120 results found
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Email Invoices to owner directly from Works order
Emailing invoices directly from the Works Order to the owner
2 votes -
Maintenance Fees Overides, we need a if this $$ then 10% or if that $$ then $10 option please
I know you can do a $10 overide on Watercare for example, but what we need is the option of "if then that". So where a water invoice is less than $100 then 10% maint fee applies, but if the invoice is above $100 it can be capped at $10 flat fee. Our BDMs like to offer special fees to customers.
1 vote -
leisa@elderstoongabbie.com.au
Invoice Owner when No Funds are Held - can we do an invoice that still comes up in Pending / Insufficient Funds to an owner (for removal of advertising, etc) when the owner has no money? Would be good for the invoice to be emailed to the owner as it would if the owner had funds, otherwise we need to do a manual invoice which is more double handing.
1 vote -
invoice tenancy
When adding a tenancy invoice for water there is only 5 sections to allow us to add individual expenses seperately. Would it be possible to add another 3 or 4 as some water bills have multiple expenses for the same type eg: water usage can take upto 6 sections, and then we need to add the supply charge. Hope this makes sense. Thank you 😊
1 vote -
Account Property Charges and Supplier Charges Dashboard
If multiple accounts personnel are involved, is there a way to display all unprocessed charges collectively on the screen, so they can easily identify any potential duplicate entries? do not need toggle each account person.
1 vote -
leisa@elderstoongabbie.com.au
When you do invoicing (Suppliers and Tenants) can an alert come up when an attachment is too large. It would save a lot of hassle to realise that the issue was being caused by a large attachment and nothing further.
1 vote -
1 vote
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Note
Would be good to be able to see notes as a rolling document and being able to scroll rather than individual items and then having to click into each one to look, this is more for SDA.
1 vote -
Show PM on Receipting Screen
It would be great if the receipting screen showed who the PM is as some PM's charge commission and some don't.
1 vote -
Web Link
Hi Palace,
Every time when a property listing is published on our website we need to add the web link manually to the Palace so that it reflects on Trade Me Listing.
Can it be automated so that whenever a property listing is published the URL from our website gets automated on web link field on Palace instead of adding it manually.1 vote -
Owner bank accounts report is not secure data
The Owner Bank accounts report should come under "Special Reports". I have discovered that all our users can access this report, which has no options and contains owner names, addresses and bank account details for the FULL PORTFOLIO, not just their own properties. If this report was recorded under special reports we would be able to toggle off access via the user authorities.
1 vote -
Archive Owner alert when arching property
When archiving a tenant then the property it would be handy to have a pop up to remind you to archive the owner if it's the only property they have
1 vote -
Custom View in Transaction List
When processing transactions, it would be fabulous if we could see the properties listed in the 'details' column instead of the tenant. Reason being, we have the same corporate tenant in many different properties. When manually processing rents, there is no way to review which property the rents have been allocated to to ensure no mistakes have been made before 'processing'
1 vote -
Quick View (recent clicks)
There should be a Quick View on the the side panel underneath the "financial, supplier, tenancy tabs. This should have RECENT clicks, for example: a property you were recently in or a tenant you were recently looking at.
It's annoying when you click "back" and you have to search the property again. It would be good just to have a list of about 5 or 10 recent clicks (similar to the quick access panel in Microsoft folders)1 vote -
Within 12 month warning on reminders screen when doing a rent increase through here.
When doing a rent review through the reminders screen, it would be good to have a warning if the increase is within 12 months of the last one. You can see the last increase date on the screen but if you miss it, there is no warning. If you do an increase via the tenant screen, there is a warning. It would be good to have the warning also in the reminder screen as that method calculates the new increase date for you.
1 vote -
In the Social Module - remove the dropdown for the "Interpreter's Language".
In the Social Module - remove the dropdown menu for the "Person Details - Interpreter's Language" so we can enter the language ourselves. For example, we have many ESOL Pacifica tenants, but the current languages listed in the dropdown don't include them. Would be nice to be able to customise.
1 vote -
Email options in repetitive charge from diary
In Diary, you have given the option to raise reoccurring invoices, but you haven't given the option to choose to email the invoices or not. as some of the customers don't want to see same reoccurring invoices every week. Can email invoice to customer become an option rather than compulsory like when you raise manual one-off charge in transaction, you will have the option to decide whether to email this invoice or not.
1 vote -
Increase or control minimum password length
Having minimum 8 characters and no multifactor/2factor is not secure enough for a platform that stores customer identity information such as passports and drivers licenses. We should be able to control the minimum password length for our organization.
1 vote -
Intergrate with Vero or Quickbooks
Some clients have requested that Palace integrates with Xero or Quickbooks to make it easier for tax purposes and for accountants to access information quickly.
1 voteXero integration is currently in EAP :)
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Custom Views - show on report or do not show on report slider button
Currently when creating a custom report all columns show on the report - would be great to have a show on report slider to select which items should show - especially when it comes to filters i.e Archive Status, Property Status etc. These can be filtered out if using excel but not if using pdf
1 vote
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