1119 results found
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Manual fees - show last charged date
We had an issue recently where a batch of manual fees were charged in consecutive months. It would be great if there was an alert when manually charging fees.
If PT could let you know the last date that the fee had been charged, so it could be checked and only charged if correct. Or even an alert if the fee has been charged in the last 6 months.
This would save time for us having to cancel & refund the fee but also the owner having to pay the fee and then wait for a refund.4 votes -
A trust account summary of tenant outstanding invoices & arrears to give at vacate
We need to provide a final trust account summary of what a tenant owes when they vacate.
The account summary must include tenant outstanding invoices, rent arrears, and credits so they are aware of what needs to be paid to finalise their vacate.27 votes -
Complete maintenance with no creditor
Sometimes we put maintenance in for a reminder to ourselves that the owners direct tradie or the builders have to attend to under warranty. We don't get their information and/or they are not a creditor that we pay and we don't send them through the system, having a way to close the job as completed by external party would be good rather than just cancelling the jobs.
5 votes -
Minimum Security Options being available to Victoria Reports
Include the Victoria Minimum Security Requirement Options under the Extra Tab for Victorian Clients
2 votes -
Water usage invoice restrict entry when tenant water usage set to No
In Invoice Genius and/or when entering water invoices, disable the ability to enter tenancy water usage if the tenancy has NO to water usage entered on the tenancy card. Currently, even though through Invoice Genius, you can see that it says NO if a tenant is not to pay water usage, however the system still allows for the usage invoice to be entered.
5 votes -
Summary of payments made to an invoice
Can we please have a list of payments made towards an invoice show on the tenancy invoice screen? This would make it easy to see when the last time a payment was made as well as how often payments are being made.
2 votes -
Landlord Withheld Funds
We are increasingly finding landlords budgets are tights. A few have asked if we could withhold funds on a monthly basis that carry over and accumulate. For instance if a clients has an expense they want to save for or quarterly bills they can withhold a set amount, say $100 for instance every month that would be held aside & accumulate for future use.
At present we can only put a hold on 1 set amount.24 votes -
Area set up flow through
Can the program be set for when a new property ECR is entered, the areas entered for the report flow through to be the areas for the routines?
That what ''Bedroom one left of the Laundry'' should stay as bedroom one on all reports.5 votes -
Saving drafts in communications
When half way through an email in Communications, being able to go out of the communications and the email saving as a draft rather than losing it all together
23 votes -
changing task category in bulk
Would love the ability to change the task category in bulk...........
10 votes -
Print or Save to PDF Option for Tenant Comments on Ingoing Reports
When tenants complete an electronic signing request for an Ingoing Report, including adding comments; the tenants amendments are unable to be Printed or Saved as PDF to have a separate record other than generating a complete Ingoing Report which is accepting the comments. A tenants comments are not always excepted so there needs to be an option to maintain a record of those comments outside of an Ingoing Report. If the comments are not accepted and the signing request is cancelled due to this there is no longer any record of those comments within MRI Inspect.
15 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
17 votes -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
4 votes -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
2 votes -
Automated email to Owners when Bank Account Details are updated
Send an email to Owners confirming that Bank Account Details have been updated
6 votes -
Breach and Terminations notices showing on Rental Ledgers
Breach and Terminations notices would be useful to be shown on Rental Ledgers.
Tribunal reports are not shared with PMs on references, Rental ledgers need to be the main source of arrears and breach notices information.
This would give clear insight to Property Managers when looking at an applicants history, and on a business internal view, a snapshot of the tenants history of breaches and termination notices.
9 votes -
Ability to create own commercial rent review types
Please look at putting in the ability to create your own wording for a type of increase. We have a several tenancies which just don't quite fit into the standard "fixed, CPI, market" category.
16 votes -
Ingoing Inspection Creation
In order to create an ingoing inspection for a new tenant in PropertyTree, the tenant has to be first converted. To convert a tenant, information from a signed lease needs to be entered. In NSW, it is a legal requirement for an ingoing inspection to be completed and given to the tenant BEFORE a lease is signed.
There should be an option to create an ingoing inspection on a prospect, and enter the information to appear on the ingoing there, rather than having to convert the prospect and therefore charge the owner a letting fee, before a lease has been…
6 votes -
MRI Inspect Web Page available as an App
Would be great to have the MRI inspect web page available on an App. This would allow syncing of inspections from Web to App whilst out on the road from a device.
2 votes -
Agency Statement improvements
1) Would love to be able to pay Sales Commission/Fees separate to creating agency statement
*Issue currently facing is that if a property settles before end of month and funds are disbursed and we pay agency it will create statement (which is a clearing statment)
*When we then do EOM the period is for example 25/3/24 - 28/3/24 - Not providing one statement for full period
*Feels all agency statements should be from first day of month to last day of month
*Cannot create a statement for a specific date range
4 votes
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