1057 results found
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Rent Increase notices integration with REI Forms doesn't populate relevant fields
So when doing rent increases the system upgrade suggestions are as below.
- The system doesn’t populate the second and proceeding tenants.
- The system doesn’t populate the rent increase amount or date of increase even though the information is populated in PT
- The PT system names the file as Notice of Rent Increase11 Esher Street, BurwoodMaria Falguera & Leonardo Falguera_Ref-0045608940.p but wont allow you to save it in PT saying it includes invalid characters, then why doesn’t the system name it something compatible. They created the system.
So we have no choice but to save the notice to property…
16 votes -
Portal communications alert to be relevant to the property manager that is logged in
The envelope alert should only be shown when the message is relevant to the property manager/user that is logged in instead of showing alerts for any message that comes in to the whole company.
4 votes -
Ad hoc letter needs option for the Property Manager to be the sender so they receive letters from their agent not junior staff
We are finding if needing to send a message through to owners with attachments or a body of text that can be edited (eg. rent review/lease renewal suggestion ad hoc message) which is specific to their property the email message includes our admin as the sender. I think it is really important to have something like this coming from the person managing their property rather than the staff with less experience displayed as the person sending the message, it would also create less confusion so when they reply it comes straight back to the property manager
2 votes -
Auto update compliance register
When we receive an invoice updating compliance, have a tick box (like the one we use to close maintenance) to update the date that the compliance is due.
33 votes -
Additional Merge Fields
Would like more merge fields to be able to add to communication templates such as Key Numbers, Inspecting Agent, Inspection Day of the Week, Days Overdue, Strata details, Alarm Code, Bond Top Up (outstanding amount being difference between required and held)
57 votes -
map fees to rei
Merge fees and charges from property tree to REI forms. This would save so much time when having to do new agency agreements for existing owners with the same fees and charges carrying over.
3 votes -
Be able to add a second purchaser to a sale (without having to rescind a buyer).
Please enable a feature to be able to add a second buyer to a property. We often have multiple buyers on a property and a contract not rescinded until the other exchanges, so it would be good to have all deposits held under one property instead of having to recreate the property as a separate entry.
5 votes -
Customise User Access to a specific Trust Account
Ability to customise User Access to a specific Trust Account within the same PT database.
For example, there is more than 1 trust account configured (e.g. multiple Rental Trusts, or separate Rental and Sales), however, users should only have access to the data of one/some Trusts within PT, but not all.14 votes -
Direct debits - allow for edits to amount during the process
Direct debit - enable the accountant to draw a direct debit for any portion of the rent / outgoing/invoice associated with a tenant by changing the d/d maximum amount - which when drawn can then be applied how chose.
Particulary important with tenants in financial distress or arrears where the current configuration does not permit an easy transactional process.4 votes -
Filter Communications by Portfolio
Currenting in the Communications you can filter assigned to me or company, we are a larger office with 5 portfolio's it would assist with being able to filter by portfolio. 1 to monitor each portfolio on how they are tracking with response. 2 if a staff member is off sick or on leave another team member can filter there communications and action accordingly.
12 votes -
Income an Expense Report Specifics
It would be helpful if on expense reports it displayed all the transactions/invoices under each account for example
Repairs and Maintenance: $500
Invoice 281: Fixing Washing Machine - $300
Invoice 385: Tile Repairs - $200
This would help as it shows exactly what items are involved in a specific expense.
Also adding a search feature where you can search for an invoice by account rather then just creditor name/invoice number/property.5 votes -
Assign communication to tenant when email from 3rd party
When forwarding an email to communication have the ability to assign to a tenant or owner
4 votes -
Have the compliance register dates appear in the alerts when due for renewal
Have the compliance register dates appear in the alerts when due for renewal
58 votes -
Email merge to strata manager with tenant details
Have the ability to send an email merge to a strata manager with new tenants details once the lease is signed.
23 votes -
Show Owner Funds in Invoice Genius
Show the Account Summary in Invoice Genius, like it's already displaying on the standard ‘Create Creditor Invoice’ screen. It’s very helpful to see if an owner has an Ownership Balance / Available Balance
26 votes -
Creditor current bsb and account to show when loading invoice
Creditor current banking details to show when loading invoices.
It is too easy for a creditor to change bank accounts and not advise in writing separately.
Just changing their details on an invoice seems to be the new norm.
We need to see the banking bsb and account details to check when loading invoices.
Or the sale of a business and we are not advised.33 votes -
Track who is entering/modifying invoices
The ability to date/time and user stamp .. keep an audit on who is entering invoices for training and also tracking
21 votes -
Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
7 votes -
Tenancy Rent Review Report
We require additional fields when running Tenancy Rent Reviews report. We need property suburb and also the details ie no of beds, baths and car as per the information already in property tree. This is so we can conduct rent reviews from the report without the need to keep flipping backs and forwards to the property tab in property tree.
9 votes -
'Point of Contact' on the Ownership Statements
The ability to select 'Point of Contact' on the Ownership Statements in Automated Communication
34 votes
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