247 results found
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GST on Creditor Statements
On creditor statements, the GST amount paid to the creditor should show.
1 vote -
credit note descriptions for replacement invoices
It would be great if the reason and amounts of credits issued against invoices show on the ledger. E.g. when you write off a small balance owing on a water invoice, say $0.03. I put it in the reason for the credit, but the description doesn't show on the ledger, nor does the credit amount show separately.
2 votes -
Remove withheld funds when disbursing ownership
Would love the ability to be able to be able to remove / cancel any withheld funds no longer required in an ownership account when completing a bulk disbursement via "Pay Ownership" rather than having to go into individual ownership profiles to remove it.
3 votes -
We need to be able to create reoccurring monthly invoices for residential rent for companies paying for staff.
We have multiple tenancies were companies are paying the rent for staff and require invoices - can this option be added to the residential side where rent and dates can be carried forward without the deletion of manual invoices.
7 votes -
pay all creditors from owner card
A function enabling payment of all creditor invoices on an owner account in a single action, rather than requiring each invoice to be processed individually — particularly beneficial for owners with high volumes of invoices or making bulk payments to cover invoices.
2 votes -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
3 votes -
Landlord received monthly statement regardless they receive money or not
Landlord received monthly statement regardless they receive money or not. All owners expect statement at the end of the month, specially if they dont receive anything, they need to know why they dont receive anything.
2 votes -
Tenancy invoice - rent owing
When sending a tenancy invoice if there is rent outstanding it should a appear in a seperate section like a reminder
2 votes -
Hold funds to be allocated to nomitated creditors
e.g. If a rent is $1000pw we should be able to hold $200 (or 20%) for Council, then $250 (or 25%) to Strata, $100 (or 10%) to Water etc. or the named creditor the balance or % to the owner at the end of the month so when it comes time for invoice processing there will always be funds
2 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes -
Sales Ledger and Sales Marketing and Sundries Report
When generating a Sales Ledger and Sales Marketing and Sundries Report when processing EOM, the report is excessively long as it includes sales from previous years regardless of the accounting period (e.g. the month to be closed) being selected. These reports should only include sales included in the month that has been selected.
1 vote -
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
3 votes -
Invoice Automate – Ability to add notes to future invoices
Having the ability to add notes - used for internal use, such as instructions - to future invoices (e.g. if there are 2 water meters).
We’ll require this feature after an invoice has already been approved.
Currently, to add a note we need to create a dummy invoice with a dollar ($) value, then approve and delete it in PT before it is paid.
We need to be able to add something in the backend and ensure it is working for when the next invoice comes through.
2 votes -
Multiple Account Codes on a Creditor Invoice
Having the ability to add more than one account code to a Creditor Invoice.
For example, for creditors who are carrying out multiple jobs and providing one invoice. And the different jobs require different account codes (e.g. plumbing, tiling, electrical etc).
We currently have to upload the invoice as many times as a different account codes are required, and split the invoice amount.
Can there be an option to add a additional line items, with their own account code, so we don't have to split the invoice?
This feature already exists for Tenancy Invoices, but not for Creditor Invoices.
2 votes -
Enable creditor credits to be entered
When a creditor gives a refund (credit) against his original invoice.
It would be good to allow the credit to be entered against his previous invoice or on his ledger.
Even if it leaves a credit balance on the creditor.2 votes -
Option to issue statement / remittance advise for bpay creditors
Bpay creditors do not receive statement / remittance advise after payment. It will be good if we have the option of generating statement / advise to confirm the payment status. Real life example, we need to order a security key from Strata urgently, payment sent through bpay but Strata asked for a remittance advise which we are unable to provide.
12 votes -
Pay Creditor - Filter to Agent Portfolio
When processing creditor payments, open to filter to only see your Agent Portfolio invoices and not the entire company.
As PM's here at EARE, we process our own creditor payments and would be great to not have to unallocate everyone else to proceed.
1 vote -
That the renter/tenant receives a receipt when you create a tenancy credit
That the renter/tenant receives a receipt when you create a tenancy credit
2 votes -
2 votes
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Charge tenant fee by percentage
Would love the ability to charge a tenancy fee by percentage.
13 votes
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