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15 votes
Deb Bailey
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17 votesDeb Bailey
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22 votesDeb Bailey
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157 votes
We're pleased to advise that as part of the Tenancy Statement work to show outstanding invoices, we have included the ability to produce a statement for rent due to a chosen date. This can be produced for rent only, rent and invoices, or invoices only.
An error occurred while saving the comment Deb Bailey
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14 votesDeb Bailey
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15 votes
An error occurred while saving the comment Deb Bailey
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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
DebDeb Bailey
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13 votesDeb Bailey
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64 votesDeb Bailey
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92 votesDeb Bailey
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77 votesDeb Bailey
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42 votesDeb Bailey
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10 votesDeb Bailey
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108 votesDeb Bailey
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An error occurred while saving the comment Deb Bailey
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Hi we are sometimes asked by an owner to provide an invoice for the payment of additional fees. It would be great to be able to raise an invoice from Agency for the owner within Property Tree without having to go to our Agency accounts to ask them to raise the fee. Especially as in most circumstances, it is raised without the need of an actual invoice.
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2 votesDeb Bailey
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2 votesDeb Bailey
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2 votesDeb Bailey
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1 voteDeb Bailey
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1 voteDeb Bailey
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1 voteDeb Bailey
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2 votes
An error occurred while saving the comment Deb Bailey
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I export the quick report to excel each month then sort by code to get the totals required for our accounts department. It would be a great time saver if there could be a report to do this task.
Deb Bailey
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Not being able to provide rent invoices is causing some issues. At the moment we are raising recurring invoices to send out but then when rent is received, it is allocated to the invoice rather than to rent, so the rent paid to information is then incorrect. The only way to monitor this is to manually check. We have just had an issue with a tenant who received a rent invoice but they had already paid their rent to vacate. The amount owing was incorrect because a receipt a few months prior had been applied to an invoice instead of to the rent, which meant the paid to date was incorrectly showing.
This is extremely manual and open to error as was the case for this one. It also makes tenant ledgers very difficult to read. thanks