32 results found
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Income & Expenditure Statements
Why does a cancelled transaction (eg creditor payment) have to show on the Income & Expenditure statements...showing as a credit.
Show the cancellation on the Owner and creditor ledger but why on the I&E?
Yes the total figure is correct but Owners and Accountants get confused by this.1 voteThis request has been referred to support
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Custom Security Role - Invoice Genius
Please enhance the customised security roles to enable various permissions for Users within Invoice Genius
- need a permission to allow users to create invoice in Invoice Genius
- need a permission to allow users to view Invoice Genius
- need permission to allow users to Manage (forward) invoices in Invoice Genius
9 votes -
Separate Ledger under same Tenant - Rather than setting up two profiles.
Option to create a Separate Ledger under the same profile. In the event a tenant has to pay off a rent arrears.. Especially if taken over from another agency. To simplify keeping record of the tenants payments and accountability without affecting their current paid to date.
Recent take over of a commercial and residential property with rent arrears. The tenant has arranged with the prior agent and landlord to pay off their arrears separately. The previous agent worked in a different system that allowed a separate ledger, rather than creating a new profile for the same tenant.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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option to Raise a credit note for a supplier.
There is no option to create a credit note for a supplier, in case the payment goes wrong.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Enter Tenancy Fees based on % rather than flat $ fee
Hello, would be great if you could enter fees for a tenancy based on a % rather than flat $ fee. Like owner fees
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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add the brackets back to dishonored receipts in recent transactions
Please add the brackets back for dishonored receipts under recent transactions. this will make it easier when there is multiple dishonors to find.
2 votesUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Revenue Reports - 12 months data
Why does Property Tree require a user to print out individual Agency Statements for a specific period. These can amount to 12, 24 or over 100 if the agency makes weekly disbursements for a calendar year. Why can't Property Tree produce a month by month report for a selected 12 month period like REST, Property Me, Console, Sherlock, etc. Come on Property Tree the coding to produce this report would be relatively easy.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Subject Line - Emailed Statements
Owners may have multiple properties on separate statements and have requested that when statements are emailed they would like to see the property address on the subject line for ease of navigation.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Allocate the full new rent amount when the rent changes and tenant pays early
When the rent changes and the tenant makes their first payment of the new rent amount before it is due, it is still allocated as the old (outdated) rent amount with any remainder allocated as held for tenancy. For example if the fortnightly rent increases from $900 to $1000, if the tenant makes their first payment of $1000 before it is due only $900 is allocated to rent as a part payment. The remaining $100 is allocated to held for tenancy funds and needs to be manually allocated to rent later. Tenants get very confused when they receive a receipt…
1 voteThis has been logged via the Escalations team
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management fee dates
Statement changes made in Feb show management fee date as owner payment date even if rent has been paid multiple times in the period. Would be good if the dates are removed like the used to be or the date the rent is paid so owners do not think they are being overcharged.
1 voteThe date that displays on the statement is the date the fees are paid. In most cases this is the date of the owner payment and statement process.
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Expand all on creditor invoices payable
Can there be an "expand all" button when paying creditors to show the outstanding invoices that are to be paid?
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Ability to add descriptions that populate by default for tenant invoices
Ability to add a default tenant invoice description linked to the account code, ie. water usage, not water rates as it currently populates from the account code name
8 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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Allocate the full new rent amount when the rent changes
When the rent changes and the tenant makes their first payment of the new rent amount, it is still allocated as the old (outdated) rent amount with any remainder allocated as held for tenancy. For example if the fortnightly rent increases from $900 to $1000, when the tenant makes their first payment of $1000 only $900 is allocated to rent as a part payment. The remaining $100 is allocated to held for tenancy funds and needs to be manually allocated to rent later. Tenants get very confused when they receive a receipt showing part payment. Property Tree should recognise the…
1 voteReferred to the support team for assistance with this process
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Owner Statements Available in Excel Format
We have owners requesting to have their statements available in an Excel format. Owners with large portfolio's of properties need to be able to extract this information for their own reporting.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Ability to edit the deposit receipts.
Once a deposit has been receipted it would be easier to 'edit' an incorrect 'received date' or 'amount paid' rather than having to cancel the receipt and re-enter.
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Search by property address when entering a tenant invoice
Ability to search by property address, not just tenant name. Some water invoices are to charge tenant only, so need to enter via create tenancy invoice - the water invoice only has the property address so this means we have to look up the property in a separate screen to find the tenants name.
9 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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Defer billing to landlord
Is it possible to defer billing for letting fees and advertising if entered straight away so it comes out of the new tenants rent after a EOM ?
Same, would it be possible to enter a regular monthly charge as we have a 12 month instalment plan with Rates for one client ?
2 votesUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Show actual invoice number not PT generated invoice number when paying creditors
When paying creditors, it should show actual invoice number not PT generated invoice number. If they are duplicate invoices that have somehow got through, you won't be able to see it at this stage when paying creditors. Of course you can check elsewhere, but this is time consuming
1 voteUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Option to select Tenant Invoices when processing direct debits
When tenants have multiple invoices to pay for water etc, the option to pay all or choose which invoice is to be paid, by having tick boxes for direct debit rather than having to pay all of the invoices at once.
2 votesUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Ability to email owner ledgers without having to download them first
Can we please be able email a landlord's ledger as and when it is viewed in order to save time. Else, we have to save on desk top and then email . Later delete what's on the desk top - It's all time consuming!
1 vote
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