185 results found
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Tenant ID to be added to the available merge fields for tenant invoices.
Tenant ID to be added to the available merge fields when sending tenant invoices.
6 votes -
create owner invoice for payment
Ii would like to be able to create an invoice for the owners to pay for things like advertising or other charges that they may wish to pay direct rather than from the rent. Similar to a tenant invoice or commercial rent invoice but for the owner.
6 votes -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice6 votes -
Rent Payments
When Receipting rent it would be good if you could use a short cut to the bottom receipt amount (+) like rest as now we have to add the weekly rent up and receipt the balance to invoice credit due to alot of tenants paying extra for water usage.
PT doesn't let us know if for example: tenant pays fortnightly rent and one is at the old rent and one week at the new.6 votes -
Ability to re-print bank reconciliation reports from previous dates
Ability to re-print bank reconciliation reports from previous dates within the same period
5 votes -
5 votes
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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 -
Information that displays on Tenant Receipts
Have the ability to customize a tenant's receipt.
Rent paid to and from dates on tenant receipts are confusing tenants, it should have rent paid from {date} to {date} with part payment {$amount} effective paid to {date} like the tenants ledgers.5 votes -
Send Bulk email to tenants for outstanding water usage invoices
Be able to sent bulk invoice for outstanding water usage invoices, rather than send for all outstanding tenant invoices
5 votes -
Editing Invoice Data After Processing
Please allow agencies to edit information on invoices after they have been processed such as the description and the account as this would be helpful if changes need to e made in the future for accounting processes.
5 votes -
Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
5 votes -
Invoice Genius: Keeping creditor name for multiple invoices from the same creditor
Once you've entered an invoice and approved it, keeping the last creditors name in the creditor field so when entered water rates, council rates, OC fees, etc. you don't have to keep entering the creditors name. If the creditor changes, then you can just enter the new creditor.
5 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
5 votes -
add reference to creditor remittance
Creditor Remittances - would be good to be able to add a deposit reference (eg account number) to show on the receivers bank statement. Even though the remittance is emailed some large companies (eg credit check companies who receive 100's of deposits daily) receipt the funds incorrectly based on the company name on the bank statement being similar to another agency. They also say the emailed remittance is not received, could be in junk, maybe blocked by email hoster, but either way our funds are not being allocated correctly and it's time consuming to get this corrected.
5 votes -
Lease start date on receipting screen
Show the Original Lease Start Date on the Receipting Screen so you can decide whether to enter the amount as a Holding Deposit and enter the date into Hold until for reporting and allocating funds
5 votes -
Account name on the ledger instead of the account code
We have queries on the I&E statements and when going back to either the PM or owner it will be easier if they can see the account name instead of the account code on the ledger. There is no report to show you what has been used under a specific account code other that the ledger.
5 votes -
Emailing of tenancy invoices to multiple contacts through invoice genius
Tenant invoices created through invoice genius should be able to be sent to all/multiple tenants not just the primary tenant (as this option is available when entering a single tenant invoice).
5 votes -
Tenant Statement showing Rent & Invoices
Option to send a TENANT a statement showing outstanding rent and invoices.
Currently PT only generates an Invoice .. at the bottom of the Invoice it reads
Tenancy - Statement of Outstanding Items .. with a total outstanding $$$$.
This does not include any outstanding rent which is misleading.There should be an option to include RENT. This would save time and provide consistency in the way information (request for funds) is sent to the tenant.
4 votes -
Agency fee part payments
Would love to see an option to prevent part payment of agency fees & instead hold funds until sufficient to pay the fee in full.
Would stop owners questioning multiple payments toward letting fees etc.4 votes
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