Transaction Details Failing to Display Complete Monthly Breakdown for Delinquent Tenant Payments
bug-verified
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James Perez
Reported by: Rhonda @ Trojan Storage
Issue:
* Below are three scenarios I replicated, where this issue is present:
- Tenant with PTD: 02/28/2025 -> Pay off balance plus 1 (or more) month(s) -> Transaction details breakdown the information for future months, but it omits MARCH and any other transactions that aren't Rent
- Tenant with PTD: 01/31/2025 -> Pay off balance -> Transaction details lists the full outstanding balance being paid; no breakdowns
- Tenant with PTD: 01/31/2025 -> Pay off balance plus 1 month -> Transaction details list only the breakdown of 04/01/2025-04/30/2025
Expected Result
: Delinquency payments should always display the full breakdown of what's being paid.Actual Result
: Delinquency Payments do not always display the full breakdown of what's being paid.T
Tony Gardner
Andre Hadzi-Pavlovic I think we need Rhonda's input on how she envisions this working in QMS and then we can tailor a feature request to address those needs. As you said, we can discuss on our roadmap call on Thursday to get her thoughts as well as others on the call, then I will create the request and it can be prioritized as needed.
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James Perez
Tony Gardner I'll leave this up to you, but let me know if you need me to do anything.
But I understand what Andre stated, and I'll let others in Support to treat this as a feature request if it comes up.
A
Andre Hadzi-Pavlovic
Tony Gardner James Perez Ervin Isljami What Michal noted is correct. We can't duplicate line items from one transaction to another. Tony, we moved to a transaction grouped approach for line items a long time ago because there were complaints that seeing multiple line items in the transaction history was too overwhelming. Moving to this approach meant that the charges transaction is independent of the payment transaction as the charges were created earlier (as it is in this case). This item is not a bug. I think the solution to Rhonda's issue is to create a feature to address this by either A) enabling the ledger for a specific time range to be embedded into a document 'receipt' (so you simply see line item charges and payments) or B) having an option to generate a payment receipt that shows only those line items that are marked as paid with that payment. In either case, we will need to prioritize this during our roadmap meeting with Brett and everyone else.
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Tony Gardner
bug-verified
J
James Perez
Tony Gardner