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Bond Top Up Workflow

Ability to enter an increase to bonds like we do when entering a rent increase to the rent schedule, and this would need a due date.

The due date could trigger an auto comms to send that the bond top up of X is due to be paid, and auto comms could be set to send X days ahead.

This way, the original bond details remain (what was required at the time of commencement) and would track all bond top ups as rents are increased during the tenancy.

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AdminAngela Sutton (Admin, MRI Software) shared this idea  ·   ·  Report…  ·  Admin →

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  • Tash Williams commented  ·   ·  Report

    If there could be an account you can link it too the bond so you can send an invoice and leave it in there until paid would be great.
    Currently I need to create invoice, delete so it doesnt receipt to the invoice and get paid out to owner, make a calendar note as the alerts only go to the property manager and then follow them up when they havent paid. If the bond account when selected for the invoice receipts it straight to the bond that way we can just process the bond payment and there is no chance these payments accidentially get paid out to the owner or missed

  • Lisa Barry commented  ·   ·  Report

    this is a great idea. almost impossible to stay on top of bond top-ups and reminding tenants when it is due without having to create an alert for every single increase and bond top up, and physically contacting the tenants to remind them, very time consuming and messy. I have been making a note on tenancy profile, entering an alert to myself for the due date to follow up, and selecting "pin to tenancy receipt" however this does not actually pin the note to the tenants receipt, only shows the banner on our end when receipting funds.

  • Amanda Griffin commented  ·   ·  Report

    When entering a rent increase there should be an option to trigger a bond top up amount invoice / email with due date that is issued to tenants at the same time, you should be able to edit the due dates and letter content.

    It would also be handy to have a work flow for when they are due to be paid so it is easy to follow up with auto communication triggers etc.

  • Tracy Tan commented  ·   ·  Report

    Great idea. Need this. On the same issue, would be great if there was a way to communicate with tenants to invoice and pay the bond

  • AdminAngela Sutton (Admin, MRI Software) commented  ·   ·  Report

    When a rent increase is entered, with an increase to the tenants bond required, there is no way to communicate this to the tenant unless manually entering in each increase amount (which means sending individual communications to each tenant). This needs to be more streamlined

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