35 results found
-
Transaction Reversals
When reversing a transaction, have the ability to make a 'note/comment' as to reason for reversal.
1 vote -
Send Statement with Single Owner Payment
Add a button to send statement, when making single owner payment (LHS of Palace). We can send statements when doing bulk owner payments, but only remittance with single owner payment. Why?
1 vote -
part payment
Part payments to Suppliers - would be good to be able to make a part payment for an invoice of any rent that is sitting against the property to the supplier. and then can pay the balance at a later date.
This can be useful when short a, ie today me $65 for just over a $1k invoice, and want to keep goodwill with your suppliers on paying the bulk without having to annoy owners for extra funds or wait another week for rent payment.2 votes -
Portfolio Details and Summary report to have the revenue match
The portfolio summary report does not reflect the same information in the portfolio details report. The summary report has a bunch of revenue lines that do not reflect that of the details report so it is impossible to reconcile them to one another.
4 votes -
EOFY Statement Email Set-up
When processing the EOFY statement, please set it up it comes from the property manager, the same way which the owner statement are generated.
6 votes -
finance@visions.org.nz
Would be great if the date was visible when selecting invoices to assign. At present, I have to open the invoice report in a separate screen to ensure I match the correct funds in to the correct invoice - thanks
1 vote -
Bank Details Upload Reminder before Payment Runs [Liquid Palace]
Is there a way that when we upload an invoice for a work order and the Bank Details of Supplier is not yet entered - Can there be a reminder or a pop up message that would appear please?
This is always an issue for us during END OF MONTH runs and we do not experience this with other apps though like Property Tree :)
4 votes -
3 votes
-
Claire Weggery
Seperating Email Remittance Email templates
Currently having to edit each mid month for remittnaces that sent to suppliers and then remittance sent out to owners (different messaging).
Not everyone sends out mid month statements. Some of us do weekly payments to owner and the remittance shows the amount paid out without sending out a statement.
Currently editing before sending out suppliers remittance is not efficient use of time at all. (if remembered to do it)
1 vote -
Alert for start date in Document Flow
Add an alert if the tenant's start date hasn't passed, same as when an alert pops up if the tenant has a vacate date in place in Document Flow
1 vote -
Hold back Management Fees + GST
Would it be useful if Palace offered the option to Hold back Management Fees + GST within bulk ledger payments for fees taken from rent - where the Tenancy or Guest (Holidays) have not commenced yet?
3 votes -
invoice bug report- if there's a comma, it wont copy
When entering a supplier invoice, if you copy and paste an invoice amount that contains a comma (ef it's over $1,000) then it will dump all the numerals after the comma, creating an invoice for just a couple of dollars. OOPS! Please fix.
1 vote -
Tenant Invoices - Ability to have multiple expense categories and ledgers
Within the Invoice Breakdown section of the Invoice Tenancy transaction, it would be beneficial to be able to add expense codes (possibly different, per line item) and ledger accounts (again, possibly different per line item). This will save time as we wont need to process multiple invoice tenancy transactions, for invoices that have multiple components to it.
1 vote -
TENANT INVOICING - SHOW BALANCE OWING OR IN CREDIT
It would be really helpful when invoicing a tenant if the balance of the "other amounts owing" showed on the invoice.
This would save time not having to send a separate email reminding them of outstanding amounts or showing any credit they might have. Often tenant round payments up so there is a small amount in credit which - if they could see this they could adjust their payment to clear it.1 vote -
Work Orders - Able to manage Deposits but stay open
When processing a works order the PM only wants to pay a deposit for the work to begin. There should be a option you can have a deposit payment made on the original Works Order. When the final invoice is to be paid the works order is still open and can be edited with the final payment.
9 votes -
Tenants Invoices - Comments Section - Can only fit 255 Characters.
Sometimes if there is a lot of work to be done, especially in a final, there is a big description on the invoice to on charge, but I can only fit 255 Characters. This is a pain as I have to go through it manually and try and edit it so it says the same thing but not using as many characters. if we could have this field allowing more characters, this would make it a lot easier.
5 votes -
Warning - Reversals
We need to have some kind of warning 'pop up' if you about to reverse a transaction number that has already been revered.
Perhaps a warning also when reversing a supplier payment that has already been paid (ie actually paid out of the bank - included in a bank upload)
8 votes -
Supplier remittances to show pending invoices
It would be fantastic for the supplier remittances to show invoices that have been entered but are pending/unpaid awaiting funds the way the landlord statements do so that when they get paid they don't call/email asking whether invoices have been received they can see that they are received & entered awaiting funds & it stops us having to generate the unpaid invoices report to send to them if it just included on the bottom of the remittance
8 votes -
Work Order / Invoice Expense
Can we change the Expense when entering a work order / invoice into Palace. Eg. our plumber is entered in as Plumbing Repairs, but if he installs a Hot Water System, then we need to change the Expense to Install Hot Water, but this can't be done until we go into the Transaction / History and change it there. There is no where to change it when doing the Work Order or entering the Invoice.
1 vote -
Automatic Bank Feeds
Simple - automatically import bank transactions (the same as many accounting providers such as Xero, MYOB, etc).
6 votes
- Don't see your idea?