207 results found
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tenant ledger
When you have money moving in and out of the Held for Tenancy area the tenant ledger balance totals are incorrect. i.e recently I had a tenant vacate and we had to refund them an amount of money for overpaid rent (routed through tenancy held funds) and now the running balance on the ledger is incorrect. Can this please be fixed?
2 votes -
Upgrade the Income and Expenditure Statement
We charge $110 for the income and expenditure report, however the email the owners recieve looks basic, can we make this look better, considering this is a major one off fee we change to the owner to recieve this email and report.
2 votes -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
5 votes -
centrepay for tenant download
Option to import centrepay file into property tree for tenant downloads.
5 votes -
Calculate Rent to the Day
It would be much easier for tenants to understand their receipts and ledgers if rent was calculated to the day.
It would reduce large part payments and the confusion that most tenants have regarding this especially when looking at their receipts.
11 votes -
Agency Statement improvements
1) Would love to be able to pay Sales Commission/Fees separate to creating agency statement
*Issue currently facing is that if a property settles before end of month and funds are disbursed and we pay agency it will create statement (which is a clearing statment)
*When we then do EOM the period is for example 25/3/24 - 28/3/24 - Not providing one statement for full period
*Feels all agency statements should be from first day of month to last day of month
*Cannot create a statement for a specific date range
3 votes -
Ability to re-print bank reconciliation reports from previous dates
Ability to re-print bank reconciliation reports from previous dates within the same period
7 votes -
Automated Invoice Reminders
You can only send an automated reminder for invoices once it's in arrears, suggest having a days' before option so 7 days before it's due, tenant gets an email reminder.
18 votes -
tenancy effective paid to date on ownership ledger
tenancy effective paid to date on ownership ledger - for many reasons, its important that an owner can see this on their ownership statement. currently you can only retrieve this information from owners remittance or tenant ledger. just more work exporting and trying to explain it.
3 votes -
Rent Increases & Payment Cycles
Previously in REST when entering a rent increase that didn't line up with the tenant's existing payment cycle there would be an option to raise an invoice for the difference in the rent increase for the period between the rent increase effective date and the tenant's next payment cycle. This would mean the tenant's payment cycle isn't impacted and the owner doesn't have to wait till the next payment cycle for the increase to come into effect.
So some tenants paying monthly it could mean the owner is having to wait an additional 30 days if the rent increase is…
12 votes -
Water usage invoice restrict entry when tenant water usage set to No
In Invoice Genius and/or when entering water invoices, disable the ability to enter tenancy water usage if the tenancy has NO to water usage entered on the tenancy card. Currently, even though through Invoice Genius, you can see that it says NO if a tenant is not to pay water usage, however the system still allows for the usage invoice to be entered.
2 votes -
Summary of payments made to an invoice
Can we please have a list of payments made towards an invoice show on the tenancy invoice screen? This would make it easy to see when the last time a payment was made as well as how often payments are being made.
2 votes -
Owner preference - Income & Expenditure Statements
Regarding the Income and Expenditure Statement, the owner listed the items required by the ATO. They would prefer to not have the statement show information that would come from another party (ie bank/broker).
Example - Total capital allowances & Total legal fees
They suggest that PT produce subheadings that align with the ATO fields and group the expenses into the subheadings. For example;
Total Repairs
- Air Conditioning
- Fire Protection
- General Repairs and MaintenanceTotal Agent Fees
- Income and Expenditure Fee
- Residential Management Fee
- Administration FeeTotal Body Corporate Fees
- Strata - Admin /…11 votes -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
3 votes -
Bank Deposit Sheet to display individual receipts
While the Bank Deposit page in Property Tree displays the individual receipts created (e.g. cash receipts), the Bank Deposit Sheet doesn’t. It only displays the total amount.
The Bank Deposit Sheet (is often stamped by the bank and) is kept for record/audit purposes.
Having individual receipts listed would provide transparency on each transaction.
9 votes -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
2 votes -
create owner invoice for payment
Ii would like to be able to create an invoice for the owners to pay for things like advertising or other charges that they may wish to pay direct rather than from the rent. Similar to a tenant invoice or commercial rent invoice but for the owner.
110 votes -
EOFY Report - Longer than 12 month period
That it has a option for longer then 12 months so that owners that live overseas that need diffrent time periods that are for example as 13 months as the dates are within same month for the country they reside in
2 votes -
show unpaid tenant invoices on the tenant screen
On the main screen for tenants there should be a way to see any outstanding invoices, arrears do show but it should show all unpaid invoices sent to the tenant
5 votes
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