134 results found
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Supplier Screen: ability to add practicing licence and Health and Safety policy information
To ensure suppliers have the required compliance before allocating work and to enable us to monitor where insurance or licences are expiring. Add in the supplier edit screen fields for this information and add merge fields to be able to report off.
3 votes -
Check out keys before archiving a property
It would be great if you had to remove the key from the system before you archived a property. At the moment you cannot archive a property unless the key is checked in, but unless you have actually removed the keys from your key cupbaord and given them back to the owner when we go to generate a new key we often find there are keys hanging up on that number already and then you have no idea what the keys are for and they end up in the bin.
3 votes -
New supplier with no bank details
When loading a new supplier it would be good to be notified if bank account number is not entered like when you load a new owner
3 votes -
Download Report when receipting monies for rental invoice
When tenants pay for water (in the office or over the phone), we have to go to the transaction history to generate a copy of the receipt. There is now "download report" option as there is when rent is paid so we can print a receipt.
3 votes -
Receipt - Multiple
Be appreciated if when doing a manual multiple receipt, the tenant information shown was similar to that when processing a receipt via Bank import. i.e. I am about to pay the final rent to vacate for tenant, plus ,money towards an invoice, but on current screen can not see confirmation of the rent owed to vacate. Either need the summary at the top or the extra tab like the Receipt Rent has
3 votes -
Move things around in diaries - Ability to edit the Diary entry name
Would be great if you could move (drag) items around in the diary so they follow each other in a logical order eg if an owner accepts a quote via email and you activate the work order then drop everything else into the diary from outlook that related to that work you could shuffle them into the correct order
3 votes -
Add Last Inspection Date to Property Custom View column choices
In the Property Custom Views, we can currently choose the NEXT INSPECTION DATE for one of the columns.
We would be able to get a much better and more user friendly report to have the LAST INSPECTION DATE if this was available to choose from. Can we please get this added as it comes up in the standard Inspection report, so must be available.
3 votes -
Make Work Completed Action on Work Orders show under Closed Work Orders
If a Work Order is completed, then it should show up under the Closed Work Orders rather than the Current Work Orders when you filter them.
When you are tidying up the database, its annoying to have these WOs still showing up.3 votes -
Flag duplicate invoices from being processed based on invoice details not the month sent.
I've recently been advised that duplicate invoices will only be picked up by Palace and not processed if they arrive in the same month. This did not use to be the case and there are lots of times that a copy of an invoice will be sent in again in a different month. I'm not sure when this changed, but we have wondered why we are getting some double up of invoice payments, and recently a lot of them, which takes a lot of our and tradies time to identify, remove and get money back. Please revert to how it…
3 votes -
Option to add PM when creating a new inspection on a new tenancy
When adding a new tenant, a pop-up box asks if you would like to create a new inspection. When you create the new inspection it is created under the name of the person who is logged in rather than the PM. It needs to have a dropdown option so you can select the PM at the time you are setting up the new inspection
1 vote -
Move the Month End Button
The Month End button is directly under the Reconciliation button and is difficult to undo if you accidentally hit it. It would be good if it was at the bottom of the page so is less likely to be hit unintentionally.
1 vote -
Add Work Order Button to Property Diary
Add Work Order Button to Property Diary along the left side under NEW ENTRIES where Email, correspondence etc are
2 votes -
A Report showing the Smoke Alarms information used between tenancies
When a tenancy vacates, smoke alarms are checked between tenancies. In Tenancy Agreements, (we use TPS), we need to enter in the smoke alarm locations/type of smoke alarm/expiry date/new or used and date of checking the alarms and who has checked them. Tenancy Agreements for incoming tenants are generally prepared well in advance of a tenant vacating and this information is never available until just prior to the tenant moving in. We manually type this information for each new tenancy, that forms part of their Tenancy Agreement. I would like to see a simple report that can be printed, similar…
1 vote -
2 options (Water trust and Deposit in trust) to allocate to tenants invoice when charging
Processing Invoices in Document Flow, when charging tenants, being able to choose 2 options to take the money from their trust. At the moment I can only choose one so have to manually assign to tenants invoice after it has been approved as we have Advance Water Trust and Deposit in Trust (if I remember - if I don't I have to clean the assignments up as I see them). Would be great if I could tick both and then I don't have to go back and assign manually.
1 vote -
Sender's email address on the EOFY statements
It would be helpful if the EOFY statements showed as coming from the PM email address rather than the person who is generating the statements - the same way that the EOM statements show as coming from the PM and not the person running processing EOM
2 votes -
Adjust Expense Type in Work Order When Adding An Invoice
When adding an invoice through work orders you should be able to adjust the expense type not what is just attached to the suppliers details as sometimes they do have different job types you can pick. Expense types do not even show on Work Orders
2 votes -
Separate 'comments ' boxes for landlords and one for inhouse
Currently any comments entered into the 'Comments' box show on the landlords statements. Sometimes we would like to add comments to a transaction to explain why or what the reasons are behind them, but because they show on the owners statements, we can't.
Could we have separate boxes where we could enter any 'inhouse' comments and landlord comments separately?
2 votes -
Restrict Access to Certain Custom Views
It would be helpful to be able to restrict access to certain custom views. There are several we use with sensitive information that we don't want some users being able to access but as they are a custom view they are open for anyone to download - Old Palace Live function
2 votes -
Selecting multiple property managers under the inspection tab
When going to property inspections, the only option is to select all property managers or one at a time. I would like an option where i can select specific property managers at the same time (under the property manager drop down). Basically selecting some and not others (but not all). (Radio box format for selection)
2 votes -
Stamping all invoices processed
Suggest that all invoices processed through Palace are stamped to show how this has been processed by the PM. This will prevent an owner paying a supplier twice when they receive their EOM payment, or questioning our office on a tenant charge awaiting processing from Bond. Our problem area is suppliers are receiving multiple double payments at EOM processing, we need to eliminate this headache as it is time consuming for all.
2 votes
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