93 results found
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Pull through the room configurations from the first full inspection to the first routine inspecton
it would be very helpful and save time if the first routine inspection pulled through the room configuration from the full inspection, sometimes there are multiple bathrooms or living areas and these are named during the full inspection but then when doing the first routine none of that information comes through, requiring to be set up all over again
5 votes -
Emojis!
We would love to use emojis in our Palace document templates. This would help soften the typically rigid templates we need to send.
1 vote -
Tenant acknowledgement of letter sent advising of Inspection
Is it possible to set up something so when inspection letters are sent out through the tenancy custom views option, that a 'Read receipt' or 'confirmation request' can be there for the tenants to respond. e.g when you turn up and they say they were not aware of the inspection!
4 votes -
heatpump
Would be awesome if there was a space for us to pop in the date a heatpump was serviced so we can set up a reminder. There is no place for this currently.
5 votes -
Duplication of tenant or Property when retaining a sold property
When we duplicate a tenant/property from one owner to another as the property has sold and we've retained the management and can't use the wizard it would be good if you had the option to duplicate the diary entries etc like you can with the wizard.
1 vote -
Document Flow for Water Invoicing
When using Document Flow for Water Invoicing, we must remove the Owners name and address details on the Water Invoice and attach it to the Tenants invoice. Document Flow would be marvellous for Water Invoicing if we had the option to amend the document which is attached and resave to the document flow transaction prior to approving. At present, we have to amend the PDF before sending to Palace and then it will not match.
Please vote to be able to change the document which is attached and is ultimately sent to the Owner and tenant.
4 votes -
Tenant invoice credit document flow
Doing tenant invoices via document flow. When tenant has a credit available you are able to use the credit against the invoice.
Currently the invoice is still send out to tenant showing the full amount even if the credit has been used.
Can it be set up that when invoice is process in document flow and credit is used , the invoice sent to tenant shows the amount and the credit used and what the balance owing is after the credit has been used.3 votes -
A link in 'Transaction Entry - Payment Bond' are to view the PAL bond form
A link in 'Transaction Entry - Payment Bond' are to view the PAL bond form when making the bond payment. This would be handy to make sure the right bond form is loaded, signed and the correct details are on the form. Especially when the bond centre doesn't let us know if something is incorrect ie not signed by all parties
1 vote -
the owner doesn't want to receive invoice for EOM
Following EOM or mid-month owner payments, the majority of owners prefer to receive their statements along with invoices, while some prefer to receive the statement only without the invoices. Is it possible to set up a preference for each owner, allowing them to choose whether or not to receive invoices with their statement? This would help better accommodate the individual preferences of the owners
2 votes -
Change the "save and new" and "save and view" options around so that save and view is at the top rather than the second choice and at the bo
Change the "save and new" and "save and view" options around so that save and view is at the top rather than the second choice and at the bottom.
4 votes -
Property Reports Diary Group Report to show all data
The Report only shows 1 line (100 characters) of the Diary Entry that was entered in the Diary field, but there are 2000 available characters space to enter notes.
1 vote -
Confirmation your email has sent
Once you have sent your email (merged mail) it would be great to have confirmation (maybe in the form of a banner across the top) stating you have sent your email and to stay there for longer than 10 seconds/or have an exit out button.
11 votes -
leisa@elderstoongabbie.com.au
Add an Action to be selected to Work Orders as Work Order Pending (so we can enter the details of a work order and save it, but not send it to the tradie as we haven't yet spoken with the owner).
1 vote -
Inspection Template
Could there be an extra tab added under the Inspection Template. We'd like to have a more simplified template for owners who don't want all of the features and statuses in their routine reports. Would save time instead of having to delete out of each property report, and we don't lose the current template that is also popular.
1 vote -
Send Statement with Single Owner Payment
Add a button to send statement, when making single owner payment (LHS of Palace). We can send statements when doing bulk owner payments, but only remittance with single owner payment. Why?
2 votes -
part payment
Part payments to Suppliers - would be good to be able to make a part payment for an invoice of any rent that is sitting against the property to the supplier. and then can pay the balance at a later date.
This can be useful when short a, ie today me $65 for just over a $1k invoice, and want to keep goodwill with your suppliers on paying the bulk without having to annoy owners for extra funds or wait another week for rent payment.3 votes -
4 votes
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Diary Entry
Consider transferring records between the property's diary, owner's diary, and tenant's diary instead of deleting them if it has been done by mistakes and redoing the process.
2 votes -
Portfolio transfer and archive the resgined PM
When transferring the entire portfolio from the resigned property manager, please ensure that the archived properties under the resigned property manager are also transferred. This will streamline further actions for archiving the resigned property manager as a user.
2 votes -
Letter head for All merge document template
Could be auto generated the letterhead onto the document templates.
2 votes
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