69 results found
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show Net amount on Tenancy Invoice
For those businesses that have automated Invoicing approval and processing systems show NET amount ex GST, GST Amount and Gross Amount individually on invoice not just the GST and Gross Amount
5 votes -
Commercial Invoices - Management Fees
We need to be able to charge management fees on commercial tenant invoices, example pro rata rent increase invoices - like we could in REST - currently very manual & time consuming
32 votes -
Ability to split creditor invoicing
The option also to split a creditor invoice example – rates might be under one “property” but needs to be charged across three other tenancies and property addresses (this is abit more technical but does happen) and then mean manually need to invoice each tenant but a flag or pop up at the time would be great
10 votes -
Commercial Tenancy Details - need a field for Business name or Trading as
Require a field to have the Business name or Trading as.
This is often different to the Company name (Lease name)29 votes -
Commercial Tenants paying Management Fee
• ability to charge Commercial Tenants any Fees, such as Management Fees that are 100% payable by tenants
• and have those fees recorded on Agency Income reports and stats
• the invoice date & due date are also very important, with a proper Tenancy Invoice Due Date, NOT “Tenancy Invoice Due Date ## Days” after issue – this formula does not work – not even with the current PT Recurring Creditor InvoiceCurrently,
• to charge such fees we need to create one-off invoices (because recurring invoices doesn’t work for this scenario). However, this is still not a solution,…21 votes -
Remove or have a way of removing notation from top of Commercial Invoice
Need to be able to amend/remove the notation at the top of a Commercial Invoice that indicates that it is an 'amended' tax invoice. We have a number of commercial tenancies that are receiving a 'credit' and as soon as this is applied, it creates a new invoice (which is great) but then adds this note to the top left of the invoice - which will only create mass confusion with our commercial tenancies.
4 votes -
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
21 votes -
variable outgoings reconciliation tool
Great to see and hear of the new features for commercial - would be great to have access to a variable outgoings reconciliation tool for commercial within PT
27 votes -
Due date calculator
A due date calculator for AP invoices would make my day! Something similar to the rental calculator (converts pm to annual and per day etc), where the calendar pops up for due date, perhaps it could include a calculator for 14 days from this date, 30 days from this date etc. Fairly minor improvement but it could help with time.
5 votes -
Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance
Currently we cannot input budgets into property tree, we can only print out income an expense reports which means we have to manually do a spreadsheet to follow budget actual v projected.
7 votes -
Recording Sales and calculating occupancy costs
Allow Property Tree to record monthly reported sales from tenants to understand occupancy costs, determine if percentage rent is payable and create meaningful tenancy schedules.
1 vote -
automatically feed if owner is registered for GST when invoicing tenant
Have a feed or synch when entering a creditor invoice as you are invoicing the tenant it feeds if they pay gst and GST needs to be added on top of rate instalment (that does not include gst but we need to charge if LL is registered) we are having to manually check each time very time consuming
9 votes -
Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.
Ledger for Commercial Properties showing receipts only, not invoices & receipts.
8 votes -
Commercial Tenancy Ledgers to show credits
It would be highly beneficial for commercial tenancy ledgers to show a notation whenever credits are added to a tenancy via replacement invoice. At present, the only notation available is the replacement invoice and the reason does not show in the same way that it does on a residential ledger. Whilst the reason is visible within Property Tree on the receipting screen, this is not helpful when providing a ledger to a tenancy or reviewing a ledger in general.
37 votes -
Money In and Money Out totals
"Total Money in less Total Money out = Disbursed funds" to be added to owners statement emails or to the bottom of statements. Income and expenses are over 2 sections of the invoice and are required to be totaled.
3 votes -
Journal entries
We really need to be able to put journal entries through for accounts that may have been miscoded or correct a gst error on an invoice paid.
5 votes -
To have auto reminder emails & sms for commercial tenants' insurance policy due
It would be helpful if 3 months before a tenant's insurance policy is due to expire and email and sms could go out automatically to the tenant for the reminder.
10 votesHi Bruna, thanks for your suggestion. Where are you currently entering information for tenant insurance in Property Tree? Thanks, Ange - Product team
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Add payment cycle of bi-monthly for tenant rental invoices
Add payment cycle of bi-monthly for tenant rental invoices
2 votes -
COMMERCIAL Need a "trading as" field in Contact info for postage purposes etc
"trading as" field in Contact info for postage purposes, and tenancy profile searches etc
11 votes -
Recent transactions - display paid date not the entered date
Under the Tenancy preview, financial tab / Recent Transaction please change the date that appears on this screen to the date the invoice was paid not the date entered. We dont need to know when entered but if tracking payment history need to see what date they paid. Sometime not the same if a weekend between entering.
2 votes
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