104 results found
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Be able to sort property addresses properly. Another tab required for Building Level. Need to be able to sort by street addresses and number
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Trying to do water meter reads and inspections in high rises with a list out of order, very inconvenient.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
8 votes -
Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.4 votes -
income and expenditure reports
It would be good if all invoices for maintenance etc and money spent on the property throughout the financial year be attached to the Income and Expenditure report for owners.
2 votes -
Add further columns in the Find Property Management Profile search page
so that you can sort by things like commencement, lease start, lease end, rental amount, bond amount etc. when looking at all properties
2 votes -
2 votes
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Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
37 votes -
Workflow Search Results – Add “Next Task Due Date” Column
On the Workflow Search Results view, where all open workflows can be viewed, it would be extremely helpful to have the option to add a “Next Task Due Date” column to the results.
The existing Workflow Due Date column is very useful, however, the overall workflow due date does not always provide an immediate indication of when the next action within that workflow is required.
Having the next task due date displayed as an optional column would allow users to see, at a glance, which workflows require attention next, without having to open each individual workflow to check the tasks…
1 vote -
Minimum Standards TAB
Create a Tab on the property file to have details about Minimum standards check similar to the compliance tab to see if it has been passed or failed and date/ also a section to be able to save report
1 vote -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes -
New Drop Down under Inspection Type
Inspection Type - if " Remote " can be added.
3 votes -
original management authority date
We get our management agency agreements updated and resigned when we increases fees or make changes. It would be good if under the property section, then the DETAILS TAB and under PROPERTY MANAGEMENT INFORMATION there was
- Original authority start date
- Current authority start date
- Management gained date
- Gained Reason
19 votes -
Management Authority Overview should be able to view list by property suburb, so staff with portfolio can see what they have in a suburb
Each staff that has a portfolio, want to search and have a list by suburb, not just by owner or start of an address.
This helps with seeing how many in a suburb each staff manage, they can attend all properties in a suburb ect.
3 votes -
SMS Unsubscribe Report
Property Tree has the option to generate a report for contacts that have unsubscribed to email however not SMS.
3 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
turn off automated reminders
It would be great if we could select to have automated reminders off on weekends and public holidays. Currently we have to manually turn off on a Friday and back on Monday. To have an option to have them automatically switch off for these times would be fantastic and stop a lot of abuse and grumpy people emailing to say a payment has been made and we don't receipt over weekends. Despite having an automated email advising everyone, they don't seem to read these.
2 votes -
automated report generation
able to automate report generation for rent arrears and be sent to property manager's email. this way, they will receive weekly reports on their emails.
1 vote -
Routine Inspection
Completing an audit on last inspection - instead it being all last inspection date.
Ideally we would like to update this last inspection date for a routine or ingoing or outgoing etc. NOT what was completed last on the system.
1 vote -
Exclude Vacant “Not to Be Re‑Let” Properties From Reporting Without Archiving
Introduce an option to mark a property as “Inactive – Not to Be Re‑Let” (or similar), allowing it to be excluded from vacancy, management, and KPI reporting without requiring the property to be archived.
1 vote -
tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
2 votes -
New column on the Inspection Summary report with name of previous inspecting agent.
It would be useful to have another column on the Inspection Summary report with name of previous inspecting agent.
As inspections are often alternated between the portfolio Property Manager and support staff, it is impossible to see at a glance / without changing / bulk assigning, or viewing old reports in the inspection program.
1 vote
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