199 results found
-
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.
6 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?
9 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.
24 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 -
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
5 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 -
Enable the ability to edit BPAY Reference Number
Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products
4 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 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
17 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 -
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 -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice8 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 -
Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
17 votes -
Ability to make notes on unknown receipts
Once an unknown receipt has been entered it would be great to be able to make notes as to what has been done to date for auditors
19 votes -
An alert should come up when sending out an invoice to a tenant who does not have emails or it should print automatically
An alert should come up when sending out an invoice via the create tenancy invoice to a tenant who does not have emails or it should print automatically. The button is "Create Invoice" so unless you look for the details you can think it has emailed, as it doesn't prompt to print.
16 votesUpdated and ready for votes
-
Leasing Fees as a % of the annual rent
In Victoria we need to be able to enter Leasing Fees as a % of the annual rent.
10 votes -
add reference to creditor remittance
Creditor Remittances - would be good to be able to add a deposit reference (eg account number) to show on the receivers bank statement. Even though the remittance is emailed some large companies (eg credit check companies who receive 100's of deposits daily) receipt the funds incorrectly based on the company name on the bank statement being similar to another agency. They also say the emailed remittance is not received, could be in junk, maybe blocked by email hoster, but either way our funds are not being allocated correctly and it's time consuming to get this corrected.
6 votes -
Provide a function to allow ownership payments to be requested on a specific date of the month
I'd like to see a specific function which expands the current tags function that allows for ownership payments to be date specific on a monthly basis. For example a landlord requests that their rent be released to them on the 20th of the month to coincide with a mortgagee repayment. This function would be particularly helpful to ownerships with multiple properties rather than paying rents each time a tenant makes payment. The function should only allow for the release of funds on that date as a failsafe when paying other ownerships also.
4 votes
- Don't see your idea?