392 results found
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Entering sales receipt amount
As a user I'd like to be able to enter an amount to be allocated against items when creating a sales receipt rather than having to manipulate individual items to make up an amount being paid by a client (e.g. where a client has paid $1,000 and they are not using trust accounting but the advertising campaign costs $5,000).
2 votes -
GST on Account Summary
As a user I would like to be able to see the component of GST charged on invoices on the Account Summary statement.
1 vote -
Task Note Type - Meeting
Could an additional Note Type be made available for an in-person Meeting as the current options (phone/email/sms/other etc) do not quite cater for this type of client interaction.
1 vote -
Appraisal cancellation date for reports
When using the Whiteboard missed appraisals report, or using the Sales Appraisals tab to create a custom search report, it is not possible to include the appraisal cancellation date. Could this please be added?
Could it also be possible to filter Appraisals by appraisal cancellation date also?
3 votes -
Sold By Other date
When adding a Sold By Other transaction, we are prompted to enter the Settlement Date. We may not know this information, and would prefer to enter the Sold Date instead. Could an additional field be made available for this, and then the transaction date on the property show whichever is latest?
2 votes -
Printing accounting emails
As an agency that prefers to keep a physical file folder for our sales, we would like an option to print a copy of each accounting-related email that we send out of the system (For example when sending an invoice to a vendor, receipt to a purchaser, account summary to a solicitor).
1 vote -
Show Leased/Sold Price history on the property page
It would be really helpful if the property screen could show what it was previously actually leased out at or sold for. ie pull the combined figures from all transactions into the one place. That way you get a running track of the sale and rental figures over a time period.
1 vote -
Rental Advertising Campaign Management
Could we please have the same Advertising Campaign management function that is available for sales listings to be made available for rentals listings? This would be a big step forward for agencies when have rent rolls as there are few other options available for reconciling advertising invoices for rental listings (to keep track of this agency expenditure).
2 votes -
Pending Transactions - Multiple Payees
Can we please have an option made available to nominate multiple payees in a pending transaction for a Commission Invoice? This would apply for Conjunctional Sale and/or a Referral scenario where the agency wants to be able to pay the other office/referrer directly from the sales trust account (rather than transferring the full payment to the general account and then paying the conjunctional agent/referrer from their general account).
Similar functionality is currently available when processing the 'pending payment to client' transaction.
3 votes -
Adding multiple agents to OFIs
Currently if we have more that 2 agents attending an OFI and want to have this entered into their calendar, we need to either
- edit each appointment and manually add the extra agents to it
- create a duplicate OFI and set the OFI reason as 'Property Run'It would be great to be able to add as many additional agents as we need into the Inspections modal.
4 votes -
Take Photos & Upload from App
At present, a user can upload photos to a property from the web browser version of B+D; which they would generally do when appraising a property so they have a visual record of the property to refer to later. Now that an agent can appraise a property from the app, it makes sense for them to be able to take a photo via the app and upload it directly to the property; rather than taking photos, downloading them to their computer and then uploading them to the web browser version.
This functionality will be critical for property management in future…
1 vote -
Additional building/project details
Can we please have an option to be able to enter building/project details that are applied across all properties are linked to a building?
For example:
- Body Corp Details/Manager
- Amenities
- # of apartments
- Known issues
- Year built
- # of storeys
- Car park style/entrance instructions (e.g. stacker or need swipe to enter)
- Title details (e.g. apartments and car parks/storage on same title or not and also if parking is under a lease arrangement, company title etc etc)
2 votes -
New Payment method Online Payment to be displayed on Invoices
We would like to be able to add a new method to the payment section in Office settings (Settings->General->Office) called something like 'online payment', which includes a field for the payment URL.
2 votes -
Unsubscribe options for blast emails
It would be useful to be able to present contacts with the ability to unsubscribe from different types of blast campaigns.
For example to unsub from a newsletter, but retain subscription to auction reminders and OFI reminders.Currently users can only unsubscribe from ALL blast emails.
6 votesHi Supporters,
The Product Team are reviewing your suggestion
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Support bulk adding addresses with letters in the unit field
Being able to add a large number of apartments or units at the same street address is great, however if the apartment number contains a letter this function doesn't work.
For example: "101-105" works to create 101, 102, 103, 104, 105.
but there is no way to bulk create G101, G102, G103, G104, G105 all at once.2 votes -
Increase character limit of ledger name
Our auditor has requested that we name our ledgers to include the address and vendor name, but when they are an Estate of *** or Power of Attorney these can be very long and will not fit in the current 50 character limit.
3 votes -
Batch print Task letters
As a PA who needs to produce dozens of letters each week for completing sales (amongst other things), I would like to be able to select all such Letter Tasks within a certain timeframe, and bulk print them all at once.
1 vote -
View contact filtering on pending blast emails
As a marketing or database manager, our agents must seek approval when sending a blast email to a larger group of contacts, to ensure they are sending appropriate messaging to the right recipients, and not accidentally spamming our entire database.
It would be extremely helpful to be able to view what contact filtering the agent used while I am viewing the pending blast email, so that I can easily identify whether they have done so correctly. Just knowing the total number of recipients will only help me so much.
5 votes -
Configurable Common Notes
As an agent who regularly contacts my client database and adds notes to their timelines, I find I am often entering the same note text over and over again for similar scenarios.
I would like to be able to configure my own custom list of common Notes so I can choose one from a drop-down list rather than have to type it out in full.
Similar in function to how I can select the note type from a drop-down list, however I want to be able to configure the list myself as I can for Sources.
1 vote -
Legal name field
Would it be possible to have the legal name of a contact pull through as the name listed on all documents generated - ie account sale reports, instead of just the general letters.
Otherwise just the client 'name' appears which may not be sufficient for accounting / legal purposes on all documents.
You do not always need to input a legal name, however when you do it is often because it is required. And you would want this legal name to pull through to all documents relating to this client/sale.
ie; If a Legal Name is available, use the Legal…7 votes
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