1212 results found
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Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
18 votes -
Rent Arrears Strikes
A system or notification option that showes how many times a renter has been issued a notice to vacate for rental arrears, to easily show what strike within a 12 month period the renter is up to.
4 votes -
Recurring invoices - generate 14 days before due date, not on due date
Have a "Email On" Date or timeframe i.e. "14 days before" for recurring tenant invoices. At the moment the recurring invoice feature sends the invoice on the date it is created, but for rental invoices, our customers want to received them earlier to pay rent in advance.
17 votes -
Report in BI or Trust & Reports to Capture Rent Decreases
A report in BI or Trust & Reports to Capture Rent Decreases
• Property address
• Owner
• Date decreased
• Previous fee amount
• New fee amount4 votes -
Have the ability to delete and add document in compliance history. The correct document is sometimes not attached and we need to change it.
Have the ability to delete and add document in compliance history. The correct document is sometimes not attached and we need to change it.
18 votes -
Report - Account Code of all Creditors
Would like to be able to run a report listing all Creditors to ensure they are under the right account code.
17 votes -
Restrict who can delete files from document management
Only certain users should be able to delete files from the document management
23 votes -
Have the property managers name as a column in reports
Option to have the property managers name in all reports, so that when they are exported or printed this is known. As it is only a filter, it's not apparent unless still on that screen in PropertyTree as to who the agent is
20 votes -
Tracking Invoices through Invoice Genius
We need a way to track Invoices through Invoice Genius. Once an invoice is sent there is no way to prompt a PM to approve or to flag that the invoice has already been entered into invoice genius. There is no record of notes for the activity pertaining to an invoice. Invoices need to be time stamped with status updates - Entered > approved > Processed > paid.
12 votes -
Sales Advertising Reports
We need a consolidated report which is able to be separated by each sales rep (by tag maybe?) which shows all advertising spent to date for each of their own listings. I was able to produce this report in REST and would send it to each Rep monthly so they could keep track of their spending and not go over budget or if needed, contact their Vendor and request further funds.
3 votes -
'floating' text box for creating text messages
When creating a text message it would be great to have that as a 'floating' pop up window to enable the information ie arrears amount when inputting the SMS to be viewed while creating the text.
5 votes -
Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
20 votes -
Identify User Data Entry
It would be extremely useful for Management if we were able to see who has entered/deleted information from the system for auditing and error processing. Just like receipting you can identify who has receipted funds.
11 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 votes -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice9 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
17 votes -
Auto communication option to owner for compliance expiry
Have an auto communication option so an email can be sent to owner with details of expiring compliance and details of current information held
21 votes -
Allocation of creditors to certain properties
We have a owner who does not want a certain creditor to do any more maintenance on her properties.
Currently the only way is to pin a note to the property profile and hope the note is checked before creating the maintenance request. The information on the note is not access able once you are in the maintenance request screen
We would love it to add or removing creditors to the owner or properties so the creditors not allowed don't even appear as an option when creating the request11 votes -
Separation of properties in portal
Clients with more than one property are unable to view graphs and details for each property individually.
Only work around is to have separate email addresses for each property with different portal log ins11 votes -
Set up automated communication for agent
Currently we can set up to automatically a tenant or owner that the lease is due for renewal at x days. We would like an option that we can set up automatic emails to the agent at x days so they can be triggered to individualize the communication to the owner.
6 votes
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