1208 results found
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bond
When we enter a rent adjustment, the system has updated to have the option to also add the bond adjustment, it would be great if there was a way to enter a date when the bond is due to be paid and only then have it set as payment required as we are unable to receipt funds for the bond until the rent adjustment date.
3 votes -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
2 votes -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
2 votes -
Section in Lease & Rent on tenancy file to show previous rent amount after increase has taken effect
Under the tenant's file in the lease and rent tab, the section that shows a rental increase that has taken effect should have an extra column or section that shows the previous rental that it went up from, so we can better track how the rental has increased over a couple of years.
1 vote -
Show bond amount due on tenant statement
Would also be good if the bond had a due date that automatically was the rent increase date
1 vote -
Document Sharing from owner profile to tenant profile
It would be extremely useful to have the ability to share documents from the Owner Profile directly to the Tenant Profile when a document has been automatically loaded onto the owner profile from a separate action, without having to upload the same document separately to the tenant profiles.
For example, documents such as compliance certificates through the compliance tab, invoices, inspection reports and other relevant property documents are often uploaded automatically from tasks or third party applications to the Owner Profile only. It would be beneficial if, when viewing the document, there was an option such as "Show on Tenant…
1 vote -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Ownership Profile field for landlord/owner background information
We'd like to suggest a dedicated "Owner Profile" field on the ownership record itself, rather than being buried in a Note.
Property managers regularly build up useful background knowledge about our landlords, things like their spouse/partner's name, where they live, how they prefer to be contacted, their preferences around leasing, whether they purchased the property through us, or general context about their portfolio. Right now the only place we capture this is a Note titled "Owner Profile," which isn't easily visible and makes it harder to find and reference at a glance.
Having a freeform text field directly on the…
1 vote -
Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
1 vote -
1 vote
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strata search
In the property card file, have a section we can enter SP number (not requiring to be a creditor). And a search function where we enter the strata plan number.
2 votes -
Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
2 votes -
Expand Sales Automated Communication to send anniversary email 1 year after settlement
It would be great to be able to set up our own automated communications for sales, especially ones that we can have prompted to send after a settlement and one that includes the statement as an attachment.
Ideally would be good to be able to prompt a happy anniversary email to the buyer to go out 1 year after a settlement even after the sales is archived.
1 vote -
Sort by entire address
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Be able to create inspection lists in property order.
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Sort by entire property address
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Documents and notes
Documents and notes can only be deleted by certain users
1 vote -
Ability to bill an invoice to two different properties
When filing water bills in invoice genius, it would be great to have the ability to bill two properties when there is two meter readings. Instead of having to go to the tenant profile and manually create invoice.
2 votes -
Not displaying contract/conjuction agent splits on vendor statements (privacy issue)
Not displaying contract/conjuction agent splits on vendor statements (privacy issue and not really appropriate). The ledger shows the breakdown for auditing but the sales statement to the purchaser shouldn't show the agent splits when paying as a creditor. The funds currently come out of the trust account on settlement but the split could be done in the agency funds account so they still come from trust funds (not general account) and not visible on the vendor's statement.
1 vote -
Communications being able to be deleted
To have an admin function where communications can be deleted that were sent out in error and we do not want the record on their card. For example a breach notice
3 votes
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