185 results found
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compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
8 votes -
Auto receipts to be sent to ownership when they make a contribution ( eg deposits for repairs )
It should be a requirement to provide an owner with a receipt if they make a deposit to the trust account. This should occur automatically.
Everyone else gets an invoice emailed but not the ownership8 votes -
Ability to change when to withhold funds for invoices
Currently owner funds are withheld for payments due in the next 30 days, we'd like the ability to change this to make it shorter based on our business requirements for instance only withhold funds for payments due in the next 15 days.
8 votes -
Tracking Invoices through Invoice Genius
We need a way to track Invoices through Invoice Genius. Once an invoice is sent there is no way to prompt a PM to approve or to flag that the invoice has already been entered into invoice genius. There is no record of notes for the activity pertaining to an invoice. Invoices need to be time stamped with status updates - Entered > approved > Processed > paid.
8 votes -
Ability to add descriptions that populate by default for tenant invoices
Ability to add a default tenant invoice description linked to the account code, ie. water usage, not water rates as it currently populates from the account code name
8 votes -
Creditor Invoice - Character Limit for descriptions
Would be great to not have a character limit when generating a creditor invoice
This will help with not having to adjust the contractors description at all.
7 votes -
Update payee name to reflect account name for ownership
The payee information card links the payee to a contact and this is not always the case. If the payee could be linked to the bank account name instead. This does show correctly on the ownership statement but it does not show correctly from our internal end which causes concern and confusion. E.g. If we pay ABC Pty Ltd, the payee should say ABC Pty Ltd not the contact name of Joe Smith who is just a representative of the company.
7 votes -
Creditor invoicing - allow for multiple charges in one invoice
create another line in the creditor invoicing so we can enter both the service & usage charge in one entry as well as being able to invoice the tenant portion
7 votes -
Remove some information from owner statement
Remove date when rent received. This is unnecessary, as owner only need rent paid from and to dates.
Some owners may react to tenant arrears if only be a few days from the actual due day,
7 votes -
Invoice Genius - Making the BPAY reference field big enough for BPAY references
Making the BPAY reference field in Invoice Genius big enough to view the whole reference number.
7 votes -
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
7 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
7 votes -
Better explain part payments to owners on statements
Owners have trouble understanding a part payment being paid to them in advance of a full weeks rent currently showing with the paid to and effective dates, so if a tenant pays the old rent amount or rent in advance it is confusing when they receive this money, always months later this is queried.
Could this show on the statement clearly with part payment towards the effective date has been paid to to the owner7 votesPlease pop a comment on any ideas you have to better explain this to your owners
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Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices7 votes -
Switching off Income & Expenditure Reports only for owners
It would be good to have a separate option to switch off the creation of an Income & Expenditure report for an ownership, if possible. Currently, the only option is to switch off Statements and Income & Expenditure Reports
7 votes -
Bond Invoices
When entering in bond information, we should be able to send a bond invoice, like a rental invoice.
if not paid, it should also be noted on the invoices sent out to the tenant that it is due/overdue6 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 -
Event Driven Fees for Tenancy - To enable to charge a Fee (or add a Credit) while receipting
Adding Fee's while Receipting
6 votes -
changing of Bank Rec date
due to the date being Auto Entered as the current date, i have mistakenly Reconciled my bank as per todays date, not as the bank statement. being able to change the date in addition to the amount would be a saving grace. Especially for auditing purposes.
6 votes -
Add reference for bank transfers
Early release of sales deposits usually go to: Solicitors Trust Accounts, PEXA Property Exchange House or Real Estate Agency Trust Account. All these need Reference Numbers..... Without them your deposit gets lost and settlements are delayed. The current solution is to enter the transfer directly to the bank, making an automatic system using ABA's pointless.
6 votes
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