210 results found
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Paying selected creditors (and not all) has no option to show by certain due dates
When paying selected creditors (and not all) apparently it will pay ALL outstanding creditors irrespective of due dates. Which means entered instalments for Council rates will not work. This needs fixing as we are a large agency and need to pay statutory rates and taxes weekly - not all creditors - just statutory rates and taxes.
2 votes -
Sort ‘No Payment Info’ on Ownership Payment screen
On the Pay Ownership screen:
It would be great to have the ability to sort the column of ‘PAY AMOUNT’ in order, so all the owner's with missing payment details (displayed as ‘No Payment Info’) are grouped together for easy identification.
Currently, they are not always listed/sorted in order.
It's not very user friendly having to export the grid as a CSV, set filters to sort and identify any missing payment info.12 votes -
Improve payment percentage split to landlords for unusual percentages
Currently when an ownership profile and bank details are set up, Property Tree does not allow for unusual percentage distributions to owners when there are multiple owners.
For example, if there are 3 owners with equal ownership of the property and each has different bank account details.
Currently Property Tree accommodates 2 decimal places.
- Owner 1 - 33.33%
- Owner 2 - 33.33%
- Owner 3 - 33.34%
Total 100%The problem with this is that certain Trust set ups do not allow for this inaccurate percentage distribution.
This 0.01% difference makes a difference especially when there is a…
9 votes -
List the tenants ORIGINAL lease start date when adding a tenancy invoice when creating a creditor invoice - helpful for water usage
List the tenants ORIGINAL lease start date when adding a tenancy invoice when creating a creditor invoice - helpful for water usage
5 votes -
Say property address on landlord bank statement
We have multi owners who just see that they have received a payment in their bank statement. Several have asked if the property address can appear there so they know which one the payment is for. It is not currently possible to configure this.
3 votes -
6 votes
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Alert to toolbar for Invoice Genius Items
It would be great to have an alert on the tool bar that tells you when you have items in invoice genius, important for when you don't use it every day and someone is trying to communicate with you.
2 votes -
Water Usage Meter Readings
Ability to have water meter readings automatically updated on the property profile when processing water usage tenancy invoices through Invoice Genius.
Invoice Genius can process water usage from eBills with the tenancy invoice description reflecting the meter readings. However, this does not currently feed through and update on the water usage section of the property profile. This should be automated where the meter readings are updated on the property profile once the water usage is invoiced.
115 votes -
Increase invoice field description to be longer than string with a maximum length of 255.
Increase invoice field description to be longer than string with a maximum length of 255. Alternatively add a message with clear instructions automatically limiting their character limit.
5 votes -
I & E Statement from Owner Profile
It would be ideal if we could create an I & E statement from the ownership - actions as one offs. Currently you need to go to create I & E and cannot select one owner until you have searched all owners.
Ownerships that end during the year due to sales or family returning to property, need these statements sometimes early or I like to create them when archiving the property and then its done and finalised.4 votes -
Improve invoice genius upload time
Taking so long to upload to invoices, sometimes 5mins per document which is time consuming
2 votes -
Invoice for Residential Rent
We need to be able to invoice for residential rent, like commercial. We have a lot of businesses that pay rent for their employees and this is a very manual process
157 votesWe're pleased to advise that as part of the Tenancy Statement work to show outstanding invoices, we have included the ability to produce a statement for rent due to a chosen date. This can be produced for rent only, rent and invoices, or invoices only.
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accommodate for international bank transfers
In PT you can only edit the Owner's contact payment information to either EFT or Cheque.
The EFT method requires AU specific account details which for any Owner with an international account is impossible to provide.
As a workaround, our accounts team set the method to Cheque as it is the only alternative in this scenario, of course, they do not process the payment by Cheque.
Owners not happy with this as not accurate for their financials and reporting
2 votes -
Placing invoices on hold
Putting invoices on hold - there should be and a way to hold an invoice and to pay in certain ways
- Hold to pay when funds available
- Pay on DD/MM/YYYY
- Hold till processed to pay
Additional option to hold funds or not
This holds the specific invoice and a reports can be done for all invoices on hold, or by section/staff member
6 votes -
Creditor Invoice - Character Limit for descriptions
Would be great to not have a character limit when generating a creditor invoice
This will help with not having to adjust the contractors description at all.
10 votes -
Putting a button shading on the cancel receipt button - I wasted your support girls time due to not knowing it was a button.
When cancelling a receipt there is no actual button shading over the "Cancel Receipt" - I didn't think it was a button - I just thought it was greyed out and therefore couldn't be used.
2 votes -
Invoice Fee Charged - refer to invoice it relates
When an invoice fee is charged, the invoice is referred to on an owners statements
2 votes -
Income & Expenditure Statements
Income & Expenditure Statements should be reformatted to be GST inclusive when showing expenses. Currently, e.g. 'Electrical' shows expense + GST on the next line. With only the total expense figure being GST inclusive.
EOM Statements show an expense as GST inclusive in the 'Money Out' column with the GST paid showed in the 'Expense' column e.g. Garden Maintenance (GST paid: $***)5 votes -
Sort Order of Properties on Owner Statements
For Ownerships that have multiple properties on one statement, the properties should be sorted in a logical order. At the moment, they are not in numerical order by way of Unit number. There should be an ability to set the order by Unit Number or an order of your choosing.
32 votes -
To be able to print or pdf outstanding ownership invoices
It would be handy to be able to print off or pdf an Owner's outstanding creditor invoice that are entered into Property Tree so it can be forwarded/mailed to them.
4 votes
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