985 results found
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Cancelled Invoices - show who cancelled the invoice
Cancelled Creditor Invoices and Tenancy Invoices display a status of 'cancelled xx/xx/22' and the 'info' symbol displays cancelled reason.
It would be helpful to also display the User who cancelled the invoice as this is not displayed at all
Eg: when clicking on the 'info' symbol it displays 'reason' + 'User initials or short name'
41 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 -
Add Appliance Tab/Section Under Property File
Would like to be able to keep file of the type and brand of appliances, heating, cooling under the property profile e.g. in cases of hydronic heating, electrical HWS, refrigerated cooling. Would make it quick and easy to send out the correct trades/companies without needing to sift through previous maintenance or property photos (and where people will automatically look for this information).
5 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 -
Tenancy Rent Review Report
We require additional fields when running Tenancy Rent Reviews report. We need property suburb and also the details ie no of beds, baths and car as per the information already in property tree. This is so we can conduct rent reviews from the report without the need to keep flipping backs and forwards to the property tab in property tree.
9 votes -
'Point of Contact' on the Ownership Statements
The ability to select 'Point of Contact' on the Ownership Statements in Automated Communication
34 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 -
Maintenance - Ability to go back and seek Approval from owner if the initial work order needs to be cancelled. ie Strata denies job
Need the ability to seek Approval from owner if the initial work order raised without the need for authority is cancelled. ie Strata advises the work order is outside their responsibility.
4 votes -
SMS and email sent on same trigger day
When setting up auto-communications, can an email and SMS be triggered to go on the same trigger day? Currently they can't be triggered to be sent on the same day which is useful for arrears and scheduling inspections
3 votes -
User Tag in Document Management
We need user ID added to documents added directly into Tenant/Property/Owner document management so we can Identify the staff who have added documents if follow up is required.
User ID is currently added to the notes section, so this seems a simple process of including this field into the document management section.
7 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 -
Rent payments view on ownership portal
Currently, the owners need to download the ledger in order to view the tenants 'effective paid to date'. The ownership portal currently only shows when the tenants next due date is for rent, which is not reflective of when the tenants are actually paid to. It would be great if this could be changed to reflect the effective paid to date as it is a more accurate representation of the rental payments.
28 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 -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
6 votes -
Mail merge filter for rent increase notice
A function to generate a rent increase notice to the tenant, utilising the rent schedule fields, allowing for sufficient notice period.
We will also need the ability to have the new rent schedule confirmed as often negotiation may be necessary.
4 votes -
Charge fees when tenancy has commenced
Owner fees for new tenancies should only be charged after the lease commencement date.
31 votes -
Tags to be sorted alphabetically
Can tags be sorted alphabetically? When you add a tag, it just goes to the bottom of the list.
4 votes -
Pinned important notes banner to appear in a different colour so can’t be missed
Pinned important notes banner to appear in a different colour so can’t be missed
17 votes
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