22 results found
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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 -
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?
2 votes -
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.3 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
2 votes -
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 :)
5 votes -
3 votes
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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 -
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.
10 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)
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 -
Emailing or Scanning direct to Palace
Similar to the Invoice Scanning system but with general documentation.
I would see it working like this.
You receive Important documents as supporting evidence OR a simple signed lease agreement.
You would be able to scan it from your printer to documents@palace.co.nz
It would arrive in Document Flow unmatched
You would then have the appropriate drop down options for who emailed it and where it was to be allocated and group if required. (Attached)
8 votes -
Bank account digits
Is there any way we can add more than 15 digits for bank accounts - We are having a few issues with accounts now having more digits and dropping one number is sending payments to wrong accounts.
1 vote -
Bank Import - Unprocessed Transactions report
Sometimes when doing the bank import, there are tenants who are matched BUT you know that they should not be. So one unticks them so they are not processed, so they can be processed later manually.
There is currently an Unmatched report in the bank import area and that is what it reports at present, but how then do u get an unprocessed report?
As a user, we use the unmatched report as an “Unprocessed report” and one would expect, if an entry that had been matched, was unticked, then it would be reported as Unprocessed.
2 votes -
Tenant Invoice charges -Option in Dashboard to NOT email to tenant
Is there anywhere we can tick/untick when processing a Supplier invoice via Dashboard- and we need to tenant charge- so that the tenant does NOT receive the tenant invoice via email (e.g they will be paying invoice from bond refund as discussed - however some tenants forget & pay us anyway when they get emailed the tenant invoice!) The option to untick 'email tenant' is available when we do Tenant charge via transactions screen but can't see this option when doing invoices via Dashboard.? Thanks !
1 vote -
Daily Bank Reconciliation Summary - show amount out of balance
The Daily Bank Reconciliation Summary when out of balance shows the 2 balances but does not show the difference between them both, so one needs to then work this out to see how much one is out of balance before then looking for the problem.
2 votes -
Reminder for due date for creditor payment
If we have an option for a due date for invoices then have the reminder sent to PM if the invoice is due for payment or outstanding rather than getting notice from creditors.
3 votes -
Download Report when receipting monies for rental invoice
When tenants pay for water (in the office or over the phone), we have to go to the transaction history to generate a copy of the receipt. There is now "download report" option as there is when rent is paid so we can print a receipt.
3 votes -
Receipt - Multiple
Be appreciated if when doing a manual multiple receipt, the tenant information shown was similar to that when processing a receipt via Bank import. i.e. I am about to pay the final rent to vacate for tenant, plus ,money towards an invoice, but on current screen can not see confirmation of the rent owed to vacate. Either need the summary at the top or the extra tab like the Receipt Rent has
3 votes -
2 options (Water trust and Deposit in trust) to allocate to tenants invoice when charging
Processing Invoices in Document Flow, when charging tenants, being able to choose 2 options to take the money from their trust. At the moment I can only choose one so have to manually assign to tenants invoice after it has been approved as we have Advance Water Trust and Deposit in Trust (if I remember - if I don't I have to clean the assignments up as I see them). Would be great if I could tick both and then I don't have to go back and assign manually.
1 vote
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