208 results found
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Bank Import - Unprocessed Transactions report
Sometimes when doing the bank import, there are tenants who are matched BUT you know that they should not be. So one unticks them so they are not processed, so they can be processed later manually.
There is currently an Unmatched report in the bank import area and that is what it reports at present, but how then do u get an unprocessed report?
As a user, we use the unmatched report as an “Unprocessed report” and one would expect, if an entry that had been matched, was unticked, then it would be reported as Unprocessed.
2 votes -
Tenant Invoice charges -Option in Dashboard to NOT email to tenant
Is there anywhere we can tick/untick when processing a Supplier invoice via Dashboard- and we need to tenant charge- so that the tenant does NOT receive the tenant invoice via email (e.g they will be paying invoice from bond refund as discussed - however some tenants forget & pay us anyway when they get emailed the tenant invoice!) The option to untick 'email tenant' is available when we do Tenant charge via transactions screen but can't see this option when doing invoices via Dashboard.? Thanks !
1 vote -
Smoke Alarm - expiry date
Under custom views add the ability to seperate out "checked by" and "date". Therefore we can order the custom view, by what alarms are due for the annual check, and who checked it. IE, having the notify the owners who do it themselves for the DIY form. Also need to do this on custom views not reports so we can send bulk emails.
5 votes -
Bulk Email from Landlord
It would be great if we could sent a bulk email to Landlords using information from tenants.
We would like to be able to send emails to Landlords with information such as the tenants paid to dates, lease expiry dates and at this stage we cannot do this.
5 votes -
Daily Bank Reconciliation Summary - show amount out of balance
The Daily Bank Reconciliation Summary when out of balance shows the 2 balances but does not show the difference between them both, so one needs to then work this out to see how much one is out of balance before then looking for the problem.
2 votes -
Reminder for due date for creditor payment
If we have an option for a due date for invoices then have the reminder sent to PM if the invoice is due for payment or outstanding rather than getting notice from creditors.
3 votes -
Email forwarding tenant to owner - owner email address does not appear for selection in "TO"
Email forwarding from tenant to owner - owner email address does not appear for selection in "TO"
4 votes -
Can we default rent and invoice arrears list to CURRENT tenants ?
currently it defaults to ALL tenants including vacated. We hardly look at that vacated tenant arrears so it should default to current tenants and if we want to choose vacated we can select that manually. Thanks :)
4 votes -
Field to indicate owners preferred method of contact
Useful to know if the owner prefers to be texted / emailed / phoned on work number / mobile number / home number, In Rest it shows a *
4 votes -
Error pop up boxes to have some information
When something goes wrong, we get a pop up box saying error, but it gives no information, this must be frustration to the support team when we report it and it is frustrating to us. Can it have some information inside it please
4 votes -
Dashboard > Invoice tab
Add the property keep back this month field as a new column beside the Owner Balance column in the invoices tab under Dashboard.
1 vote -
Pet alert- on the main page of the inspection app
Is there anyway to add a pet alert on the main page of the inspection app to alert me or any new property manager that pets are or not allowed at the property? Otherwise it is only in a tenancy agreement and note recorded anywhere for the future. Many thanks
2 votes -
Property - Options - Extended Features
Property - Edit - Options - Extended Features
At times 'Extended Features' are created, either in error or are not to be used again.
Can we have the option to delete - as we can add but not delete1 vote -
Supplier Insurance expiry date automatically fed to Dashboard as 'Reminder'
Would be time saving & a great way to keep track, if when we enter the Supplier Insurance details & expiry date under the 'options' tab that the expiry date is fed to Dashboard as a 'Reminder' to chase up Insurance upon expiry date.
2 votes -
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
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