1204 results found
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Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
4 votes -
Option to EXCLUDE ARCHIVED Owners from I & E Statements in the bulk run
When doing the Income & Expenditure statements, there is currently no option to exclude Archived owners. It should be a tick box option.
In the instance of managements lost to other agents, fees are not able to be recouped once it's sent.
4 votes -
when you review income and expenditure statement, it would be nice to have an option to email it to yourself like you can withthe mailmerge
When we review income and expenditure statement, it would be nice to have an option to email it to yourself like you can with the mailmerge
4 votes -
Opening communications
When you exit communications if it could stay on that page where you are up to instead of refreshing Home, becoming frustrating when you have to open the communication to check if thats the email you are looking for.
OR better way to search communications.
4 votes -
Owner profile show property under management
When receipting owner funds would be good to have the Owner profile to also reflect property they own, not THEIR postal address.
When have the same owner entered more than once cannot tell which is which without knowing their profile ID
4 votes -
Invoice Genius: Expand vertically Wider in creditor's description
Please make the key-in space vertically wider in the creditor's description. Normally the description is very detailed with long sentences, we can only move the mouse to see the whole context .
The shape of space for tenant's description below is good and big enough. Looking forward to the improvement. Thank you.4 votes -
A recycling bin if you accidently delete something important
A recycling bin if you accidently delete something important
4 votes -
Have a send an update email option for a change to routine inspection date and/or time
Have a send an update email option for a change to routine inspection date and/or time so tenants have a copy of the new appointment
4 votes -
Two deposits received on the same property
We have this morning received two (2) separate holding deposits from buyers for the same property. As far as I can tell, two active buyers cannot be added to the same property, and I have needed to rescind one of the buyers after creating a receipt for them in order to add new buyers and create the second receipt. Hopefully I will be able to reinstate the first buyers if they do eventually become the buyers to enter into a contract!...
4 votes -
Match and allocate arrears amount for tenant download
When using the tenant download, can funds be receipted automatically when the amount paid matches the arrears amount? At the moment, it rejects because it may not match the normal monthly rent as it's a part payment, and we have to receipt it manually
4 votes -
GST status of owner available on Creditor Invoice screen
It would be really helpful and benefit efficiency by being able to view the owner/landlord GST status on the Create Creditor Invoice screen when selecting tenancy invoice.
4 votes -
Ability to search a tenant invoice number for a tenant fee.
We need the ability to search a tenant invoice number for a tenant fee. We can only search the tenant fee status or name. Tenant invoices for tenant fees don't appear within the find tenancy invoice search option.
4 votes -
Sales Marketing & Charges
An issue with entering Marketing & Sundries fees is there is no capability of entering further information pertaining to the individual charge .... ie, date expense incurred. This would be useful if you for example have multiple newpaper adverts over a period of so many months. The Sellers want to know exactly when these charges occured, not when the charge was disbursed in Property Tree.
4 votes -
We need a 'pending approval' section for invoices like PME has.
If there is an option to put all bills processed into a 'pending approval' area then anyone ie assistant/receiptionist/accountant etc can enter the bills and the PM can just glance over them to check accuracy and that the work has been okayed by the owner and click approve. It would also mean that invoiced get a second look before being paid which would avoid a lot of mistakes and double ups.
4 votes -
lost management date
Have a separate lost management date.
we should be able to keep the authority end date as is and have a separate field for the lost management date4 votes -
Task attachment in Documents to show Task Summary text or Task Category text not "Category: Property Task"
An attachment dragged and dropped into a task (for example – an email, a PDF invoice, a document etc) is saving to the Documents Tab Notes column section in the following format ‘'Category: Property Task’. This is not descriptive at all and doesn’t shed any light on what is attached. Is there a way for them to save using the Task Summary wording or Task Category wording instead?
4 votes -
Creditors- remember last Creditor input until changed
When in Invoice Genius, we would like the system to remember to remember the last Creditor used eg Yarra Valley Water when inputting a large batch of Invoices. We are currently losing a great deal of time searching for the same creditor for every invoice.
4 votes -
Add button to select property when paying selected creditors
Please consider adding the option to select the property when paying selected creditors. It would make life easier as currently we need to go through all invoices entered although we only need to pay 3-4 (overdue) invoices for a specific creditor.
4 votes -
Owner Statement with tenant part payments
It would be great if you could design a statement that carries on the tenant/s part payments to the following statement. Our clients get very confused when they may receive more than usual on month & then less the following month & don't understand why.
4 votes -
bpay reference - show error if entering with spaces
Make the bpay reference field go red/error when entering references that have spaces. If you cant process the payment with spaces then the system should not allow spaces when entering the reference number.
4 votes
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