1057 results found
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Outgoings Reconciliation- Invoices automatically added to Owners portal
All invoices paid or added to property tree or Invoice Automate automatically added to the owners portal under their own section so that you can give the owners auditor access to their portal to access all the invoices for reconciliation without having to request the information from the agents.
5 votes -
Email Format / Layout
When you open a email in communications where there are multiple replies, it goes into different clickable sections separate each email like a conversation in outlook emails.
It puts the communication thread out of order and is not that user friendly.
When you look up emails in communications, you are then clicking on the email icons for that thread to try and find the email you are searching for. It makes the process a little clunky.
For readability and user friendliness, if it could read like a normal email in outlook without having to click into different sections of the…
3 votes -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
7 votesIf using the communication platform, we are working on allowing new portal messages into the inbox.
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WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
3 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.8 votes -
Automated Owner Invoice Overdue Notifications
Feature Request: Automated Owner Invoice Overdue Notifications
Property Tree already offers strong automation for arrears, inspections and maintenance, but there’s a gap when it comes to ownership invoices.
I’d like to propose an automated workflow that triggers when an ownership invoice becomes overdue, with the ability to send a branded email reminder to the rental provider. This would be particularly useful for items like landlord insurance renewals, smoke alarm subscriptions, compliance services and other owner-funded invoices that require timely payment to avoid lapses in coverage.
The key elements that would make this feature valuable:
• Event trigger: Invoice becomes overdue…
4 votes -
Expand email screen size
Requesting the ability to increase the size of the email template screen (similar to this option which is available in Notes by dragging down the triangle/dashes in the bottom right hand corner)
Driving me mad not being able to see the entirety of my email when composing.
THANKS :)
3 votes -
have different defaults for routine inspection frequency for different type of properties
have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently
9 votes -
Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
55 votes -
The ability to generate separate credits for Commercial Tenants
Can we have the option to create multiple credits against a tenant? Only 1 credit can be created for future invoices at the moment which is tricky when it might apply to several different types of charges - ie Rent, Rates ,Insurance. The ability to recoup this from future ownership funds to refund to the tenant rather than have to process the refund as a creditor payment would also be better.
4 votes -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts4 votes -
Be able to "turn off" automatic communication (arrears) to individual commercial tenants
Be able to individually select commercial tenants who you do NOT want an AUTO COMMUNICATION - rent arrears letter to go to. Commercial tenants often have tailored payment plans, or waiting for something to trigger a full payment or "credits" that have not yet been created (examples only). It would be great if you could tick a box like we do for "Receive Invoices" or "Receive receipts" in the set up section.
Surprising how upset they get when they receive an email (auto or not)
1 vote -
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.
9 votes -
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
4 votes -
reopen emails in communications tab
Can you re-open an email that you have sent via the email icon on a profile to continue to thread? ie. you want to follow up on prior email sent as no response without starting a new chain.
I cannot see an option for this only an option to reopen if you specifically sent it from the communication platform via "compose" message and go via filtered complete items.
2 votes -
'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.
4 votes -
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 -
Charge tenant fee by percentage
Would love the ability to charge a tenancy fee by percentage.
13 votes -
Change to rent allocation rules
If rent does not match do not allocate payments to invoices but instead put overpayment into Held Funds.
10 votes -
Auto email work orders for compliance items ie fire, thermoscan, backflow checking
It would be great if work orders could be automated for the regular compliance items as it is so time consuming. Things like 6 months fire checks, annual backflow testing, annual thermoscans.
2 votes
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