220 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.
81 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 -
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
7 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.
16 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 -
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 -
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.33 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
21 votes -
Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
7 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 -
Option to email Owner receipt
Would be good if there was an option to email the owners a receipt when they pay funds so they can receive confirmation their funds were received.
24 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 -
Charge fees when tenancy has commenced
Owner fees for new tenancies should only be charged after the lease commencement date.
31 votes -
Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred…
20 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 -
Ability to accumulate Held Funds for owners each month
Ability to Accumulate Held funds on a monthly basis instead of manually having to do this against the owner. MRI Palace has this function
18 votes -
Reference Numbers for Authorised Creditors
We need to be able to add more than one reference number for authorised creditors. Some properties have two strata levy notices (ie if a carspace or garage is on a separate lot) So that we can bulk pay those invoices we need to be able to save more than one reference number for an authorised creditor
12 votes -
Invoice Genius - Provide the ability to complete multiple jobs with a single invoice.
When submitting an invoice for payment, it is common for multiple maintenance jobs to be assigned to the same creditor. At present, however, we are only able to indicate one job as being complete. It would be highly advantageous if we could have the capability to mark multiple jobs as completed with the one invoice.
4 votes -
Have lease dates and vacate appear when entering a tenant invoice
Have the tenant lease start and end date appear when doing a create tenancy invoice (currently does when oncharging from the creditor invoice or invoice genius). Also show if a vacate date is entered
43 votes -
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
11 votes
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