Settings and activity
19 results found
-
4 votes
An error occurred while saving the comment 
Caitlyn Richardson
supported this idea
·
-
77 votesCaitlyn Richardson
supported this idea
·
-
13 votesCaitlyn Richardson
supported this idea
·
-
4 votesCaitlyn Richardson
shared this idea
·
-
5 votesCaitlyn Richardson
supported this idea
·
-
14 votes
An error occurred while saving the comment Caitlyn Richardson
commented
Hello Angela,
3 days before would be a great option.
I understand that at the moment invoices cannot be separated from a “statement” that may have other invoices. The 3 days before option would at least being the most recent to the top of the page. If we could choose between invoices OR invoices & statements that would also be a great facility.
Thank you.
Caitlyn Richardson
shared this idea
·
-
57 votes
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.
Caitlyn Richardson
supported this idea
·
-
64 votesCaitlyn Richardson
supported this idea
·
-
20 votesCaitlyn Richardson
supported this idea
·
-
3 votesCaitlyn Richardson
supported this idea
·
-
18 votesCaitlyn Richardson
supported this idea
·
-
18 votesCaitlyn Richardson
supported this idea
·
-
125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
Caitlyn Richardson
supported this idea
·
-
17 votesCaitlyn Richardson
supported this idea
·
An error occurred while saving the comment Caitlyn Richardson
commented
Instead of a lump sum for Owner Withheld Funds, could there be a way to set an accrual amount per month? EG set aside $100 each month to cover when large invoices come in such as Rates or Insurance. An option to set an end date or maximum held amount would help to ensure too much isn't held for too long.
-
2 votesCaitlyn Richardson
shared this idea
·
-
19 votesCaitlyn Richardson
supported this idea
·
-
115 votesCaitlyn Richardson
supported this idea
·
-
26 votesCaitlyn Richardson
supported this idea
·
-
30 votesCaitlyn Richardson
supported this idea
·
We have had Owners asking to set aside eg $200 each month that would accumulate to build up for large expenses.