989 results found
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Credit for Ownerships
Agencies should be able to provide credits against an ownership profile just like you can create credits against a tenancy profile. This allows for if agencies offer credits - such as a free month of management, we should be able to apply this as a credit instead of waiving fees.
4 votes -
Owner Statement - I & E Graph / Payment History
We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.
I would just like to reiterate my concerns with the wording/information on this report/table.
I understand and have verified that the information is based on the Ownership Ledger dates.
I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.
My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.
Thanks.
9 votes -
Adding merge field to include both landlord names in PT template
When sending out a email to a landlord with merge fields, it would be good to have a field which picks up both landlord first names not only the primary landlord.
1 vote -
Type of lease (commercial or retail)
LEASE TYPE:
Please have an option when entering in lease details for commercial tenants to choose whether or not the lease is
- commercial or
- retail
3 votes -
Background colour
Can we have the option to change the background colour as currently it is very bright even though we reduce the brightness on the screen. The old Rest system used to let us do that.
Thank you.1 vote -
Compliance tab
Could the compliance tab fit on one page please and not on 2 pages (or more)
2 votes -
inspection summary
It would be ideal to be able to send tenant AND owner comms from the bulk edit wizard within Inspection Summary.
2 votes -
Need to be able to upload larger Ingoing Reports from Proptech to PT Docs
Large files cannot be uploaded such as Ingoing Reports from Proptech.
2 votes -
Creditor Statements with multiple email addresses
Creditors
If there is a company email address for work orders and a separate email address for accounts (as a contact) only the accounts email address should receive remittances/statements.2 votes -
Show the tenancy 'Type' when creating a tenancy mail merge from profile
When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.
1 vote -
Signing Request Reports to be available in a PDF option
Signing request Reports to be able to be generated in a PDF Format rather that a .docx Word Document
6 votes -
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements. Clients have asked if they can be generated in the order that they appear on their statement so they can easily cross check the statement and attachments.
2 votes -
Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
4 votes -
Allow Multiple Templates in Auto Comms Inspection Report: Ownership as 3 types of inspections (exits, entries and routines)
Please allow Multiple Templates in Auto Comms Inspection Report: Ownership as we deal with 3 types of inspections (exits, entries and routines). 1 template does not cover all and there is no option to add others. We have to close of exits and sent them manually as the 1 template doesn't cut it. Same with entry condition reports. Thank you
4 votes -
Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
1 vote -
Tenancy Rent Summary Report Merge Field needed
Tenancy Rent Summary Report Merge Field needed
2 votes -
Create BI Report by selecting archived tenants
Reports on Vacates for the Month/Year to show metrics. To be able to create this report in BI select archived tenants. This will show busiest months
1 vote -
More statement styles for Commercial to display GST clearly
Provide a statement style for commercial property that display GST & rent separately as current statement is hard to read for owners and accoutants
4 votes -
Inspection reports
When Generating the Routine inspection Summary have the option to select to have the ownerships number on the report.
1 vote -
bank details to be entered by separate authorised user when creating new creditors
one user have access to create new creditors, however, not the bank details section. This is to be added by another authorised user. Or one user able to create the creditor inc bank details, however, needs to be authorised and approved by another authorised user.
1 vote
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