40 results found
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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 -
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 -
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
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 -
Automatic Bank Feeds
Simple - automatically import bank transactions (the same as many accounting providers such as Xero, MYOB, etc).
7 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 -
When entering details for "Transaction Entry - Invoice Supplier" it would be better if the address is shown rather than just the Owner.
When entering invoice details for "Transaction Entry - Invoice Supplier" it would be better if the address is also shown rather than just the Owner. Surely the invoice is being lodged against a property, and some owners own several properties.
1 vote -
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 -
Separate 'comments ' boxes for landlords and one for inhouse
Currently any comments entered into the 'Comments' box show on the landlords statements. Sometimes we would like to add comments to a transaction to explain why or what the reasons are behind them, but because they show on the owners statements, we can't.
Could we have separate boxes where we could enter any 'inhouse' comments and landlord comments separately?
2 votes -
Stamping all invoices processed
Suggest that all invoices processed through Palace are stamped to show how this has been processed by the PM. This will prevent an owner paying a supplier twice when they receive their EOM payment, or questioning our office on a tenant charge awaiting processing from Bond. Our problem area is suppliers are receiving multiple double payments at EOM processing, we need to eliminate this headache as it is time consuming for all.
2 votes -
Option to delete an old bank account definition in the Bank Import/Bank Definition set up
If the Company changes banks and the Trust bank account changes, it would be good to be able to delete the old account definitions
1 vote
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