210 results found
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The ability to cancel individual creditor invoices after payment processed
You actually need to be able to cancel individual EFT payments to a creditor. Example. I have just processed creditor payments. One creditor had 5 individual invoices from 5 different owners. I have noticed an error on one of the payments But because property tree groups them all into one payment to the creditor I can't cancel just the one with the error . I need cancell all 5 and totaly stuff up the other 4 owner statements. How do you explain to an owner that your statement looks weird because there was an error on joe blogs statement so…
1 vote -
Ability to edit the payment method on on screen receipting - can only use direct deposit
When using a third-party tenant download which is receipted as with the payment method Payment Provider, there is no option when using the tenant download on screen receipting to change the payment method. These transactions have to be ignored and manually receipted.
1 vote -
Re withdrawn tenancies & letting fees
The auto prompt to delete the owner letting fee (which is raised when you create that tenancy) with respect to a withdrawn tenancy, should come up whether you are deleting OR archiving the tenant profile
1 vote -
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
9 votes -
Add reference for bank transfers
Early release of sales deposits usually go to: Solicitors Trust Accounts, PEXA Property Exchange House or Real Estate Agency Trust Account. All these need Reference Numbers..... Without them your deposit gets lost and settlements are delayed. The current solution is to enter the transfer directly to the bank, making an automatic system using ABA's pointless.
6 votes -
Apply to all when receipting payments
When applying receipted payments in Property Tree manual receipt screen, there should be an 'apply to all' button, rather than having to receipt against each line item
2 votes -
Remittance Advice for Creditors paid via B-PAY
Remittance Advice for Creditors paid via B-PAY
2 votes -
Tribunal report - statement for all the water rates charged throughout the tenancy
Tribunal Report should have the statement for all the water rates charged throughout the tenancy so it becomes easy for us to check for what tenants are charged so far.
2 votes -
Instalment feature for creditor invoices using Invoice Genius
When you upload an invoice into Invoice Genius that has instalments, it would be great if you are able to tick a box if you want to do instalments and then be able to enter the amounts and dates due for each instalment instead of either downloading the file and renaming for each instalment or manually entering for each.
11 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
7 votes -
New Tenant Water Invoice
Add a Water invoice for tenants where we can add a water reading into the tenancy invoice and have that new water reading update against the reading information stored on the tenant profile. This information should then populate against the new water invoice that is entered against this tenant
30 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Better explain part payments to owners on statements
Owners have trouble understanding a part payment being paid to them in advance of a full weeks rent currently showing with the paid to and effective dates, so if a tenant pays the old rent amount or rent in advance it is confusing when they receive this money, always months later this is queried.
Could this show on the statement clearly with part payment towards the effective date has been paid to to the owner9 votesPlease pop a comment on any ideas you have to better explain this to your owners
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I&E Reports - Property per page
Would be nice to have a page per property for I&E Reports for ownership profiles with multiple properties.
1 vote -
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at to enable you to balance. At the moment it is just in date order
14 votes -
Reimbursing/Compensating Tenants
Rather than entering a tenant as a creditor to refund/reimburse/compensate them, it would be good to have an area in their existing profile to just enter EFT details and then an "action" under the 3 dots on their profile to disburse them funds from the owner. The current process does not reflect on the tenants ledger that the reimbursement took place at all, and by adding new creditors, we then have to go in and archive them all...
If entering a Tenant Credit for rent to compensate the tenant, it doesn't reflect against the owner as an expense/debit, and the…16 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes -
See tenant paid to dates and arrears while receipting
When you entered a receipt into Rest, you could see where the tenants would now be paid to and also what remaining arrears there were left to pay. In PropertyTree you can't see this unless you open the receipt again after it's confirmed.
25 votes -
Auto receipts to be sent to ownership when they make a contribution ( eg deposits for repairs )
It should be a requirement to provide an owner with a receipt if they make a deposit to the trust account. This should occur automatically.
Everyone else gets an invoice emailed but not the ownership8 votes -
Unpaid tenant invoices on Owner Statement
Our office procedure for outgoings (water use etc) is Owners are to initially pay creditors invoice and then are reimbursed from tenants when they pay their invoice. Can the tenant invoice show on the monthly Owner Statement even if it has not been paid? I have had a few Owners call me wanting to know why the tenant hadn't been charged (they had, but had not paid by EOM.) This used to show on REST statements and at least the Owners could see that the funds were coming. Thanks.
13 votes
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