185 results found
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Ability to split unknown funds across multiples tenancies/properties
We receive bulk funds from places like NSW Land & Housing and then have to cancel the unknown funds receipt to then re-receipt it to multiple tenancies rather then being able to allocate to multiple tenancies.
2 votes -
5 votes
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To be able to print or pdf outstanding ownership invoices
It would be handy to be able to print off or pdf an Owner's outstanding creditor invoice that are entered into Property Tree so it can be forwarded/mailed to them.
3 votes -
Unknown funds - BPay
Would be great to have BPay as an option when paying out unknown funds - currently there is only EFT and cheque.
2 votes -
Authorised Creditors / Settlement - Retaining Customer Reference Numbers - Remove on Settlement
We have recently found that on settlement, property authorised creditor reference numbers are remembered. Sadly at present the only solution is to delete references on the new management to prevent incorrect payment to the wrong BPay/Invoice Reference Details. - My Suggestion would be to remove references automatically on settlement to prevent accidental payment to the previous owners CRN for their respective creditors and this would then prompt for new CRN's to be entered for the new management after settlement.
It would also be good to see a tick option added to Invoice Genuis so that the reference can either be…
2 votes -
Amend Creditor in "Edit Invoice" Section
Have the Ability to Amend the Creditor Entered (in Property-Financials-Edit Invoice) so invoice does not need to be reentered, as a whole
2 votes -
Income & Expenditure Statements
Income & Expenditure Statements should be reformatted to be GST inclusive when showing expenses. Currently, e.g. 'Electrical' shows expense + GST on the next line. With only the total expense figure being GST inclusive.
EOM Statements show an expense as GST inclusive in the 'Money Out' column with the GST paid showed in the 'Expense' column e.g. Garden Maintenance (GST paid: $***)4 votes -
Placing invoices on hold
Putting invoices on hold - there should be and a way to hold an invoice and to pay in certain ways
- Hold to pay when funds available
- Pay on DD/MM/YYYY
- Hold till processed to pay
Additional option to hold funds or not
This holds the specific invoice and a reports can be done for all invoices on hold, or by section/staff member
5 votes -
Send Rent Receipt to Tenants after Applying Held Funds to Rent
We've noticed that when held tenancy funds are applied to rent (e.g. after a bond claim), receipts are not sent to tenants, as they would be if it were a direct rent receipt.
It would be great if this could change so that it's more transparent about how the funds are being used.
6 votes -
Income & Expenditure Statements to record the wording Ownership or Ownership Name prior to the Displayed Ownership Name
To update the Income & Expenditure Statement template to include the wording 'Ownership' or 'Ownership Name' before the Ownership Name/ID is displayed.
2 votes -
Automatic release of held funds, once hold amount has been achieved.
Set up an automatic release of extra funds once the held amount has been achieved, rather than having to manually check to see if held amount has been reached & then removing the hold.
1 vote -
Rent amount breakdown display on ownership statement
If tenant is paying monthly rent, is there a way that the weekly and monthly rent can be displayed on ownership statements for the tenancy?
2 votes -
Improve payment percentage split to landlords for unusual percentages
Currently when an ownership profile and bank details are set up, Property Tree does not allow for unusual percentage distributions to owners when there are multiple owners.
For example, if there are 3 owners with equal ownership of the property and each has different bank account details.
Currently Property Tree accommodates 2 decimal places.
- Owner 1 - 33.33%
- Owner 2 - 33.33%
- Owner 3 - 33.34%
Total 100%The problem with this is that certain Trust set ups do not allow for this inaccurate percentage distribution.
This 0.01% difference makes a difference especially when there is a…
8 votes -
Automated Invoice Reminders
You can only send an automated reminder for invoices once it's in arrears, suggest having a days' before option so 7 days before it's due, tenant gets an email reminder.
10 votes -
Add property manager field to 'Create creditor invoice'
It would be so helpful when "creating creditor invoice" to see the property manager whom manages the property - giving a clear indicator if the property is commercial or residential. this would really make the data entry process quicker and reduce mistakes
1 vote -
Installments in Invoice Genius
Ability to set Installments in invoice genius, without holding the full amount
E.g council rates
Whilst the plug in of invoice automate provides this and a lot more automation, having this ability in core Property Tree would be beneficial for us.
2 votes -
Multiline for Insurance Invoices - Issues with GST and generating it incorrect
Requirement for the ability for multi line for creditor invoicing/insurance Line item with GST one without
2 votes -
Payment Run when wanting to hold tenant part payments back
Currently when a tenant overpays/part payment, we manually have to remove money and owners from pay run and disbursements, which is time consuming
It would be great if there was an option that if an owner is paid 10th of each month, it only shows amount to disperse on 10th (not any additional funds, if overpaid)
1 vote -
lease renewal fees on increased amount
Currently when the automatic lease renewal fee is used the amount is calculated on whatever the rent is at the lease start date. This causes a problem when their is a rent increase but it doesn't commence until after the lease start date. This will be more of a problem with the legislation in QLD restricting rent increases to every 12 months. It needs to calculate off the upcoming rent increase.
3 votes -
An optional box to add exact reason for fee reversal (if not auto)
An optional box to add text/reason for fee reversal (if not auto-reversed)
2 votes
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