1209 results found
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'Send for Signing' option for end of month reports.
'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.
7 votes -
Business Role Access Permissions Report
A report showing all user permissions assigned to each business role, including both PT default and customised roles, would be highly valuable. This would facilitate permission audits and improve oversight of access controls, especially where multiple custom security roles exist.
1 vote -
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
3 votes -
Should be able to delete cateogories in notes
Should be able to delete cateogories in notes
1 vote -
Can we have the option to turn off auto invoicing for individual commercial tenants
When setting up a new tenant without knowing the exact paid to date, can we be able to TURN OFF the automatic invoicing for rent/outgoings
6 votes -
Invoice Automate – Ability to add notes to future invoices
Having the ability to add notes - used for internal use, such as instructions - to future invoices (e.g. if there are 2 water meters).
We’ll require this feature after an invoice has already been approved.
Currently, to add a note we need to create a dummy invoice with a dollar ($) value, then approve and delete it in PT before it is paid.
We need to be able to add something in the backend and ensure it is working for when the next invoice comes through.
2 votes -
Multiple Account Codes on a Creditor Invoice
Having the ability to add more than one account code to a Creditor Invoice.
For example, for creditors who are carrying out multiple jobs and providing one invoice. And the different jobs require different account codes (e.g. plumbing, tiling, electrical etc).
We currently have to upload the invoice as many times as a different account codes are required, and split the invoice amount.
Can there be an option to add a additional line items, with their own account code, so we don't have to split the invoice?
This feature already exists for Tenancy Invoices, but not for Creditor Invoices.
2 votes -
Subject line, addresses. We have multiple owners/properties.
When sending emails from the system can the property be mentioned in the subject line. We have multiple owners/properties.
1 vote -
workflow
The ability to simplify workflows and to reduce the amount of tasks within a workflow. One task that has more functionality ie. more shortcuts to actions in property tree and ability to have more than one hyperlink
1 vote -
Workflow due date
The team are getting overwhelmed with the amount of tasks within a workflow. It is time consuming and difficult to schedule them due to the way the workflows are set up with a start date. Would be great to have a due date to work towards that triggers the tasks within the workflow based on the completion date. For example a lost management workflow - could be 30, 60 or 90 days.
1 vote -
Notes on receipt
Include a more standout noting system when receipting tenants rent to ensure rent/advanced water is receipted correctly if paid in a whole payment. Too often is advanced water being receipted to part payment and tenants want it cancelled and re-allocated.
1 vote -
2 votes
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Bricks and Agent - Change of Property Manager
When their is a change of Property Manager the records in Bricks and Agent change, historical posting of jobs should remain under the name of who posted the job.
1 vote -
Owner contact Card
In the owner contact and under Statement Information, the statements and Expenditure Reports are currently combined. This should be separated with a choice of either of both as not all owners request an Expenditure Report as they don't want to be charged, at the moment it cannot be turned off as if it is then they don't receive owner statements
1 vote -
Enable creditor credits to be entered
When a creditor gives a refund (credit) against his original invoice.
It would be good to allow the credit to be entered against his previous invoice or on his ledger.
Even if it leaves a credit balance on the creditor.2 votes -
Deletion of data
I would like to suggest that documents are automatically deleted from the file if archived 7+ years - to be in alignment with privacy requirements
OR
Report to be generated showing files that have been archived for 7+ years so we can review and delete documents accordingly2 votes -
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 -
Option to bulk edit & close Ingoing inspections
As you are able to bulk edit and close routine inspections in Inspection Summary, also have the option to do this for Ingoing inspections (for apartment/co-living accommodation configurations).
2 votes -
Attach Photos to Meters in Consumption (property profile) to assist others to locate them. Up to 3 photos. Next to Description.
Attach Photos to Meters in Consumption to assist others to locate them. Up to 3 photos. Next to Description.
I already put the location in the description filed but... Morons...
2 votes -
Option to issue statement / remittance advise for bpay creditors
Bpay creditors do not receive statement / remittance advise after payment. It will be good if we have the option of generating statement / advise to confirm the payment status. Real life example, we need to order a security key from Strata urgently, payment sent through bpay but Strata asked for a remittance advise which we are unable to provide.
12 votes
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