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104 results found

  1. Find Invoice from Tenancy Profile and Owner Profile

    27 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Deb Bailey supported this idea  · 

  2. Unpaid tenant invoices on Owner Statement

    14 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  3. Invoices Tab for Owner

    16 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
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    Deb Bailey supported this idea  · 

  4. journal Funds for Sales and Tenancy Funds

    17 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey commented  · 

    It would also be great to be able to journal between the owner/property and tenant to enable items that the tenant purchases to be reimbursed. the funds could go into held and then paid to the tenant as a tenant refund. this would make a much clearer audit trail.

    Deb Bailey supported this idea  · 

  5. Held Funds E-mailed Remittance

    12 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Communications  ·  Admin →
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    Deb Bailey supported this idea  · 

  6. Ability to record on ledger if a tenant is removed from the lease

    26 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Profiles  ·  Admin →
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    Deb Bailey supported this idea  · 

  7. Reimbursing/Compensating Tenants

    18 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  8. Need a report for vacated tenants which shows if bond is finalised.

    9 votes

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

  9. Reference Numbers for Authorised Creditors

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  10. Creditor Invoice Breakdown Screen

    16 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Deb Bailey commented  · 

    It would also save a lot of time if the account code used for the invoice also showed on the Find invoice screen. It would mean you could quickly check codes prior to making payments. At the moment it is necessary to go into each individual invoice if there are concerns.

    Deb Bailey supported this idea  · 

  11. Creditor Statement Template

    18 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  12. Find Creditor Invoice - Filter for Paid date from/to

    3 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Deb Bailey commented  · 

    It would also be great, if one of the filters when searching for unpaid invoices, could show that available property balance for paying an invoice

    Deb Bailey supported this idea  · 

  13. Creditor current bsb and account to show when loading invoice

    33 votes

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    Ready for Votes  ·  7 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  14. Place a creditor invoice on hold when processing a creditor run

    4 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  15. Invoice Genius: Keeping creditor name for multiple invoices from the same creditor

    6 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  16. Vacate tenant - integrate bank details

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Deb Bailey supported this idea  · 

  17. Monthly bond report

    22 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Deb Bailey shared this idea  · 

  18. The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at

    14 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey supported this idea  · 

  19. Ability to make notes on unknown receipts

    19 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Deb Bailey commented  · 

    I spend a lot of time each month transferring information by copying and pasting from the unknown receipts report (PDF) to a spreadsheet so that i can accurately produce a report for audit purposes.

    Could this please be produced as a csv file as well as a PDF.
    thanks
    Deb

    Deb Bailey supported this idea  · 

  20. Attach invoice to create credit

    13 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  Admin →
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    Deb Bailey supported this idea  · 
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