184 results found
-
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 -
Authenticator
Why do we have to keep logging in & adding an authenticator code every time you go into paying accounts, amending account details etc. If we are already logged in, why do we have to log in again just to confirm current bank account details or payments? Surely our login would know what we are authorised to do.
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 -
Allowing more than one tenant bank account to be set up for direct debit rental payments.
It would be helpful if we could have the option for more than one bank account to be configured for direct debit payments. E.g. if a couple each want to pay half the rent from there own accounts via direct debit.
1 vote -
ability to export owner or property ledger as CSV file
ability to export owner or property ledger as CSV file
1 vote -
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.
3 votes -
Invoice number & Tenancy ID linked for receipting funds to the correct tenant.
If the tenants put the invoice number on their rent payment (instead of tenancy ID), then PT receipts the money to the correct tenant automatically.
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 -
Issue statements to agency when pay-out to agency has occurred
Clients have statements issued via email when payment made but when paying agency not statement is sent
We are required to locate and print/download/email manually. This should be simple if it can be done for clients it should be also available to the agency1 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 -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
3 votes -
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 -
centrepay for tenant download
Option to import centrepay file into property tree for tenant downloads.
3 votes -
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 -
Set Ownership Payment date
Having the flexibility to set a payment date when rental providers request monthly payments only without specifying a specific amount.
2 votes -
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 -
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
- Don't see your idea?