232 results found
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Owner's Held Funds - specific which invoice funds are held funds
The ability to specify the creditor/creditors for which the owner's held funds is for. So that when an amount is specifically held for a specific invoice, it doesn't allow that money to be used to pay other invoices that may be receive earlier than that specific invoice.
4 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
8 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
33 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.
12 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 queue10 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…18 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 owner10 votesPlease pop a comment on any ideas you have to better explain this to your owners
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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.
27 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.
14 votes -
Show Held Funds balance on receipts
Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.
5 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 -
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 -
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 -
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.
6 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?
9 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.
24 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 -
Break down of options for charging inspection fee in automation
We would like to see automation for ingoing report fee, inspection fee and outgoing report fee
5 votes -
Owner statements (last payment)
On the ownership window, the last payment should reflect the "last payment" made, even if its $0.00. At the moment, it gets a little confusing because it shows last payment (this could be from a month before) and last statement being the latest statement. I.e an owner didn't have enough money to pay all outstanding bills so this months payment was $0.00. On the ownership window, it doesn't show $0.00. It shows their last payment from the month before.
4 votes -
Enable the ability to edit BPAY Reference Number
Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products
4 votes
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