29 results found
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Invoice Fee displayed on active Tenancy Invoices. Option to Cancel fee on Invoice
It would be great to display on an active tenancy invoice if any fees are being charged, and the option to cancel / “X” the fee
Similar to the display when the tenancy invocie is being created. Currently, you would have to cancel the invoice to correct it, or charge the manual fee.10 votesYou can cancel any property fees that were charged under the Find Fees option (or navigate via the Property Profile via Financials > View Fees).
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Who Paid It?! Receipt info
Two or more tenants listed in a property. They split the rent. You can see who paid it in the trust account statement, but when you receipt the funds and specify who paid the rent when creating the receipt (under the reference tab) that reference is never to be seen again.
No more I say! Let's get the reference that we spend our time writing up every, single time, to appear on both the rental ledger, and the receipt itself that is sent to the tenants. This way we aren't left debating with a tenant because the rent is behind…4 votesWhen receipting you can select which contact has paid (or manually enter a contact name). This information appears on both the rental ledger and the receipt.
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Ability to Link a paid invoice to maintenance job.
Ability to Link a paid invoice to maintenance job. In trying to close off old maintenance jobs, it would be good to be able to link the paid invoice and close the job.
2 votesYou can link the maintenance job to the paid invoice via Find Creditor Invoice. On the invoice, you can select to link the maintenance and complete the job at the same time.
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Adding property address to subject line - ownership statements
We have a few owners that are requesting the subject line to be changed for Ownerships statements. These owners have multiple properties and find it frustrating to have to search each email to find the statement they are looking for. Could we please look at adding the property address into the subject line, so that owners can see at a glance what property the statement pertains to?
5 votesThanks for your feedback. You can have the Property Address(es) appear in the subject line of the Ownership Statement email. To do this, go to Configuration > Automated Communications > Accounts and select to edit the Ownership Statement email template. Ensure the cursor is in the subject line and then select the Property Address merge field. If you require further assistance with this, please reach out to our superstar support team.
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Turn off Sending PDF Copies of Original Invoices to Tenants
With the 'New Release' that occurred in September we have since had several tenants question who they are to be paying funds to when we send them invoices, now that they are always also sent a copy of the original PDF (ie. Water Corporation Invoices).
The ability for individual agencies to turn off/on this "feature" would be imperative to ensure monies are paid to the correct persons where required.1 voteYou can choose whether a copy of the original creditor invoice is sent with the Tenancy Invoice under Configuration > Automated Communications > Tenancy Invoice. Edit the template and there is a checkbox option.
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Auto lease renewal Fee
Trigger for auto lease renewal happens when ANY edit to the lease start or end date is done. This is WRONG. There MUST be a pop up for the user to confirm "Do you want to charge a lease renewal fee". This is a serious flaw in the program and must be looked at.
2 votesThere is a pop up each time the lease dates are altered with the option to remove the fee and continue. The only time this should be charging outside of this is via third party integrations where these dates are changed.
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adding property address on statement subject line
We have a few owners that are requesting the subject line to be changed for Ownerships statements. These owners have multiple properties and find it frustrating to have to search each email to find the statement they are looking for. Could we please look at adding the property address into the subject line, so that owners can see at a glance what property the statement pertains to?
4 votesYou can add the property address to the Ownership Statement template under configuration > automated communications. Edit the Ownership Statement template. Pop your cursor where you want the merge field to be in the subject line and then select the merge field in the list. Note - if the merge fields appear greyed out, pop your cursor in the body of the email template first, then into the subject line.
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A feature to enter water meter reads at the beginning of tenancy and at the end of tenancy to assist with invoicing as this is currently don
Having a feature where we can enter the initial meter reads for new tenancies and final meter reads for vacating tenancies to assist with Invoice automate to correctly bill usage especially when new and ending tenancies fall between billing periods. Currently manually calculating and billing the new tenancies for first water usage (and final water) and Invoice Automate seems to be billing on an average estimate from start date of tenancy and not according to actual usage.
4 votesThe consumption tab on the Property can be used for this information. Once you have entered the Water Meter, it allows you record as many different readings to that same meter for you to refer to. You could choose to use it just for the start/end of a Tenancy (the tenancy name can be reflected in the description).
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sub total
Ownership Statement Sub Total Font Colour unable to read. Owner feedback that the sub total appears in white and the contrast is not enough to clearly see the figures on multiple devices including laptop.
