1211 results found
-
Tenant Download - Report Order for Credit Items requiring Manual Attention - multiple days
Not sure why this has changed from date order to $ amount order. I believe it is because they wanted the Report (printed - not CSV) to match the order of the Transaction Credit Receipts in Tenant Download. I can't see how that would benefit anyone? Surely no-one wants to change/check the date for each transaction, one at a time? Easiest to keep the date for each day's transactions, complete that day/date, then move to the next day.
10 votes -
Editing Invoice Data After Processing
Please allow agencies to edit information on invoices after they have been processed such as the description and the account as this would be helpful if changes need to e made in the future for accounting processes.
6 votes -
Add management fee to the Gained and Lost report
It would be helpful to be able to see what management fee your gained and lost properties have
10 votes -
Rent Credit Type report
Currently you are able to create different rent 'credit types' eg deferral, abatement, rent free period etc however there is no report that surfaces the 'rent credit types' or reason for credits (the find transactions report displays credit type as 'Credit - Tenancy' only)
Can we add in a Report for Tenancy Credits which displays the fields Credit Type, Reason, Amount, etc or add this information to the existing 'Find Transactions' report?
26 votes -
solicitors/conveyances details
Add the ability to merge email addresses & contact number fields for solicitors/conveyances when designing a template, (IE for sales advice emails/letters)
8 votes -
Monthly bond report
To be able to generate a report of all bonds held by both PT and held by the bond authority. We need this to be able to easily cross reference with the Bond Authority report for audit purposes. This needs to be in PDF (for auditors) & excel (for reconciling) with totals at the end of the report. At the moment, we export to excel and add totals but this is not always sufficient for auditors to check the PT report against the bond authority report.
The monthly report that is in Rest is great and perhaps could be used…22 votes -
Have arrears reminder sent to "accounts" contact instead of "tenant"
Being able to have the ability to send all invoices and reminders to the "accounts" contact and not the "tenant" contact. When the contact type "tenant" has unticked to auto send invoices, they do not get the invoices emailed to them. The contact that is ticked "Send auto invoice" gets the invoices but this contact does not get the reminders because their contact type is not "tenant" the "tenant" contact gets the reminder even though they didnt get the invoice.
24 votes -
SMS Templates - for Ad Hoc messages
We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.
15 votes -
Edit a tenant invoice when entered through creditor invoicing
Would like to be able to edit a tenant invoice when it's entered via create creditor invoice or invoice genius. Can currently do this when it's just a tenant invoice entered, but through the other way it's linked and we have to cancel the invoice and re enter it.
82 votes -
View current Lease / Management Agreement
Instead of having to filter through the documents tab to find the most current lease / MA, the current lease and MA should be able to be viewed by clicking on a document icon within the profile box (like that of the email icon)
3 votes -
Label on Tenancy for Initial / Renewed Lease
The following labels should be auto-applied to every non-vacating/non-terminating tenancy:
- "Initial Lease"
- "Renewed Lease"
5 votes -
Add Appliance Tab/Section Under Property File
Would like to be able to keep file of the type and brand of appliances, heating, cooling under the property profile e.g. in cases of hydronic heating, electrical HWS, refrigerated cooling. Would make it quick and easy to send out the correct trades/companies without needing to sift through previous maintenance or property photos (and where people will automatically look for this information).
7 votes -
An optional box to add exact reason for fee reversal (if not auto)
An optional box to add text/reason for fee reversal (if not auto-reversed)
3 votes -
Compliance Tab added to Commercial Tenants for Insurance
Add a compliance tab to tenants for insurance details and expiry dates - like the one under the property
38 votes -
Option to include Owners and tenants when sending work orders/quote requests
The owners and tenants should show as an option for selection to be cc'd on when emailing maintenance requests without having to manually type in the email addresses
54 votes -
EFT Reference for agency payments
Add a EFT reference option for Agency, similar to that available on owner payment details.
This would be hugely beneficial for accounts team when reconciling general account
7 votes -
Management takeover feature instead of vacating tenant
when another agency takes over a property, instead of entering a vacate notice (as the tenant isn't actually vacating) I request a feature maybe on the three dots under tenancy that can say "management takeover"
In this page it will open up and you can enter the reason for loss, the new agency details.
52 votes -
Insurance Tab
If we had an Insurance Tab similar to the compliance tab we would be able to do a health check on our portfolios to ensure and encourage all rental providers have their landlord insurance policies in place. this would help identify rental providers with no insurance and mitigate risk to office and rental providers. From a business perspective this would ensure the health of our rent roll and provide value and service to our rental providers
8 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.
9 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.
36 votes
- Don't see your idea?