989 results found
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Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Alert to toolbar for Invoice Genius Items
It would be great to have an alert on the tool bar that tells you when you have items in invoice genius, important for when you don't use it every day and someone is trying to communicate with you.
2 votes -
Money In and Money Out totals
"Total Money in less Total Money out = Disbursed funds" to be added to owners statement emails or to the bottom of statements. Income and expenses are over 2 sections of the invoice and are required to be totaled.
3 votes -
Recent transactions - display paid date not the entered date
Under the Tenancy preview, financial tab / Recent Transaction please change the date that appears on this screen to the date the invoice was paid not the date entered. We dont need to know when entered but if tracking payment history need to see what date they paid. Sometime not the same if a weekend between entering.
2 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
34 votes -
Status updates on Work Orders
Work orders should have "Status Updates" on work orders. Such as Quote Requested, Waiting on Approval, Work Order sent, Completed, Rejected, Hold, Owner Attending.
This will make it easier when following up on work orders where the job is currently at.75 votes -
Configuration icon position
When on a laptop or small screen - can't access or click on the icon for configuration. No scroll function to bring it onto screen.
17 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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Clarification Regarding Lease Renewal Option Dates
It would be great if there was an option to record both the first and the last day for a commercial/retail tenant to exercise their option to renew their Lease. This would allow us to identify tenancies with upcoming option periods and enable us to proactively engage with tenants before the options lapse. I understand there currently is an a option date available under Lease, Rent &Outgoings Tab, however no one can really explain which date to enter (different answers - Lease expiry date, first date to exercise option and last date to exercise option).
16 votes -
Swimming pool icon
Would be great if you could add a swimming pool icon next to bed / bath / car on the property tab. Would help running reports on property features etc
12 votes -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
3 votes -
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
8 votes -
Inspection type to show option of Tenant Assisted Inspection
When creating a new Inspection for a tenant it would be great to be able to have Tenant Assisted Inspection as an option - currently it is only Routine, Ingoing and Outgoing. When looking at a tenant profile and an inspection is in the confirmed stage we can not tell if it is a Tenant Assisted Routine or an Agent Routine which is booked.
6 votes -
Set Ownership Payment date
Having the flexibility to set a payment date when rental providers request monthly payments only without specifying a specific amount.
3 votes -
Managing Bond Arrears - Due dates
I'd like to see the bond arrears page improve. Currently there is a screen that shows how much arrears is outstanding, it doesn't however tell you when the arrears is due. For instance, rent increases (and therefore bond increases) are listed for future renewals = not yet in arrears. Then have to cross-reference and double handle. Needs an additional column or filter to show what's due and when.
6 votes -
Deactivating Bricks & Agents (Maintenance Plus) without having to close all jobs first
Bricks & Agents (Maintenance Plus) is a third party product that integrates into PT/MRI. We as PT/MRI Clients should be able to deactivate regardless of whether jobs are open or not in the maintenance tab section.
By PT/MRI not allowing this option it allows the third party application to hold us ransom to their product which we are no longer wishing to use.
Either -:
PT imports the job information in full form third party and allows deactivation without jobs requiring closure
PT allows deactivation without jobs requiring closure so that we can start using the property tree maintenance product…
3 votes -
Improve invoice genius upload time
Taking so long to upload to invoices, sometimes 5mins per document which is time consuming
2 votes -
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it can't be done.
5 votes -
Tenancy ID on all invoices
Able to insert the Tenancy ID into the Invoice and reminder Emails.
10 votes -
Inspection Cancellation Reason
It would be great if all users were required to enter a short cancellation reason for all cancelled inspections.
3 votes -
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and withi
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and within one hour it becomes a nighmare trying to read grey font. HELP please
3 votes
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