210 results found
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Create credit for future invoices (residential)
Currently, credits can only be applied to rent or existing invoices.
If a tenant receives an incorrect invoice and has paid it already, it would be ideal to be able to apply the credit to future invoices to make up for the over payment.9 votes -
Ability to change when to withhold funds for invoices
Currently owner funds are withheld for payments due in the next 30 days, we'd like the ability to change this to make it shorter based on our business requirements for instance only withhold funds for payments due in the next 15 days.
8 votes -
Owners on hold to withhold payment to creditors
When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.
23 votes -
Owner statements (last payment)
On the ownership window, the last payment should reflect the "last payment" made, even if its $0.00. At the moment, it gets a little confusing because it shows last payment (this could be from a month before) and last statement being the latest statement. I.e an owner didn't have enough money to pay all outstanding bills so this months payment was $0.00. On the ownership window, it doesn't show $0.00. It shows their last payment from the month before.
4 votes -
Print from invoice genius
The ability to print from invoice genius. As we get downloaded from places like water corp etc. Sometimes there is a zero balance, you cant print it out straight from invoice genius. We have to log back into water corp and download again.
We get 200 - 300 invoices a month, they get flicked to the pms but it may be a day or two before they process. It would just be nice to be able to print straight from the queue8 votes -
Easier transparency on who applies payment withhold
Understand this can be seen if you go into the information audit.
It would be great if there were a better way to display this in future - on the profile. like how a note shows when it was put there.2 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
8 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
5 votes -
Show Held Funds balance on receipts
Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.
4 votes -
Tenant ID to be added to the available merge fields for tenant invoices.
Tenant ID to be added to the available merge fields when sending tenant invoices.
8 votes -
Break down of options for charging inspection fee in automation
We would like to see automation for ingoing report fee, inspection fee and outgoing report fee
4 votes -
EOFY statements total the cost for each expense.
Currently, GST separate which is good however many accountants have asked for a total
2 votes -
Owner payment references
Add two more sections to the owner payment information that lets more Users to add more context to the reference section of payments to Owners. Currently there are three section to the refereces, one has the company name (but cant be changed), one is the editable section, and one is blank. Please let us edit the first section and add more for the last.
This is helpful for the owners who have multiple properties or the owners request other information alongside their payments.
Would also be great if they could have Merge Fields that could pull information automatically from information…2 votes -
Advertising Fee event trigger
As you did for the renewal fee to automatically charge when lease renewal dates are changed (as an event) could the same principles be applied for Advertising Fees one a prospect tenant has been converted to a current tenant
2 votes -
Auto credit from our general account
Ability for the system to auto credit from our general account.
E.g the 95 cents transaction fee that will be payable through NAB easy rentIf you are acquiring a Rent Roll and offsetting this cost for new managements, doing this manually can become quite time consuming
2 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
16 votes -
Wording - Statements
We have just had a complaint about the wording on the Tax Invoices issued. When a new Tax Invoice is issued it has all the others issued prior listed as outstanding when in actual fact they are not outstanding. They are due in the future. Is there a way of changing the wording on this Statement that is issued to the Tenants
3 votes -
Owner's Held Funds - specific which invoice funds are held funds
The ability to specify the creditor/creditors for which the owner's held funds is for. So that when an amount is specifically held for a specific invoice, it doesn't allow that money to be used to pay other invoices that may be receive earlier than that specific invoice.
2 votes -
Improve Holiday Rental Owner Statements
Remove the future bookings from the owner statements and only list the bookings that are being paid. Some properties have a large number of future bookings and it's very distracting for the owner when looking at their statement. They are only interested in what they have been paid and what expenses they have incurred
13 votes -
Tracking Invoices through Invoice Genius
We need a way to track Invoices through Invoice Genius. Once an invoice is sent there is no way to prompt a PM to approve or to flag that the invoice has already been entered into invoice genius. There is no record of notes for the activity pertaining to an invoice. Invoices need to be time stamped with status updates - Entered > approved > Processed > paid.
10 votes
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