1085 results found
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Adding a follow up date back to the notes section.
Since the tasks upgrade has happened we are finding we are having to double handle a lot of things. especially maintenance, to be able to follow up
when entering maintenance we used to just put a note in with a follow up date, now we have to create a maintenance request, a task and a note which is creating a lot more work and becomes confusing when having to redirect to different pages to update dates and notes.7 votes -
Dedicated Key Register (sign in/sign out)
it would be really helpful to have a key register where we could assign key in/out and assign trades/ownerships/tenants etc. and also the individual with the keys (i.e. jack) and contact information for the individual responsible for the key. Also to be able to print a report of the keys each day to see which keys are still out with trades. an important part of this would be to have the ability to have the keys "not to be returned" or similar if an owner is taking possession or management ending etc.
84 votes -
Bond Invoices
When entering in bond information, we should be able to send a bond invoice, like a rental invoice.
if not paid, it should also be noted on the invoices sent out to the tenant that it is due/overdue13 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
18 votes -
Inspection section on dashboard
On the dashboard have an inspection summary.
Show stats like:
Inspections Overdue (Confirmed and passed their inspection date)
Inspections incomplete (Tentative and passed tentative date)
Inspections confirmed for the next 30, 60 & 90 days;
Inspections cancelled per month
Properties with no inspections
Number of days since last inspection closed16 votes -
Add merge field without template
Could the option to select a merge field while typing an ad-hoc email be added, without the need to select a template? We lease a few homes to one single company and it would be very beneficial to have the Property Address merge field so we can add it to the subject line or in the body of text. Thank you.
4 votes -
show unpaid tenant invoices on the tenant screen
On the main screen for tenants there should be a way to see any outstanding invoices, arrears do show but it should show all unpaid invoices sent to the tenant
5 votes -
Tasks reporting to include description, not just heading
Can we please have the Task Management report include the description, not just the heading, the same as the notes reporting?
5 votes -
Smoke Alarms Australia straight to compliance register
Smoke Alarms Australia can push invoices through to us via Invoice Automate (B+A) but the system cannot recognise these and add them to the compliance register. It would be super efficient if approving the invoice added the invoice to the compliance documents and updated the register's expiry and inspection dates.
3 votes -
Cannot easliy identify tenancies that have NO BOND entered when auditing all bonds in Commercial
You can search bond by type, however the filter is not functional when auditing to identify any missing bonds from your whole portfolio. For example, I have 4 bond types. Bank Guarantee, Owner Held, Term Deposit & Retail Bond Board. The filter does not allow me to search from all bond types if any of the tenancies are missing a recorded bond. I need to go through every tenancy to identify any that have no bond entered.
21 votes -
Ability to split creditor invoicing
The option also to split a creditor invoice example – rates might be under one “property” but needs to be charged across three other tenancies and property addresses (this is abit more technical but does happen) and then mean manually need to invoice each tenant but a flag or pop up at the time would be great
11 votes -
Add PM email as an option to be cc'd into a mail merge email
Add PM email as an option to be cc'd into a mail merge email.
As an admin person, I send all rent reviews and any other letters on behalf of PM's.
It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.
14 votes -
Ability to create Recurring Tasks
Can we please have the ability to create 'Recurring' tasks?
22 votes -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
6 votes -
email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
14 votes -
Notes
Please return to the original note system where any pending note was able to be visually viewed by all staff members.
3 votes -
Journal entries
We really need to be able to put journal entries through for accounts that may have been miscoded or correct a gst error on an invoice paid.
11 votes -
Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance
Currently we cannot input budgets into property tree, we can only print out income an expense reports which means we have to manually do a spreadsheet to follow budget actual v projected.
8 votes -
Activity Log on Property / User Report
Would be handy to have an activity log not only just for user activity to monitor work efficiency, but also on a property page to see all maintenance / inspections / communication at a quick glance rather than digging through different tabs.
4 votes -
Change of ownership - Transfer documents and maintenance
when change of ownership is carried out, property documents and maintenance jobs need to transfer with it, the owner may change but the property issues and documents remain with the property always.
99 votes
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