Trust Accounting

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  1. Auto Reminder for rental increases

    An automatic message to tenants a week before a rental increase to remind them to change their rental payment amount would be great.

    15 votes
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  2. Remove GST option on invoices for Residential Tenancies

    Residential tenants can not be charged GST. Property Managers at present have to remove the GST when entering a tenant invoice.

    13 votes
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  3. comment on statement

    being able to manually add a global comment to the bottom of a statement would be helpful to let owners know things like next payments, holiday closures. All

    23 votes
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  4. Regular owner payments

    Is there some way you can set regular monthly payments to the owner for when a tenant pays months in advance.

    9 votes
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  5. I wish there was a way to alter a tenant invoice after there has been a part payment

    I wish there was a way to alter a tenant invoice after there has been a part payment

    12 votes
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  6. Show Invoice credit amount when processing tenant receipts payments

    When posting tenant payments being able to see the amount already held in a tenants invoice credit would be helpful to be able to pay towards invoices loaded etc, when posting receipts you do not currently have this option to see the current amount the tenant has in Inv Credit.

    11 votes
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  7. Include outstanding disbursements when showing owner available funds

    At current, the available funds only take into account the management fees charged and not if there are any invoices waiting for payment so if an owner calls wanting to know what funds they currently have, you have to manually calculate it. These should be automatically deducted from the 'available funds'.

    18 votes
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  8. Tenant invoice credit amount should show when posting receipts.

    When entering a tenant receipt, it would be very helpful to see the amount already held in invoice credit, so you can post this amount against further outstanding invoices. For eg, when they pay $10.00 per week for water rather than the full amount so you don't have to manually go and remember to check each payment.

    8 votes
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  9. receipting owner funds should be able to enter account code

    all payments to owner just go to owner funds what if refund of incorrectly paid account which has to be re entered. Expense account will not be correct!

    10 votes
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  10. Tenant invoice due date

    Invoice due date for tenant profile should be configurable to state based requirements

    Submitted by customers in classroom training session Oct 18

    21 votes
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  11. Importing bank file - recognise bond amounts

    We use Macquarie DEFT - when importing ABA file for payments received, if a new tenant has paid bond and rent together PT is not recognising this and receipting all to rent. Very dangerous as we can send landlord all money at mid or EOM if not checked thoroughly.

    7 votes
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  12. Show property manager when receipting

    When receipting tenants rent, it would be great if it showed the property manager for that tenant.

    18 votes
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  13. Automatically Allocate Rent Regardless of Amount Paid

    It would save lots of time (and staff wages) if Property Tree allowed all payments received from tenants with the correct refence number, to be allocated automatically to rent regardless of how much money we receive. With the exception that if a tenant invoice has been generated, you get the option to manually allocate funds to rent or the invoice. Currently rent only auto receipts if the rent is paid in full multiples of the weekly rent.

    22 votes
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  14. Cancellation shouldn't shown on ownership statement

    For tenant download process, all tenant payment will be automatically received as rent. It is alright we pick it up later and cancel it and receive it correctly. However, with all cancellation shown on the ownership statement, it seems we did something wrong.

    The ownership statement should only show the "RESULT" NOT "PROCESS".

    5 votes
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  15. 4 votes
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  16. Owner withheld funds/ holding a flat amount

    holding a flat amount -is great when tenant pays rent in advance however would be great if PTY Tree allowed a date to be entered for when the flat amt is to be released very difficult to monitor without a date.
    also, would be good if the flat amt was applicable to LDL's that wish to be paid a certain amt each month in particular when tenants don't pay monthly. therefore having to constantly use the withheld option which is becoming a nightmare having to hold un-hold trying to remember which LDL's strictly want once a month payments, looking a…

    3 votes
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  17. The tenant name on the bank download next to the DEFT ref as was in REST

    On the download spreadsheet, can we have the name of the tenant as a way to ensure we are receipting the monies to the correct profile

    3 votes
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  18. Tenant Download Allocation to invoices

    The tenant download feature has recently been updated Property Tree to allocate funds to tenant invoices along with rent and bond payments however this is causing issues when a tenant does not pay the full exact rent amount, for example if the tenant is due to pay $600.00 per fortnight however they pay $300.00 in a week and they have an outstanding invoice of $200.00, tenant download it allocating $200.00 of the funds to outstanding invoice and the balance to held for tenancy.

    There needs to be an option to only allocate exact amounts to tenant invoices. It is against…

    3 votes
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  19. Description Available When Assigning Unknown Funds

    When allocating Unknown Funds, it would be helpful to be able to see the amount, description and reference on the screen when actually allocating.
    Currently when you click to assign the unknown funds the receipt information disappears and you can only type a profile to allocate to.
    This can cause issues if accidentally clicking on the wrong receipt to allocate.

    15 votes
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    Ready for Votes  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Journals

    The bigger the client the more this function is needed
    Journal funds from one owner to another - the same owner can be entered in multiple times and the owner wants move money to pay invoices

    The agency drew a creditor payment from the wrong property - journal quickly and efficiently resolve this problem.. NOW can take up to 5 mins to resolve something that took 30 seconds

    12 votes
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