185 results found
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Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
1 vote -
EOFY Report - Longer than 12 month period
That it has a option for longer then 12 months so that owners that live overseas that need diffrent time periods that are for example as 13 months as the dates are within same month for the country they reside in
1 vote -
Agency Statement improvements
1) Would love to be able to pay Sales Commission/Fees separate to creating agency statement
*Issue currently facing is that if a property settles before end of month and funds are disbursed and we pay agency it will create statement (which is a clearing statment)
*When we then do EOM the period is for example 25/3/24 - 28/3/24 - Not providing one statement for full period
*Feels all agency statements should be from first day of month to last day of month
*Cannot create a statement for a specific date range
1 vote -
tenancy effective paid to date on ownership ledger
tenancy effective paid to date on ownership ledger - for many reasons, its important that an owner can see this on their ownership statement. currently you can only retrieve this information from owners remittance or tenant ledger. just more work exporting and trying to explain it.
1 vote -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
1 vote -
My idea is to change the rent arrears notice from the day the rent is due to the next day as the act state that the rent is due on or before
My idea is to change the rent arrears day from the day the rent is due to the next day as the Residential Tenancies Act NSW 2010, states that the rent is due on or before the day it is due. So, if the tenant pays their rent on the day it is due, they are not one day in arrears and they shouldn't be showing as they are in arrears.
33 Payment of rent by tenant
(1) A tenant must pay the rent under a residential tenancy agreement on or before the day set out in the agreement.By…
1 vote -
Paying selected creditors (and not all) has no option to show by certain due dates
When paying selected creditors (and not all) apparently it will pay ALL outstanding creditors irrespective of due dates. Which means entered instalments for Council rates will not work. This needs fixing as we are a large agency and need to pay statutory rates and taxes weekly - not all creditors - just statutory rates and taxes.
1 vote -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
1 vote -
Alert to toolbar for Invoice Genius Items
It would be great to have an alert on the tool bar that tells you when you have items in invoice genius, important for when you don't use it every day and someone is trying to communicate with you.
1 vote -
Improve invoice genius upload time
Taking so long to upload to invoices, sometimes 5mins per document which is time consuming
1 vote -
accommodate for international bank transfers
In PT you can only edit the Owner's contact payment information to either EFT or Cheque.
The EFT method requires AU specific account details which for any Owner with an international account is impossible to provide.
As a workaround, our accounts team set the method to Cheque as it is the only alternative in this scenario, of course, they do not process the payment by Cheque.
Owners not happy with this as not accurate for their financials and reporting
1 vote -
Putting a button shading on the cancel receipt button - I wasted your support girls time due to not knowing it was a button.
When cancelling a receipt there is no actual button shading over the "Cancel Receipt" - I didn't think it was a button - I just thought it was greyed out and therefore couldn't be used.
1 vote -
Invoice Fee Charged - refer to invoice it relates
When an invoice fee is charged, the invoice is referred to on an owners statements
1 vote -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
1 vote -
Owners with multiples properties - Statement suggestion
When owners with multiple properties receive their Statements (as we deal with each property separately, a Statement for each one) it just says on the From: ABC Real estate and the subject is " Ownership Statement from ABC Realty. They want the subject to show the property address then when they are searching their emails they can find it easily.
Thanks
1 vote -
Management fee to start 4 months time
Currently if we offer 2 months free management fees to clients, there are no way in Property Tree such that the management fees will be charged after 2 months time.
For now, we have to remember to do this in 2 months time.
Maybe Management Fee option can be enhanced such that the trigger can happen after a certain date.
1 vote -
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 -
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 -
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 -
On screen transaction receipting - add in details available within csv report
On screen transaction receipting is missing several columns available within the csv report including the transaction date (some banking platforms downloads have different dates for living weekend transactions) and the reason for the rejection.
1 vote
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