185 results found
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Show if the tenant is set to charge for water usage
Flag whether the tenant is set to charge for water usage when creating a tenancy invoice and oncharging tenant via creditor invoice (currently only does within Invoice Genius so is not consistent)
12 votes -
Sort ‘No Payment Info’ on Ownership Payment screen
On the Pay Ownership screen:
It would be great to have the ability to sort the column of ‘PAY AMOUNT’ in order, so all the owner's with missing payment details (displayed as ‘No Payment Info’) are grouped together for easy identification.
Currently, they are not always listed/sorted in order.
It's not very user friendly having to export the grid as a CSV, set filters to sort and identify any missing payment info.11 votes -
Creditor Statement Template
When creditor statements are sent out, the user who processed the payment is listed in the signature on the body of the email. Currently, there is no way to change the name, or remove it. It would be great to be able to edit this.
11 votes -
Option for Interim Statement
Have an option to create an interim owner statement without generating a statement fee, and without clearing the statement period.
11 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes -
Save EOFY statements against Owner profile for owners that receive by post
Owners that receive correspondence by post don't have their EOFY statements saved against the owner profile anywhere for easy reproduction/ viewing. It would be great if they auto save in communications or documents when being created at end of year.
10 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 -
Leasing Fees as a % of the annual rent
In Victoria we need to be able to enter Leasing Fees as a % of the annual rent.
10 votes -
Owner preference - Income & Expenditure Statements
Regarding the Income and Expenditure Statement, the owner listed the items required by the ATO. They would prefer to not have the statement show information that would come from another party (ie bank/broker).
Example - Total capital allowances & Total legal fees
They suggest that PT produce subheadings that align with the ATO fields and group the expenses into the subheadings. For example;
Total Repairs
- Air Conditioning
- Fire Protection
- General Repairs and MaintenanceTotal Agent Fees
- Income and Expenditure Fee
- Residential Management Fee
- Administration FeeTotal Body Corporate Fees
- Strata - Admin /…9 votes -
Rent Increases & Payment Cycles
Previously in REST when entering a rent increase that didn't line up with the tenant's existing payment cycle there would be an option to raise an invoice for the difference in the rent increase for the period between the rent increase effective date and the tenant's next payment cycle. This would mean the tenant's payment cycle isn't impacted and the owner doesn't have to wait till the next payment cycle for the increase to come into effect.
So some tenants paying monthly it could mean the owner is having to wait an additional 30 days if the rent increase is…
9 votes -
Reference Numbers for Authorised Creditors
We need to be able to add more than one reference number for authorised creditors. Some properties have two strata levy notices (ie if a carspace or garage is on a separate lot) So that we can bulk pay those invoices we need to be able to save more than one reference number for an authorised creditor
9 votes -
Create credit for future invoices (residential)
Currently, credits can only be applied to rent or existing invoices.
If a tenant receives an incorrect invoice and has paid it already, it would be ideal to be able to apply the credit to future invoices to make up for the over payment.9 votes -
Instalment feature for creditor invoices using Invoice Genius
When you upload an invoice into Invoice Genius that has instalments, it would be great if you are able to tick a box if you want to do instalments and then be able to enter the amounts and dates due for each instalment instead of either downloading the file and renaming for each instalment or manually entering for each.
9 votes -
Bank Reconciliation Reminder
To reduce any Bank Rec issues because it hasn’t been done for a while, it might be good to get pop-up reminders, alerting Agents to take action.
For PT users who are not required to do Bank Recs at all, it would be good to have a turn on/off option for such reminders (controlled by MRI on the Admin Portal, not accessible for users). Maybe get users to sign/agree on that.9 votes -
Water Invoicing
We are required to have a water meter read on the Ingoing Property Condition Report though there is no where for this information to be carried over into PT.
We will need to check invoices prior to the auto processing incase a property has been sitting for a few days and retic has been on / property has settled / water leak. We need to be able to clarify which has always been a great audit feature when you can put the KL used with the dates. Didn't need to go back and look through invoices and clarify as you…9 votes -
Search by property address when entering a tenant invoice
Ability to search by property address, not just tenant name. Some water invoices are to charge tenant only, so need to enter via create tenancy invoice - the water invoice only has the property address so this means we have to look up the property in a separate screen to find the tenants name.
9 votes -
Bank Deposit Sheet to display individual receipts
While the Bank Deposit page in Property Tree displays the individual receipts created (e.g. cash receipts), the Bank Deposit Sheet doesn’t. It only displays the total amount.
The Bank Deposit Sheet (is often stamped by the bank and) is kept for record/audit purposes.
Having individual receipts listed would provide transparency on each transaction.
8 votes -
Calculate Rent to the Day
It would be much easier for tenants to understand their receipts and ledgers if rent was calculated to the day.
It would reduce large part payments and the confusion that most tenants have regarding this especially when looking at their receipts.
8 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 -
Print from invoice genius
The ability to print from invoice genius. As we get downloaded from places like water corp etc. Sometimes there is a zero balance, you cant print it out straight from invoice genius. We have to log back into water corp and download again.
We get 200 - 300 invoices a month, they get flicked to the pms but it may be a day or two before they process. It would just be nice to be able to print straight from the queue8 votes
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