185 results found
-
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
7 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
I&E Reports - Property per page
Would be nice to have a page per property for I&E Reports for ownership profiles with multiple properties.
1 vote -
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at to enable you to balance. At the moment it is just in date order
14 votes -
Reimbursing/Compensating Tenants
Rather than entering a tenant as a creditor to refund/reimburse/compensate them, it would be good to have an area in their existing profile to just enter EFT details and then an "action" under the 3 dots on their profile to disburse them funds from the owner. The current process does not reflect on the tenants ledger that the reimbursement took place at all, and by adding new creditors, we then have to go in and archive them all...
If entering a Tenant Credit for rent to compensate the tenant, it doesn't reflect against the owner as an expense/debit, and the…16 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes -
New Tenant Water Invoice
Add a Water invoice for tenants where we can add a water reading into the tenancy invoice and have that new water reading update against the reading information stored on the tenant profile. This information should then populate against the new water invoice that is entered against this tenant
28 votes -
Auto receipts to be sent to ownership when they make a contribution ( eg deposits for repairs )
It should be a requirement to provide an owner with a receipt if they make a deposit to the trust account. This should occur automatically.
Everyone else gets an invoice emailed but not the ownership8 votes -
Create credit for future invoices (residential)
Currently, credits can only be applied to rent or existing invoices.
If a tenant receives an incorrect invoice and has paid it already, it would be ideal to be able to apply the credit to future invoices to make up for the over payment.9 votes -
Ability to change when to withhold funds for invoices
Currently owner funds are withheld for payments due in the next 30 days, we'd like the ability to change this to make it shorter based on our business requirements for instance only withhold funds for payments due in the next 15 days.
8 votes -
Print from invoice genius
The ability to print from invoice genius. As we get downloaded from places like water corp etc. Sometimes there is a zero balance, you cant print it out straight from invoice genius. We have to log back into water corp and download again.
We get 200 - 300 invoices a month, they get flicked to the pms but it may be a day or two before they process. It would just be nice to be able to print straight from the queue8 votes -
Unpaid tenant invoices on Owner Statement
Our office procedure for outgoings (water use etc) is Owners are to initially pay creditors invoice and then are reimbursed from tenants when they pay their invoice. Can the tenant invoice show on the monthly Owner Statement even if it has not been paid? I have had a few Owners call me wanting to know why the tenant hadn't been charged (they had, but had not paid by EOM.) This used to show on REST statements and at least the Owners could see that the funds were coming. Thanks.
12 votes -
Easier transparency on who applies payment withhold
Understand this can be seen if you go into the information audit.
It would be great if there were a better way to display this in future - on the profile. like how a note shows when it was put there.2 votes -
See tenant paid to dates and arrears while receipting
When you entered a receipt into Rest, you could see where the tenants would now be paid to and also what remaining arrears there were left to pay. In PropertyTree you can't see this unless you open the receipt again after it's confirmed.
24 votes -
Instalment feature for creditor invoices using Invoice Genius
When you upload an invoice into Invoice Genius that has instalments, it would be great if you are able to tick a box if you want to do instalments and then be able to enter the amounts and dates due for each instalment instead of either downloading the file and renaming for each instalment or manually entering for each.
9 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
8 votes -
Owners on hold to withhold payment to creditors
When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.
21 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
5 votes -
EOFY statements total the cost for each expense.
Currently, GST separate which is good however many accountants have asked for a total
2 votes -
Better explain part payments to owners on statements
Owners have trouble understanding a part payment being paid to them in advance of a full weeks rent currently showing with the paid to and effective dates, so if a tenant pays the old rent amount or rent in advance it is confusing when they receive this money, always months later this is queried.
Could this show on the statement clearly with part payment towards the effective date has been paid to to the owner7 votesPlease pop a comment on any ideas you have to better explain this to your owners
- Don't see your idea?