232 results found
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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 -
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.
117 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 -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
6 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 -
Send Rent Receipt to Tenants after Applying Held Funds to Rent
We've noticed that when held tenancy funds are applied to rent (e.g. after a bond claim), receipts are not sent to tenants, as they would be if it were a direct rent receipt.
It would be great if this could change so that it's more transparent about how the funds are being used.
13 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
7 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 -
Ability to apply held tenancy funds during receipt
When receipting to a tenancy, it would be helpful to be able to see what held funds the tenancy has available and also have the option to apply some or all of these held funds to their rent and/or invoices during the receipt process. This would save having to go back to the tenant later and doing a separate step to allocate tenancy funds.
75 votes -
postal statements auto-print
For owners who are selected to receive posted statements at end of month - an option that autogenerates/sends these to print
15 votes -
Ability to split unknown funds across multiples tenancies/properties
We receive bulk funds from places like NSW Land & Housing and then have to cancel the unknown funds receipt to then re-receipt it to multiple tenancies rather then being able to allocate to multiple tenancies.
7 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.
4 votes -
Set Ownership Payment date
Having the flexibility to set a payment date when rental providers request monthly payments only without specifying a specific amount.
3 votes -
Event Driven Fees for Tenancy - To enable to charge a Fee (or add a Credit) while receipting
Adding Fee's while Receipting
10 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 -
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.11 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
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