Creditor Invoicing

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  1. Pop-up Alert in Invoice Genius

    Some landlords prefer to pay their own Water invoices rather than have them taken from the rent. It's hard to keep track of this, so having an alert that pops up when you try to enter an invoice via Invoice Genius for such landlords as a reminder not to enter invoices for that owner and prevent errors.

    139 votes
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    3 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    248 votes
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    READY FOR VOTES  ·  30 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  3. Invoice Genius - Water Accounts Credit

    When entering an account against the tenant section, it would be helpful if there was an area that reflected any credit and give you the option to apply this credit to their invoice, Thank you

    11 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  4. Lost Management to be hightlighted in Invoice Genius

    It would be great for lost managements to be highlighted when entering invoices in Invoice Genius.

    5 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  5. Invoice Genius - tenant invoices

    When processing tenant invoices via invoice genius, funds held to be allocated need to show as they do in the Enter Creditor invoice option. (Some tenants pay extra towards water account in advance)

    3 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  6. All tenants to receive tenancy invoice through invoice genius

    You can only send tenant invoices issued through Invoice Genius to the primary tenant. Please allow invoices to go to all tenants.

    16 votes
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    READY FOR VOTES  ·  1 comment  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  7. Tenant water invoicing

    Similar to a few different posts, but here in SA water invoicing I believe is a little different to other states.

    We can invoice all/none/provide an excess water allowance. We can also charge the 'Quarterly Supply Charge' from SA Water.

    It would be great to have something on the tenant card that we could tick about what the tenant pays for water. This should then pop up when invoicing, or even better, when using Invoice Genius it invoices the correct amounts/items to the tenants for us.

    There should also be (as REST had) the ability to enter water meter readings…

    19 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Owner Balance to show when using Invoice Genius

    Would be good to see the owner balance when paying invoices via invoice genius so you know if there are sufficient funds or insufficient funds to separate the paper copy of bills.

    38 votes
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    3 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  9. Removing the 3 monthly duplication from Invoice Genius

    Is there a way that we can remove the 3 monthly duplication warning for Invoice Genius, as we receive Water Rates and Council Rates every 2 months, and are unable to process them through Invoice genius as it wont allow us if paid within 3 months. Makes it very difficult and time consuming for a portfolio of 500 properties and individually entering in each water rates notice.

    3 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  10. Increase the size limit of invoices that can be uploaded in invoice genius

    Please increase the size limits of the invoices in invoice genius a lot of the water bills are 5MB when downloaded without having to compress them. Most electronic bills are larger than the current 1.5MB limit

    17 votes
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    READY FOR VOTES  ·  1 comment  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  11. Efficient Invoice Genius

    Saw the updated/improved new look of Invoice Genius today..
    However, how come the right-hand bars (where you enter Creditor, Property and Invoice Details) do not scroll together/along with the invoice while processing? It was before. This is very inconvenient as with the long invoice, once scroll down, the right-hand bars aren't scrolling, then you must scroll up to enter items, then scroll down (to where the info you need on the invoice) and again and again..

    5 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  12. Invoicing Tenants in Invoice Genius

    It would be really great if you were able to invoice tenants ONLY through invoice genius, in addition to what we have available - perhaps in an action of deselecting to invoice the owner if required,

    In addition, it'd be brilliant if you were able to select print tenant invoice in the bottom section where you select whether to email the tenant or not,

    5 votes
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    READY FOR VOTES  ·  0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  13. Direct Creditor to Tenant Invoicing

    Please allow an invoice to be created between a creditor and tenant only. Many bond invoices don’t need to be shown against the owner or they don’t need to see what is on hold at the end of the month payout.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. invoice genius

    With the new changes to Invoice Genius if there are two pages such as the water account you now cannot scroll down the invoice and keep the data entry section on the right stable o you can enter details as the invoice scrolls down. You have to scroll up and down now. I think the new method is clunky and has stepped backwards.

    4 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  15. Feedback: Invoice Genius

    We are keen to hear your feedback on the enhancements to Invoice Genius.

    Please add a comment to share your experience and ideas with the product team.

    2 votes
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    FEEDBACK  ·  2 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  16. Pop Up Notes for invoices

    Pay or Do Not Pay - a pop up note with this would be good when paying owner invoices as some let us pay and some don't. At the moment, we have to go into each property & to the notes section to check before paying invoices.

    1 vote
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  17. Reminder for missing invoices

    Request for reporting reminders and alerts for properties that have not had council, water, strata and other invoices uploaded for the current period or a date range. Asked if invoice genius could give him a reminder at a certain date for properties that had not gotten the invoices required to prevent having to pay extra fees and such

    10 votes
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    READY FOR VOTES  ·  0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow multiple tenancy invoices to be raised from single creditors invoice in Invoice Genius

    Allow for the creation of multiple tenancy invoices from a single creditors invoice in Invoice Genius. This would cater for commercial properties where there are multiple tenancies in a building but only one rates or water notice paid.

    10 votes
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    0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  19. Separate Scrolling Side Bars for Invoice Genius

    It'd be really great for functionality if when using Invoice Genius you were able to scroll through the invoice displayed and side-bar separately, so that you can have the information from say page 2 in-line with the top of the side bar. Or if you need to enter details from page 3 of a document into the top section of the right side, you can view that completely while entering the details :-)

    3 votes
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    READY FOR VOTES  ·  0 comments  ·  Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →
  20. Enter a creditor invoice from Action button on property/ownership

    Would be useful if under the Action button on the ownership and property profile you could select Enter creditor invoice without having to leave and go into the separate invoice entering page and then going through the process of selecting the property again.

    1 vote
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Creditor Invoicing

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