222 results found
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Agency fee part payments
Would love to see an option to prevent part payment of agency fees & instead hold funds until sufficient to pay the fee in full.
Would stop owners questioning multiple payments toward letting fees etc.17 votes -
Print Creditor Invoices with Owner Statement
When an Owner Statement is printed for those who still prefer this method, any invoices paid during the period should also be printed.
2 votes -
Allowing more than one tenant bank account to be set up for direct debit rental payments.
It would be helpful if we could have the option for more than one bank account to be configured for direct debit payments. E.g. if a couple each want to pay half the rent from there own accounts via direct debit.
8 votes -
Add button to select property when paying selected creditors
Please consider adding the option to select the property when paying selected creditors. It would make life easier as currently we need to go through all invoices entered although we only need to pay 3-4 (overdue) invoices for a specific creditor.
4 votes -
owner statement to allow for full month as per accounting periods
Would like the ability to set the statement date rather than on the day the statement is created, so a full month statement can be created. Currently if month end falls on a weekend the report is dated for the day the statement is generated.
As a example we would like to create an ownership statement for the 31st of the month so the statement period is from 1st - 31st of a month in line with accounting periods.
3 votes -
Statements to be available for bulk sending when processing payments only
When processing 'payments only' it would be good if there was an option to bulk send the statements to the owners/ creditors later on
3 votes -
Owner Statement with tenant part payments
It would be great if you could design a statement that carries on the tenant/s part payments to the following statement. Our clients get very confused when they may receive more than usual on month & then less the following month & don't understand why.
4 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.
5 votes -
Add Account Description Column in Find Transactions
Please can we add a account description column next to the account code column in "find transactions". It will make it easier to read exported Excel reports without having to do a vlookup function.
2 votes -
Ownership statement improvements for owners
Ownership statement template improvements
Template fields to include respective "Property Manager" for signing off.
Have one link to which consolidates both the ownership statements and creditor invoices – this “one click” consolidation into one document is an appreciated convenience for owners to have statements and supporting documents in one file.
2 votes -
rent receipts to company when tenant has no email
When the rent is receipted and the tenant has no email, then send the rent receipt to the company inbox so it can be printed and sent to the tenant - like how PT does this with Automated Communications.
2 votes -
Batch Payment Payee Description eg agency / bond/ owner/ creditors
Batch payments have a reference number and no payee description. Is it possible to have the payee group listed, rather than having to drill down on the transaction to identify if it is a creditor, agency, bond or owner payment. If it could list the batch payment payee that would be helpful and time saving.
1 vote -
Have bond increase calculate automatically
With the new feature where a bond increase can be added with a rent increase, its it possible to have Property Tree calculate what the increase is rather than relying on users calculating this leaving room for mistakes. This could be a pre-determined setting based on bond being equal to 4 weeks rent or whatever is set up for each account.
2 votes -
Save EOFY statements against Owner profile for owners that receive by post
Owners that receive correspondence by post don't have their EOFY statements saved against the owner profile anywhere for easy reproduction/ viewing. It would be great if they auto save in communications or documents when being created at end of year.
17 votes -
Bond Invoices
When entering in bond information, we should be able to send a bond invoice, like a rental invoice.
if not paid, it should also be noted on the invoices sent out to the tenant that it is due/overdue13 votes -
bpay reference - show error if entering with spaces
Make the bpay reference field go red/error when entering references that have spaces. If you cant process the payment with spaces then the system should not allow spaces when entering the reference number.
4 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.
29 votes -
Journal funds from owner to tenant
Much better if there will be feature where we can simply journal funds from owner going to tenant held funds.
6 votes -
Manual fees - show last charged date
We had an issue recently where a batch of manual fees were charged in consecutive months. It would be great if there was an alert when manually charging fees.
If PT could let you know the last date that the fee had been charged, so it could be checked and only charged if correct. Or even an alert if the fee has been charged in the last 6 months.
This would save time for us having to cancel & refund the fee but also the owner having to pay the fee and then wait for a refund.4 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.
7 votes
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