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13 results found

  1. Pinned notes for invoice genius

    92 votes

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    3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    CDL Solutions commented  · 

    As commercial tenants can have so many different stipulations as to how outgoings are charged to them, if at all, we have set up notes pinned to Tenancy Invoice on each commercial tenant, but these notes don't appear anywhere in Invoice Genius, so we have to have a whole different invoice entry process for commercial invoices to make sure we can check the notes. It would be great if the pinned notes appeared in Invoice Genius so we can enter these invoices correctly without having to follow a different process.

    CDL Solutions supported this idea  · 

  2. Recurring credit for commercial tenancies

    18 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  3. Ability to edit invoice template

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  4. Ability to overlap original lease start dates from previous tenant to new tenant

    13 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  5. Ability to search Invoice number when receipting payments.

    64 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  6. Interest on arrears

    48 votes

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    7 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  7. Percentage Rent Increase

    52 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  8. Commercial Tenancy Ledgers to show credits

    37 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  9. Commercial Tenancy Details - need a field for Business name or Trading as

    29 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  10. tenant invoices to be linked to creditor disbursements

    30 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  11. Commercial Invoices - Management Fees

    32 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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    CDL Solutions supported this idea  · 

  12. Have commercial invoices attached as PDF, not a link

    208 votes

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    17 comments  ·  Property Tree » Commercial  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.

    CDL Solutions supported this idea  · 

  13. Remove Authentication required for adding ownership & creditor profiles

    62 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Integrations  ·  Admin →
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    CDL Solutions commented  · 

    This also happens when adding new creditors. I've been advised by support it's so we can ensure that the bank account details that are being added are true and correct, which doesn't make any sense as entering an OTP doesn't confirm any of that. It's cumbersome and unnecessary and it's not really making entry of bank account details on files any more secure, especially when the OTP is popping up as soon as you click Add.

    CDL Solutions supported this idea  ·