20 - 80 invoices at a time and only 2-5 invoices to not show up. There is no easy way of knowing what has not shown up in Palace and we are unaware that invoices are missing until we receive a reminder notice from the supplier. It would be great if an email failed to reach palace there was an auto reply that the message failed to send.
2 votes -
Add date of rent increase on owner statement
Hopefully will elimintae all the queries when new rent amount will commence, usually iwners ask when they receive a statement although the were advised previously
8 votes -
Add inspection report to Landlord portal
Add the inspection report to the Landlord Portal
3 votes -
Add in more options in the "merge feildns" for invoice templates
When you go to email an owner or tenant an invoice it comes up with Dear, this looks unrprofesional and we need to be able to add merge feilds so we can add their names, to make it more personal.
4 votes -
Bond payments to Tenancy Services should appear in Tenant transactions
You can see the Bond receipt under Tenant transactions - Other amounts, but you cannot currently see when the bond was paid to Tenancy Services.
1 vote -
Stop notification of Tenancy Invoices being generated & emailed
Don't need to see after processing Tenancy Invoices the notification that the 'invoice is being processed and then the invoices are currently being generated
& emailed' Just another field to be clicked on.2 votes -
A link in 'Transaction Entry - Payment Bond' are to view the PAL bond form
A link in 'Transaction Entry - Payment Bond' are to view the PAL bond form when making the bond payment. This would be handy to make sure the right bond form is loaded, signed and the correct details are on the form. Especially when the bond centre doesn't let us know if something is incorrect ie not signed by all parties
1 vote -
Customise Statements
It would be great if we could change the colours and fonts of the statements/reports that we export, so they can align with our company's brand.
7 votes -
Custom View in Transaction List
When processing transactions, it would be fabulous if we could see the properties listed in the 'details' column instead of the tenant. Reason being, we have the same corporate tenant in many different properties. When manually processing rents, there is no way to review which property the rents have been allocated to to ensure no mistakes have been made before 'processing'
1 vote -
Add / Edit Custom Views
Currently only 30 custom views and we require additional custom view tabs to record all electrical appliances per property, also date of purchase and warranty info plus water meter plus ICP plus we want to record all Rubbish & Recycle Bin Numbers per property.
There should not be a limit on custom views as this function should be a personal choice and custom made per user / owner on what information they want recorded. These fields are extremely important for owners to recognise when their appliances were installed etc and also for budgeting purposes for the next financial year. We…4 votes -
the owner doesn't want to receive invoice for EOM
Following EOM or mid-month owner payments, the majority of owners prefer to receive their statements along with invoices, while some prefer to receive the statement only without the invoices. Is it possible to set up a preference for each owner, allowing them to choose whether or not to receive invoices with their statement? This would help better accommodate the individual preferences of the owners
2 votes -
13 votes
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Email a casual owner an invoice for services from their pending charge
Can we email an invoice to the owner for the pending charge so they pay from the charges screen. the statement shows a pending invoice but because its not a transaction it doesn't look like it is owed
1 vote -
Invoice Email with txt reminder
When an invoice email is sent to tenants via Palace, a corresponding reminder text message is also dispatched to their phones, prompting them to check their email. As there are ongoing complaints from tenants indicating that they are not receiving the initial invoice email.
9 votes -
Quick View (recent clicks)
There should be a Quick View on the the side panel underneath the "financial, supplier, tenancy tabs. This should have RECENT clicks, for example: a property you were recently in or a tenant you were recently looking at.
It's annoying when you click "back" and you have to search the property again. It would be good just to have a list of about 5 or 10 recent clicks (similar to the quick access panel in Microsoft folders)1 vote -
Timestamp for photos taken within inspection reports.
It would be great to be able to see, or at least be able to access time-stamps for photos taken within inspection reports, particularly full inspections (without having to access them through the device's camera roll). This would be useful to have for verification for owners, tenants, and definitely for tribunal hearings.
1 vote
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