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7 results found

  1. We need a 'pending approval' section for invoices like PME has.

    4 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Chris Lane commented  · 

    This would be good to have - Invoice genius has the option to draft and send to the property manager, but it would be good to have the option that the Property Manager cannot change any of the details that are in the invoice but only approve for payment or send back to accounts for changes required.

    Chris Lane supported this idea  · 

  2. Make Inactive Chart of Account Codes

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Chris Lane shared this idea  · 

  3. Attach bills paid to statements in the order that they appear on the statement when printing the owner statements

    4 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Chris Lane commented  · 

    Bumping this again as it needs to be implemented as it takes us hours at end of month to sort the bills. Please implement this asap.

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    Chris Lane commented  · 

    Bumping this up - this is very important as we have a client with multiple properties that when they receive their statements, they would like the creditor invoices that are attached to the statement to appear in the order that they are listed on the statement. Very important that this gets sorted please.

    Chris Lane shared this idea  · 

  4. Amend account code

    47 votes

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    Ready for Votes  ·  10 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Chris Lane commented  · 

    This is very important. Other software providers have this function and it will stop us having problems to deal with from EOFY. Very surprised that this function has been missed and looks to be the only software that does not allow it to happen.

    Chris Lane supported this idea  · 

  5. Report - Account Code of all Creditors

    16 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Chris Lane supported this idea  · 

  6. Add Multiple BPAY references for one creditor

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Chris Lane shared this idea  · 

  7. Time based fee triggers

    26 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Chris Lane shared this idea  ·