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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

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30 comments

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  • Jenny Fussell commented  ·   ·  Flag as inappropriate

    I am relatively new to Property Tree and it is extremely frustrating and time consuming having to allocate credits after the processing of the invoice. i also have hundreds of water invoices. Please add an 'allocate credit' feature.

  • Robyn Organ commented  ·   ·  Flag as inappropriate

    Totally agree with this. There needs to be the ability to automatically allocate Tenancy Held Funds. We have a lot of tenants who pay extra to cover their water and this is a monumental task for us to have to print off the report and then allocate the funds.

  • 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.

  • 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

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