1010 results found
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Monthly Revenue Pie Graph - colour for each commission or fees to stay the same each month.
Monthly Revenue Pie Graph - colour for each commission or fee to stay the same for each month. The categories change colour each month.
3 votes -
BPAY check digit generator
BPAY Check digit generator as per REST
3 votes -
Automated communication to the tenants advising the maintenance/quote is going to be performed
I would like to have a way to send automated communication to the tenants once a work order and a quote request is sent to a contractor. This way the tenants will be aware that the contractor will be in contact with them to arrange a time.
5 votes -
Bulk Edit existing Fees
At the moment you can use the Fee Editor to Bulk Edit Fees, if there is no Fee amount or % applied already. However, you can't do that if there is already a Fee amount or % applied and there is an outstanding fee within the database.
It would be helpful to be able to bulk edit any existing Fee amounts and % too, and also select either some Fees or all Fees.6 votes -
Have an in construction status for profiles
Have options for status in PT like in REST - In Construction.
6 votes -
Add Column of Invoice Amount Under Ownership/Tenancy Document
It would be useful to add a column of invoice amount under the document tap for ownership as we usually look up past invoices and look for one that has a certain figure that we have in mind.
2 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
9 votes -
Place a creditor invoice on hold when processing a creditor run
When paying creditors, it would be really useful to be able to place an invoice on hold from the 'Pay Creditor' screen. This would be particularly useful at EOM when decisions are made in terms of holding an account to pay with funds in the following month especially at EOM when you are processing creditor payments often.
4 votes -
Ability to save agency documents into financial period
We want to be able to load and save agency specific documents like what is available in Filesmart
2 votes -
Team Leader Version of PropertyTree weekly agency overview
A weekly generated email to the Team Leads, similar to that of the PT weekly agency overview would be great - outlining where their staff and portfolio's are at.
Providing a view to on a Monday morning would be extremely beneficial in setting their management week week up for success.
2 votes -
Routine Inspections - see last inspection when bulk updating
When bulk updating routine inspections it would be good to have a filter field of the date of when the property was last inspected.
It would also be good to have a stoplight system when completing the report/sending to owner to show how frequently the property needs to be inspected due to various issues i.e. green - 9 months for good tenants, amber - 6 months for average tenants, red - 3 months for below average tenants or buildings that require a higher level of monitoring.
Thank you
8 votes -
Inspections: Warning when closing inspection and no report attached
Routine inspections should not be able to be closed in PT without first attaching the report.
There should be a warning pop up telling you that you cannot close inspection until report is attached.
This will help when staff leave that you know the reports are there and inspections have not just been closed without doing the inspections.
Would also help in disputes/tribunals as evidence6 votes -
Allocate Portal Messages to other users
Have the ability to allocate portal messages to other users
9 votes -
Rent Review Reminder Alerts
When you enter "Next Rent Review" date, you automatically get an alert reminder when that day has been reached, because currently you have to manually enter an alert under notes or pull a rent review report, an automatic reminder would be more simple and user friendly.
7 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Email signatures with clickable links (hyperlink or QR Code)
Ability to add a clickable link into the user banners i.e. QR code link to be clickable not just scannable in the image. Extend format of files from just PNG and JPEG to Other formats that include links.
9 votes -
Rental Increase should automatically update the direct debit with the new amount
Rental Increase should automatically update the direct debit with the new amount
5 votes -
Download agency ledger as a csv
Download agency ledger as a cvs as this is the report that gives a line item breakdown of each period's agency statement. The fee report that CAN be downloaded has to be adjusted for GST AND always has some reconciling items due to part payments.
2 votes -
Dashboard lease expiry
Would be great if once a vacate date was entered in the property only shows in the vacancies dashboard instead of showing as an expiring or expired lease. Seperates what leases you are still in process of following up and finalising to which properties are not renewing their lease.
2 votes -
When closing maintenance, an option to mark the invoice has been sent to the owner for payment
We want to be able to flag when an invoice has been sent to the owner for payment, it's confusing when looking at closed maintenance where no invoice is linked or entered as a disbursement so a tickbox "Invoice Sent to Owner" when completing the job would be helpful
10 votes
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