88 results found
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Find Creditor Invoice - Filter for Paid date from/to
Love the improvements to Find Creditor Invoice Search over the years. New search can include Due Date From and to. Could we have option for PAID dates
3 votes -
Update to options for Statistics Report
Would be wonderful if we could produce a Statistics Report selected by Tag.
This would allow us more flexibility in Reporting monthly data.
Thanks.
3 votes -
Column headings on all forms should be display on each page
Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.
3 votesUpdated and ready for votes
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Increase font size on batch payment reports
Hi can you please increase the size of the font on batch payment printouts. It has decreased in size since February update and is too small. Also I would prefer to have my lists printed in alphabetical order and not dollar amounts.
3 votes -
Print the Tenancy Overview Report
Tenancy Overview, option to Print. Also to have tenant contact details on the report. Ability to send to all contacts not just main contact
3 votes -
Dashboard – automatically display search results without having to click ‘Search’
When accessing a report page from within a Dashboard, it should automatically show the search result (report/grid) based on the filter selection made on the Dashboard.
However, to get the actual search result (report/grid) on the report page, a user has to click ‘Search’ first.
This is an unnecessary step, as the filter selection has already been made, and by clicking ‘View’ on the Dashboard, the user is confirming what search result they want.2 votes -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
2 votes -
2 votes
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When searching for a street address e.g. 20/20 Sample Street, for the address to come first before anything else
When using global search for a street address e.g. 20/20 Sample Street, for the address to appear in the search results first before anything else
2 votes -
property sorting filters
The sorting of properties is currently numeric, based on street number except when searching under creditor invoices where it sorts alphabetically. I can't speak for other offices but our hard files are sorted alphabetically, why can't this option be available across all reports?
2 votes -
To develop a report that lists owners that receive flat monthly payments
To develop a report that lists owners that receive flat monthly payments
2 votes -
Team Leader Version of PropertyTree weekly agency overview
A weekly generated email to the Team Leads, similar to that of the PT weekly agency overview would be great - outlining where their staff and portfolio's are at.
Providing a view to on a Monday morning would be extremely beneficial in setting their management week week up for success.
2 votes -
Download agency ledger as a csv
Download agency ledger as a cvs as this is the report that gives a line item breakdown of each period's agency statement. The fee report that CAN be downloaded has to be adjusted for GST AND always has some reconciling items due to part payments.
2 votes -
Dashboard lease expiry
Would be great if once a vacate date was entered in the property only shows in the vacancies dashboard instead of showing as an expiring or expired lease. Seperates what leases you are still in process of following up and finalising to which properties are not renewing their lease.
2 votes -
EOFY Summaries in a spreadsheet format
We have had a lot of owners request for their EOFY statements to be sent to them as an excel file rather than a PDF file.
It would be great to have this option to generate the statement as an excel file - if and when required.
2 votes -
Export vacated tenancy report
We are required to run vacated tenancy reports monthly, quarterly and required. We also have multiple housing programs and have different reporting needs.
We currently have to keep our vacate files open until the following month before archiving to capture how many vacated in that month.
We lose the benefit of being able to archive immediately because we cannot run historical data once archived.
A feature that could be added to BI??
1 vote -
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
1 vote -
Sort orders - property and rent amounts
When looking at 'tenancy leases' in the dashboard, the 'sort by property' column sorts according to street number, not street name. This is rather useless.
Similarly, the 'sort by rent' column sorts based on the first digit not the total value of the rent. Again, this is useless.
The addition of an ownership column would also be very useful.
Addressing these items would be a great time saver.1 vote -
Split past & current tenant arrears on dashboard
For the purpose of seeing both vacated & current tenants arrears at a glance
1 vote -
Allow to colour code boxes
Options to colour code white boxes.
The multiple white boxes throughout the Agency tab are hard to identify such as Arrears, maintenance etc.
I would suggest the option to colour code the boxes, for example arrears box red, maintenance blue etc. Coming from Property Me this system is a lot harder to navigate.1 vote
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