1182 results found
-
under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
8 votes -
Add property address to authority transactions in bank reconciliation
When reconciling multiple bonds, bond top-ups & pet bonds, it would be helpful if the property tree authority transaction also included the property address, which is entered by the property manager when processing payment to the bond authority.
3 votes -
Property Receipts - Account Selection Order
When entering a Property Receipt, the account selection is in a random order. Can we have it alphabetical. I can see this was requested previously but didn't get much interest - it is likely not something many PMs need to access but those that do must find it frustrating and a pain point that could easily be fixed pretty please :)
3 votes -
Owners Statement
An owner has requested that his statement has the EFT details of payment removed for fraud purposes.
Currently the account number is partially blanked out where you can only see the last digits.
We would like the option of a statement where this is removed completely for those owners who have security concerns.
3 votes -
Archiving a tenancy when management is lost
When you have a lost management and this is ticked in the property, you should be able to archive the tenancy without putting in a vacate date as technically they have not vacated. This would be useful if the tenancy has a rent credit and the ownership has already received the funds.
28 votes -
Suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing
I’d like to suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing tags.
I believe this would greatly improve usability and should be relatively straightforward for your team to implement.
3 votes -
Trigger for Tenant Receipts
Have the ability to send a tenant receipt when funds have cleared not when the bulk direct debit batch is processed.
Send an email to the tenant to advise the direct debit has been processed and once the funds are cleared, you will be issued with a tenant receipt. Once the clearance days has passed and banking has been completed, have the option to send tenant receipts for cleared funds.
This avoid having to manually send it when doing the bulk direct debit (which sending them is manual and can be forgotten) and also it is manual to send the…
1 vote -
Pay Agency
Do not allocate the management fee until the rent as cleared.
I am finding that with direct debit, the management fees are being allocated to the agency and if you pay the agency these are paid out before the funds are cleared.
PT does not release uncleared funds to an owner so why release the management fees to the agency when the rent has not cleared.
1 vote -
A recycling bin if you accidently delete something important
A recycling bin if you accidently delete something important
4 votes -
Remove Uncleared Funds
Remove uncleared funds from the landlord end of month statement.
Feedback from clients is that it is not relevant to have this on the statement as the funds are not cleared so how is it relevant to report at end of month. If the funds clear it will appear in the next month which is how it should be.
I have also had this feedback from clients who have large portfolios have their accountants have requested the same thing.
1 vote -
Reply to an email and use a template
To be able to click on reply and select a template to use for your reply.
This would save going into the template, copying and then pasting in your reply.
A lot of replies to emails are template replies and having this feature would save time and make emails more professional. Thanks.
7 votes -
Missing Invoice Alert
We should received a notification email to list out all of the quarterly invoices that we are missing on for quarterly invoices like Sydney water, strata levies and other quarterly invoices that we should entered. This is very important to alert us as agents that we should be receiving these missing bills on a quarterly basis and to avoid interest charge on the invoices.
6 votes -
Find Profile - Filter by Property Type (Commercial / Residential)
Under "Managements" -"Find Profile" a "Type" of profile to select should be Commercial. Currently we can only choose "Properties" which filters ALL properties. "Type" of profiles to search to be added could read Residential or Commercial. Adding Tags to properties not ideal.
5 votes -
New Zealand Bonds: API for lodging bonds with MBIE
It would be great if there was an integration with tenancy services (MBIE) for when the new online bond lodgements become available at the end of November 2024 so we can bulk load bond lodgements
11 votes -
Archive for documents tab
When in documents tab it would be of great use to have an archive folder so that old or expired documents can still be accessed however current documents would be quicker and easier to find.
5 votes -
Tenancy ID merge field for Rent Increase Auto Communication
An enhancement to our auto communication templates for rent increases. It would be incredibly useful to include the Tenancy ID as a merge field in these templates.
This addition would streamline our process, especially in cases where tenants are paying their bond top-up directly to us. Having the Tenancy ID clearly referenced helps ensure payments are correctly allocated and reduces the risk of confusion or mismanagement.
We believe this small change could make a big difference in efficiency and accuracy.
2 votes -
Include the date in the Maintenance requests tab, so that one doesn't have to physically open the maintenance job.
Include the date in the Maintenance requests tab on the profile, so that one doesn't have to physically open the maintenance job.
2 votes -
Edit list editor
Currently you can add categories to the 'List Editor' section in PT but you cannot disable categories you may not use causing the list to be extremely long when sorting and allocating documents you are saving etc.
It would be good to be able to untick categories we may not want to utilise.
1 vote -
Flag communication emails and auto completing
Being able to flag emails in communications that you may need to come back to but don't want to forget.
Emails automatically completing themselves after a certain time frame e.g. 3 months.
2 votes -
Would love to be able to add 2 or more Tenant details to a work order instead of just the one Tenant details.
Would love to be able to add 2 or more Tenant details to a work order instead of just the one Tenant details.
12 votes
- Don't see your idea?