210 results found
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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.
77 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.
17 votes -
Owners with multiples properties - Statement suggestion
When owners with multiple properties receive their Statements (as we deal with each property separately, a Statement for each one) it just says on the From: ABC Real estate and the subject is " Ownership Statement from ABC Realty. They want the subject to show the property address then when they are searching their emails they can find it easily.
Thanks
1 vote -
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.
5 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.
4 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
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 -
search bond reference number when receipting bond claim refund
Be able to search the bond reference number when receipting a bond claim refund.
22 votes -
Better way to track what invoices are paid on behalf of the owner
Better way to track what invoices are paid on behalf of the owner - perhaps a register that would show that council rates are paid, but not the water rates to avoid us paying invoices from the rental income when we shouldn't be
4 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)
2 votes -
EFT Reference for agency payments
Add a EFT reference option for Agency, similar to that available on owner payment details.
This would be hugely beneficial for accounts team when reconciling general account
5 votes -
Invoice Genius - Making the BPAY reference field big enough for BPAY references
Making the BPAY reference field in Invoice Genius big enough to view the whole reference number.
8 votes -
Creditor current bsb and account to show when loading invoice
Creditor current banking details to show when loading invoices.
It is too easy for a creditor to change bank accounts and not advise in writing separately.
Just changing their details on an invoice seems to be the new norm.
We need to see the banking bsb and account details to check when loading invoices.
Or the sale of a business and we are not advised.29 votes -
Remove some information from owner statement
Remove date when rent received. This is unnecessary, as owner only need rent paid from and to dates.
Some owners may react to tenant arrears if only be a few days from the actual due day,
7 votes -
Track who is entering/modifying invoices
The ability to date/time and user stamp .. keep an audit on who is entering invoices for training and also tracking
18 votes
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