30 results found
-
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.
-
Better Manage Rent Paid Significantly in Advance
Either a report, receipting alert or similar should be available to notify the agency of tenants paid several weeks in advance, to keep track of tenants paid significantly in advance, when this occurs over an extended period of time (and not in a bulk tenant payment where we would instead release the funds to the landlord periodically, being when rent is due).
E.g. a tenancy of 20 years is paid 3 months' in advance and funds have been released to the landlord as usual. This is problematic for payment of rates or if the tenancy ceases prior to the paid-to…
8 votesThis can be generated via The Tenancy Lease Dates report or via Business Insights. For Tenancy Lease Dates - Remove the lease dates and search, this gives you all tenancies, and then use the paid to date column to sort by ascending/descending (just click on the title of that column and it will sort for you) - this will bring those tenancies paid well in advance to the top of the list. If you cannot see the paid to date column use the 3 dots to the right of the report list and you can select it (and many others) to display. This particular report can be used for so many things as it can display all tenancies. For Business Insights, you can create your own reports - there is a free version of this feature and once a report is created it can be saved so you can view…
-
Search owners fees
It would be a terrific idea if we could have a search bar under the owners card to see when the last fee, EG: lease renewal fee, was charged to save having to manually look through owner ledgers.
1 voteRather than looking through the ledger, there is another way to find this information. Under the Financial Tab on the Owner, under Fees, there is a "View Fees" Button. This takes you to the Find Fee search with the owner already loaded. You can alter the dates or just select "All" it allows you to add a fee name to drill down to, or search all fees for that owner.
-
Owner Ledger reports
It appears that you have now restricted Owner Ledger reports to 1 year. This is very unhelpful. Please change back to unlimited date range
1 voteWhen producing an owner ledger you have the option to display the accounting period, date range (no limit) or complete history.
-
Attach the invoices from creditors to tenant invoices so they receive the original
when a tenant is invoiced for water or electricity use they only receive the invoice you create - the original creditor invoice is not attached - can we have this implemented so that it automatically attached to the created invoice when sending it to the tenant
2 votesThe original invoice attachment will send to the tenancy if you have the merge field within the Tenant Invoice Template. To check this, go to Configuration > Automated Communications > Go to the Tenant Invoice one, and click edit. In here is a merge field called {Link to Creditor Invoices}. This needs to be within your template to insert the original creditor invoice to send to the tenancy.
-
have another line added to invoice for water usage & service charge separately
have another line added to invoice for water usage & service charge separately entered at the same time along with the tenant usage
2 votesCurrently available when using Create Tenancy Invoice. This allows you to add additional line items to the invoice.
-
Ability to open a closed reconciled period/re-generate reports
After a period is reconciled, we are unable to open the period once it is closed. This means we are unable to generate/download reconciled/unreconciled reports for any reconciling that has occurred in the past. It would be helpful to have the option to view a past reconciled period as a read only (at the least) for reference and to download past reports if this has been forgotten.
2 votesYou can re-open a period and can also regenerate the reconciliation reports (reconciled/unreconciled) under trust and reports - they will default to the current period however can be selected for any closed period
-
Change Credit Card Payments
We use our trust account for both holiday rentals and permanent rentals. The issue is- when we receipt a credit card payment and select credit card (which we must do according to auditor), because of the way the receipting works for credit cards, we cant reconcile the transaction until the next day even though it's hit our account already. This means if we get a credit card payment before End of Month, we have to put an adjustment in every time which is not very great for auditing reasons.
Would be great if there could be a way to tick…1 voteA banking deposit can be created just for credit card transactions so that the transaction(s) appear to reconcile. The create bank deposit can be done at any time and multiple times throughout the day if needed.
-
Unpaid creditor invoices and withheld funds for invoices to show on ownership statements so owners can see unpaid Invoices
It would be great if we can get unpaid creditor invoices on the ownership statements that show withheld funds and what they are for so the owner can see why the funds are withheld from them.
11 votesWithheld funds and outstanding invoices/fees do appear on owner statements when they are due within 30 days. If wanting to adjust this timeframe, there is a current suggestion for this that we are monitoring.
-
Rent Receipting
Where there is more than 1 person on the lease it would be good if we could receipt the rent paid to each person. It would be more transparent and when they question why they are in arrears it would be easier to track back to see who has not paid their share of the rent.
1 voteWhen selecting a contact during receipting the contact name displays on the tenant ledger as the payee.
- Don't see your idea?