Thanks for helping PropertyTree grow!

Upload invoices in order on Invoice Genius - Ability to allocate TENANT HELD FUNDS

When bulk upload water bills, we have to enter tenant invoice and go through each bill separately, there is no order, so if I have 100 bills in front of me, this now becomes a massive task - Also the ALLOCATE HELD FUNDS for tenants has not been added. Another additional task to print report after and allocate funds. Water Rates cannot be done through Invoice Genius because of these issues, much more time consuming. Thank you

223 votes
Sign in
Password icon
Signed in as (Sign out)

We’ll send you updates on this idea

Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


Sign in
Password icon
Signed in as (Sign out)
  • Vanessa Hogan commented  ·   ·  Flag as inappropriate

    What process do u now use to charge your water usage to be able to allocate the funds? Are the invoices emailed or posted with a copy of the water account?

  • Susan Rehbein commented  ·   ·  Flag as inappropriate

    The allocate held funds on the Invoice Genius screen would be a huge advantage. we reported this last year to property Tree.
    We no longer use Genius for water bills and will continue to do so until the allocation of tenant funds is made available .

  • Vanessa Hogan commented  ·   ·  Flag as inappropriate

    Our office is 2 weeks into Property Tree and this is a MAJOR disadvantage to us that you can not allocate Held Tenancy Funds when processing through invoice genius. It add unnecessary steps to this task where our office processes 500+ water bills a quarter!

  • Diane Robson commented  ·   ·  Flag as inappropriate

    When entering Creditor invoices via Invoice Genius and creating invoices for tenant eg water use - in SA many tenants pay upfront water and we need to allocate the held funds to those invoices at time of creation.

  • Anne Johansson commented  ·   ·  Flag as inappropriate

    This would be of great help and would help clear up all those little bits & pieces of tenancy held funds. Very time consuming to go back and allocate after the invoice has been created.

  • Janine Leahy commented  ·   ·  Flag as inappropriate

    I agree. Double handling and not a smooth process at all. Needs to be made a feature regardless of votes.

  • Tamara Verzini commented  ·   ·  Flag as inappropriate

    Why cant we allocate tenant held funds to their invoice before we create the invoice?
    Seems like double work to create the invoice then have to go to the tenant to allocate it then re send the invoice.
    Please fix asap as there is no point using this system until its available.

  • Samantha Dittmar commented  ·   ·  Flag as inappropriate

    Surely this feature can be re-instated fairly easily if it was already in place previously?? This is causing huge problems and time lag - needs to be fixed asap please!!

  • Anonymous commented  ·   ·  Flag as inappropriate

    Property tree - Another quarter of water rates have arrived and still no tenancy held funds function to allocate credit to invoice. Can you advise how many votes etc you need to implement? Thank you

  • Lorelle Ursino commented  ·   ·  Flag as inappropriate

    Why was this ever taken away? This was a fabulous feature. Now clients have to double up on work by going into Tenancy held funds and allocating held funds

  • Linda Dowling commented  ·   ·  Flag as inappropriate

    Why are we still waiting for this feature to be reinstated? This is causing so much extra work. Why did you remove this valuable feature?

  • Anonymous commented  ·   ·  Flag as inappropriate

    Would be excellent if this can be implemented as we have another quarter of Water Rates to go through and then allocate held funds after.... There are quite a few votes and comments on this so hopefully you can just add this feature again :) Thank you

  • Samantha Dittmar commented  ·   ·  Flag as inappropriate

    Please implement ASAP! We are in the midst of entering Another quarter's water rates and charging the tenant at the same time. We are taking so many calls from tenants asking why their held funds havent been allocated to the invoice, as we are forced to do this manually afterwards. Such a time waster and really inconvenient for the tenant too. Could be solved by simply linking the tenant's held funds as a checkbox into the screen...

  • Sharon Paterson commented  ·   ·  Flag as inappropriate

    Would be good if this could be implemented sooner rather than later. Keep getting tenants pay twice as they don't get a receipt when we allocate funds after the invoice has been sent. There are so many people who have requested this on more than one suggestion.

  • Samantha Dittmar commented  ·   ·  Flag as inappropriate

    This is quite urgent - every quarter we have to manually go thru and allocate any held funds to the tenant's water accounts. Very time consuming! Held funds should always come up when entering a tenant invoice, even thru the creditor invoice screen.

← Previous 1

Feedback and Knowledge Base