1212 results found
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Document Management Folders
When you open the document tab it should be set into folders or categories so all documents can be filtered into different tabs and not shown as a list of random documents. The categories could be set by each agency like (management docs, invoices, maintenance, tenant docs, compliance, etc.) I know there are categories already however having all documents held together in one folder by type would make things easier.
11 votes -
Could we have the option to colour code tabs for tenant, property and owner cards?
We could set for example:
Owner tab with a colour for GST registered and another for NON-GST registered
Tenant tab with a colour when it is a Retail LeaseThat could save having to search for the information especially when someone on leave or handing over the portfolio to someone else.
26 votes -
audit check on saving documents
Have an audit report for checking documents uploaded and saved in Property Tree to help confirm that online documents have been saved in the documents management section; I have been told I have to go to each property to check if the documents have been saved; a report will be more time efficient.
7 votes -
Integration with Airtable system
I understand that companies with large portfolios and who use an offshore team use Airtable to assist with with managing workflows so it would be fantastic to have some integration to minimize the manual data and workflow entries.
14 votes -
Enable the ability to edit BPAY Reference Number
Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products
5 votes -
Add option to add recycled water reading/dual water readings
We have a fair few homes that have a standard water meter reading and also a recycled water meter reading that is charged as water consumption. It would be great to have a space to put dual water readings in the water usage section.
3 votes -
Bulk Tag Update
Currently when selecting profiles for bulk tags, you require to enter the profile ID number in the setup step. If you leave the field blank in this step, this will show all profiles relevant to previous filtering in the complete bulk update step. There is no way to remove the profiles from the complete bulk update screen. It would be great if there was a red x next to a profile where you can opt to remove it from the list. This would make bulk tagging so much easier without having to export a report to work out what reference…
20 votes -
Section to add manuals for the property
Somewhere to put manuals for the property for easy access and able to add and delete manuals. So they don't get lost in document management
21 votes -
Mail Merge Attachments (where they are)
Could the attachment be in the body - currently it can be there or all the way at the bottom so is easily missed.
Any attachment that is added in addition to those included in the template will appear outside the body of the email. If a banner is included however, then the attachments will appear after the banner as the banner is pulled as part of the body of the email.
14 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Allow emails from gmail to be drag and dropped into documents
Allow emails from gmail to be drag and dropped into documents
19 votes -
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at to enable you to balance. At the moment it is just in date order
14 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes -
Ability to archive notes
Ability to archive or complete notes. Perhaps a checkbox to show archived/completed notes (have this as no by default)
22 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
9 votes -
Rent Roll Sale - bring across more information
Hi, Following a recent rent roll sale we discovered that the compliance register information stored under the Property does not migrate. Part of due diligence when a seller sells a rent roll is to ensure all this information is up to date. ie Certificate of Titles, Landlord Insurance, Electrical Safety Certificate & Pest Inspections. This information not migrating is quite inconvenient and is something that should be prioritized for future rent roll sales. It was also noted that owner tags, ie mid month/end of month also didn't carry across.
Your urgent attention is appreciated.
Regards Vanessa Mansfield15 votes -
Pop up box for registered for GST or not
Could we have a pop up box for Commercial tenancies which informs us if the tenant is registered for GST or not.
3 votes -
Critical Date Changes recorded
A log is required for critical date changes. This includes lease, management and rent review dates. Extremely important especially if there is a PM with a beef and is leaving who loses the care factor. It makes people more accountable.
3 votes -
Alerts in Invoice Genius
I have owners who pay their own accounts and don't want them deducted from rents, just pinning a 'note' to the profile is not enough of an alert stopping me from accidentally entering the invoice. Would love an ALERT to pop up when entering invoice to stop me from making this mistake.
13 votes -
Owners on hold to withhold payment to creditors
When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.
24 votes
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