207 results found
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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 -
Editing Invoice Data After Processing
Please allow agencies to edit information on invoices after they have been processed such as the description and the account as this would be helpful if changes need to e made in the future for accounting processes.
6 votes -
I & E Statements - change Property Expense
Would be good to have a drop down box so that if you find a property expense has been put to the incorrect expense, it can be changed easily.
5 votes -
Send a tenant invoice individually without the statement of other outstanding invoices
When entering a tenant invoice, send this invoice individually without the statement of other outstanding invoices at the end. This allows for that invoice to be resent as required and makes it clear for the tenant.
Then have the statement of outstanding invoices separate, so a statement can be sent at any time.
18 votes -
Multiline for Insurance Invoices - Issues with GST and generating it incorrect
Requirement for the ability for multi line for creditor invoicing/insurance Line item with GST one without
3 votes -
changing of Bank Rec date
due to the date being Auto Entered as the current date, i have mistakenly Reconciled my bank as per todays date, not as the bank statement. being able to change the date in addition to the amount would be a saving grace. Especially for auditing purposes.
7 votes -
Edit a tenant invoice when entered through creditor invoicing
Would like to be able to edit a tenant invoice when it's entered via create creditor invoice or invoice genius. Can currently do this when it's just a tenant invoice entered, but through the other way it's linked and we have to cancel the invoice and re enter it.
79 votes -
An optional box to add exact reason for fee reversal (if not auto)
An optional box to add text/reason for fee reversal (if not auto-reversed)
3 votes -
search bond reference number when receipting bond claim refund
Be able to search the bond reference number when receipting a bond claim refund.
25 votes -
direct debit
Direct debit days in advance should be able to customised for each tenant - weekly tenants that you want to be 2 weeks ahead can't be on set to anything but a schedule to keep them that way so rent increases could be missed
3 votes -
Income & Expenditure Statements to record the wording Ownership or Ownership Name prior to the Displayed Ownership Name
To update the Income & Expenditure Statement template to include the wording 'Ownership' or 'Ownership Name' before the Ownership Name/ID is displayed.
2 votes -
Tenancy Ledger Display
I would love to see any changes to a tenancy rent schedule be stamped on the tenancy ledger (regardless of whether or not it effects the tenancy paid to date). It would also be great if all vacate dates also appeared.
15 votes -
Direct debits - allow for edits to amount during the process
Direct debit - enable the accountant to draw a direct debit for any portion of the rent / outgoing/invoice associated with a tenant by changing the d/d maximum amount - which when drawn can then be applied how chose.
Particulary important with tenants in financial distress or arrears where the current configuration does not permit an easy transactional process.4 votes -
Add property manager field to 'Create creditor invoice'
It would be so helpful when "creating creditor invoice" to see the property manager whom manages the property - giving a clear indicator if the property is commercial or residential. this would really make the data entry process quicker and reduce mistakes
2 votes -
Installments in Invoice Genius
Ability to set Installments in invoice genius, without holding the full amount
E.g council rates
Whilst the plug in of invoice automate provides this and a lot more automation, having this ability in core Property Tree would be beneficial for us.
2 votes -
Show Owner Funds in Invoice Genius
Show the Account Summary in Invoice Genius, like it's already displaying on the standard ‘Create Creditor Invoice’ screen. It’s very helpful to see if an owner has an Ownership Balance / Available Balance
26 votes
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