1 voteYou can change the Owner Statement branding, including the font colour under Configuration > Company Branding > Ownership Statements
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Email multiple contacts on profile Receipts
Ability to select multiple contacts on a profile to receive a copy of a receipt rather than it being the preference email only
1 voteYou can add multiple contacts against your property management profiles - for the tenancies, any contacts can be selected to receive auto receipts and invoices too.
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Be able to change the rent frequency! When a tenant wished to change from weekly to monthly etc.
You are unable to change the rent frequency when a tenant wishes to change from weekly to monthly for example. At renewal of the lease - it would be better if that change can be made to allow for the ledger to reflect correctly.
1 voteTo change the frequency you can add a rent change to alter the rent from weekly to monthly. This then records the tenant had requested this change and the date that it took affect
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1 vote
Pinned Notes can be added that will appear on the Profile, as well as when entering an invoice, to flag whether you do not pay invoices on behalf of the owner.
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Produce owner stmts for all owners every month
If an owner is not paid out during the month a stmt is not produced. This is an issue as we have owners we permanently hold large amounts for so they are not getting stmts for months on end. A statement needs to be produced if there are transactions in the month not if an owner is paid out or not.
1 voteEven when an owner has $0 to pay PropertyTree will send a statement, depending on the option selected. The default selection is Ownerships with funds or transactions - which would include those owners with withheld funds that are not due a payment at this time.
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Feature to send an invoice to the tenants automatically as set by the user
Automatic invoicing will help the user to set an invoice including the amount, the date when the invoice will be sent initially, and the end date of the invoice.
This will help the user not miss charging the same invoice amount again and again in Property Tree.
1 voteUnder managements, Create Recurring Tenancy Invoice allows you to set a recurring schedule - when the first invoice is set, how often it will occur, and to end after X amount of invoices or an end date.
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Rent Increase Due Dates
A lot of rent increases occur part way during the week. REST used to commence the increased rent at the beginning of the next week and automatically create an invoice for the old/new rent difference.
This would save a lot of these part payments that are continually happening in P/T and they are very hard to explain to tenants.1 voteWhen adding a rent change, the rent anniversary of the Tenancy is highlighted in yellow to allow you to select the correct date you wish the rent to change (whether in line with their current rent anniversary or another date)
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tenant invoice copy
The tenant to receive the invoice copy along with the owner.
E.g at the moment you can enter a creditor invoice under the property and choose to invoice the tenant at the same time, BUT the invoice copy goes to the owner and not to the tenant.
We have to enter owner water bills and then individually charge the tenants to attach the invoice. This would save so much time!!1 voteAs long as the "Link Creditor Invoice" merge field is in the Tenancy Invoice email template, they will receive the uploaded Creditor Invoice. The Tenancy Invoice email Template is found under Automated Communications > Accounts.
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Arrears Notices showing TOTAL rent in arrears.
FIELD FOR TOTAL RENT ARREARS. NOT JUST ARREARS FOR THE PERIOD.
1 voteThere are two options/two mail merge fields for the rent arrears calculation - period or effective arrears, depending on what you wish to communicate. This is for letters, emails and automated communications (and soon to be SMS as we introduce SMS templates and SMS Mail Merge)
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Allocate tenant credit to invoice when entering a new account
Be able to allocate a tenant held credit to an invoice when entering a new account and prior to issuing to a tenant
1 voteYou can allocate held funds to a tenancy invoice prior to it being generated. Depending on how you are entering the invoice, there will either be a checkbox or toggle that will then open up a new field for you to enter how much you'd like to allocate. The invoice sent to the tenant will show the invoice amount, the amount allocated and balance remaining (whether $0 or still a balance to pay).
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Tenant Refund Bank Details
Currently the system requests us to create a creditor profile to refund tenant overpaid rent.
Can property tree set up a tenant bank details functions in tenancy profile?
2 votesYou can process a refund of overpaid rent from the Tenancy Profile. under the actions menu select Create Refund. Select Rent, add the amount and tenancy bank account details. You can find more information here https://propertytree.elevio.help/en/articles/92992. Thanks, Ange - Product team
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Assign Receipt
Add Creditor on Assign Receipt under the Unknown Funds.
1 voteCreditors do not have the ability to hold funds that are not to do with a creditor invoice. When money is returned to the agency perhaps for a double payment, overpayment, or incorrect invoice payment, there is process to correct the mistake to ensure that it is recorded correctly against the Property/Ownership that the invoice related to. Please refer to the helpful knowledgebase articles or contact support for assistance.
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