202 results found
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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.
33 votes -
Creating a tenancy credit - show this on ledger rather than cancel and reissue new invoice
Details in ledger to show credit details against an invoice rather than just showing reversal of original invoice and then same details with a lower amount owing on invoice. e.g. Original painter's invoice - less credit given by owner for compensation
7 votes -
Management fee to start 4 months time
Currently if we offer 2 months free management fees to clients, there are no way in Property Tree such that the management fees will be charged after 2 months time.
For now, we have to remember to do this in 2 months time.
Maybe Management Fee option can be enhanced such that the trigger can happen after a certain date.
4 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 -
Authorised Creditors / Settlement - Retaining Customer Reference Numbers - Remove on Settlement
We have recently found that on settlement, property authorised creditor reference numbers are remembered. Sadly at present the only solution is to delete references on the new management to prevent incorrect payment to the wrong BPay/Invoice Reference Details. - My Suggestion would be to remove references automatically on settlement to prevent accidental payment to the previous owners CRN for their respective creditors and this would then prompt for new CRN's to be entered for the new management after settlement.
It would also be good to see a tick option added to Invoice Genuis so that the reference can either be…
4 votes -
Information that displays on Tenant Receipts
Have the ability to customize a tenant's receipt.
Rent paid to and from dates on tenant receipts are confusing tenants, it should have rent paid from {date} to {date} with part payment {$amount} effective paid to {date} like the tenants ledgers.6 votes -
Bulk Upload of BPayments with Suncorp Bank
Suncorp doesnt currently have a bulk BPayment facility with PT and since they have advised they will no longer be issuing Cheques as from Next year this is something that needs to be integrated ASAP as I don't want to be manually doing bulk BPayments
3 votes -
Quick Disbursement
There should be a way to pay someone from owner funds as a quick disbursement without having to create them as a creditor, create an invoice and then pay 1 invoice only to have to archive them as a creditor?
14 votes -
Creditor invoicing - allow for multiple charges in one invoice
create another line in the creditor invoicing so we can enter both the service & usage charge in one entry as well as being able to invoice the tenant portion
10 votes -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
2 votes -
Unknown funds - BPay
Would be great to have BPay as an option when paying out unknown funds - currently there is only EFT and cheque.
3 votes -
Rent amount breakdown display on ownership statement
If tenant is paying monthly rent, is there a way that the weekly and monthly rent can be displayed on ownership statements for the tenancy?
4 votes -
Create Receipt screen to display the Rent Increase under "Allocate Funds To" section with the New Amount
Can the Create Receipt screen be improved so that the New Rent amount is reflected in the "Allocate Funds To" section (in addition to where it's currently showing at the top of the screen)?
Suppose the Rent Increase has been added into the Rent Schedule already a few months back and the New Rent amount was $400/week effective from 16/03/2023. Now let's say for example the tenant's Paid to Date is 15/03/2023 with $0 Part Payment and their previous old rate of rent was $360/week.
So when you go to the Create Receipt screen and enter the next rent payment…13 votes -
Different colour bars when receipt rent and invoices
When receipting and there are a number of different items showing on the allocate funds to section - it would be nice if these where broken down in to colour bars, eg green for rent and bonds, pink for invoices etc...
As it stands now with the very light grey and white, it's open for error to allocating to the wrong item.5 votes -
Update payee name to reflect account name for ownership
The payee information card links the payee to a contact and this is not always the case. If the payee could be linked to the bank account name instead. This does show correctly on the ownership statement but it does not show correctly from our internal end which causes concern and confusion. E.g. If we pay ABC Pty Ltd, the payee should say ABC Pty Ltd not the contact name of Joe Smith who is just a representative of the company.
8 votes -
Creditor Statement Template
When creditor statements are sent out, the user who processed the payment is listed in the signature on the body of the email. Currently, there is no way to change the name, or remove it. It would be great to be able to edit this.
13 votes -
Part-Payments for invoices & creditor invoices
Current process (below) is quite manual. Hoping for a build that you can part pay on invoice payment screen, this would minimize a lot of workflow process time, in turn business time/hours. Even a way to part pay accounts such as being able to click pay invoice and whatever is available will go towards the invoice.
- Find the invoice in the property file.
- Edit the invoice with how much is available to pay.
- Pay the invoice.
- Then re enter the invoice for the remaining amount.
20 votes -
Create automatic rent credit
We have tenants which are given rent credits weekly and monthly for maintenance on the building or taking bins out - it would be great if we did not have to do it each week/month but was done automatically. Thank you
4 votes
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