Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
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Amy Dudley commented
Any progress on this?
Issues like this, along with other user suggestions, have been raised since 2022, yet no meaningful improvements appear to have been made to Invoice Genius. The accounting function is a critical part of property management, and from our perspective there has been very little progress in improving this area of PropertyTree.
It is disappointing that the apparent solution is to use PropTech now that MRI owns it, particularly when this comes at an additional cost. Before upselling add-on products, PropertyTree should be able to support the basic day-to-day functions required to manage properties properly.
Can you please address this in PropertyTree so that pinned notes are visible in Invoice Genius and staff can complete basic tasks without unnecessary manual workarounds?
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Mary Cham Choum
commented
This is very important - would love to see pinned notes on a Property and a Creditor!!
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Stacey Bennett
commented
This would be great - i have an owner who only lets us pay water consumption and she pays the rest herself. Note is on property and owner card btut when i was on leave the temp covering for me entered and paid an invoice and my owner is very upset
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Haley Rapp
commented
Can we have an update on this suggestion?
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CDL Solutions
commented
As commercial tenants can have so many different stipulations as to how outgoings are charged to them, if at all, we have set up notes pinned to Tenancy Invoice on each commercial tenant, but these notes don't appear anywhere in Invoice Genius, so we have to have a whole different invoice entry process for commercial invoices to make sure we can check the notes. It would be great if the pinned notes appeared in Invoice Genius so we can enter these invoices correctly without having to follow a different process.
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Fiona commented
For example: invoice to be paid from two properties – including tenancy invoicing notes e.g., 50% council rates charged as outgoings to tenant.
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Karen Carter commented
I agree with above comments