35 results found
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New Payment method Online Payment to be displayed on Invoices
We would like to be able to add a new method to the payment section in Office settings (Settings->General->Office) called something like 'online payment', which includes a field for the payment URL.
2 votes -
Customise Campaign Item Types
We'd love to be able to customise item types rather than just using Sundries for anything that doesn't fit the existing options, and/or rename the existing options to better suit our preferred category names.
2 votes -
Option to enter Solicitor Reference when processing a Stakeholder Payout
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
It would be great to be able to enter this field when processing a Stakeholder Payout (at the point they are entering the solicitor's bank account details); saving time not having to go back to the Listing Information screen if a solicitor reference number is provided.2 votes -
Solicitor Ref field in ABA files
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
Could this field label be changed to 'Bank/Solicitor Reference' or perhaps a tooltip added to make it clear how this field interacts with an ABA file?2 votes -
GST on Account Summary
As a user I would like to be able to see the component of GST charged on invoices on the Account Summary statement.
1 vote -
Printing accounting emails
As an agency that prefers to keep a physical file folder for our sales, we would like an option to print a copy of each accounting-related email that we send out of the system (For example when sending an invoice to a vendor, receipt to a purchaser, account summary to a solicitor).
1 vote -
Producing an invoice which reflects funds held
When funds are held in trust (until release) which will go towards paying a commission invoice, I'd like to be able to print/email a Tax Invoice showing that funds are already held which will pay for part of the invoice, and only the difference appears as payable.
Currently I need to add a sales receipt, print the invoice, and then delete the sales receipt (as the funds have not actually been drawn yet).
1 vote -
Default Trust account during manual ledger creation
If a user has set up their office as the default office on a trust account, can this office's trust account please be selected automatically when creating a ledger manually? This would significantly reduce the opportunity for human error for offices who manually add their ledgers.
1 vote -
Trust Receipts Signature
Can we please have the option made available to add an electronic signature to a trust receipt? This would save users a lot of time signing receipts before sending them to clients. Clients have received mixed feedback from auditors about whether an email signature is/is not sufficient when sending a receipt electronically so they would like to be able to have the signature placed onto the receipt automatically.
Even in the instance where this may have been determined to not be required, it would be great to have an option to email a receipt which does not have the manual…
1 vote -
Footnote on invoices
We need the ability to add some text to our invoices please. Perhaps the best / simplest solution would be an empty field with the ability to add an editable footnote.
For example we want to add a "money transfer precautions" footnote - alerting people to the possibility of cyber fraud.
1 vote -
View invoice amount when making a manual Trust Payment
As a user I would like to be able to see both the invoice number and invoice amount when making a manual trust payment against an invoice (Property > Accounting > Trust Payment > invoice selected to be paid).
At present I can only see the invoice number. This makes it clunky from the user's perspective as the invoice number must be known before making the payment. Ordinarily, it is the invoice amount which will be recognised first when making a payment.
This enhancement would make the trust accounting process much more efficient when making a manual payment.
1 vote -
Add export invoice contents to CSV option in accounting section
One of our advertising staff has asked to put forward this feature request.
They would like the ability to export the contents of an invoice to a CSV rather than just the one line invoice summary total export to csv option we have currently. This would allow them to pass on a line by line breakdown of a particular invoice to the necessary parties, at the moment she is having to screen shot the invoice which can mean several screenshots if the invoice contents are long.
1 vote -
Trust Fund Release Date
Can the trust funds releasable date be shown on the campaign (like the ad publication date is)?
I think it might be beneficial to be able to quickly see if somethings been charged without having to click into each line.
1 vote -
Default Deposit Paid of 10%
I would like to suggest that when the sale price is entered, the deposit NOT automatically default to 10% being paid.
The 10% amount is fair enough, but the fact that it automatically defaults to it being paid is concerning because it often is not. If it is not picked up immediately I have staff giving out the incorrect information and letters advising the wrong info – its caused a few issues.
1 vote -
NZ Invoice Compliance
Could we please have the CSN field on the invoice template changed to allow us to include our GST number instead. In New Zealand there is a legal requirement to display your GST number on all invoices. We also need the BSB field removed from the accepted payment methods as this is not used in New Zealand.
This change would allow us to create invoices that are in-line with the legal requirements in New Zealand.1 vote
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