1210 results found
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Creditors- temporary option
REST used to have a temporary creditor button when adding a creditor so they were all deleted at the end of month automatically This would save time having to go through and delete them manually
5 votes -
Key Register - option to print residential or sales key list
There should be a filter for printing commercial or residential only key lists.
3 votes -
We would like the ability to be able to assign from Unknown Funds to Agency.
We would like the ability to be able to assign from Unknown Funds to Agency.
3 votes -
on the tenancy leases report make a column for last rental increase date.
on the tenancy leases report make a column for last rental increase date.
5 votes -
Filing Documents/Invoices
A separate section for documents and paid invoices to be saved - to avoid having to go through multiple pages to find documents
5 votes -
Bond reporting to have set date reporting filters.
Bond reporting to have set date reporting filters, ie for month, if we forget to print report on the 1st of the month then all the transactions up to the date you print are reported and not relative to the month reconciling
2 votes -
bpay reference - show error if entering with spaces
Make the bpay reference field go red/error when entering references that have spaces. If you cant process the payment with spaces then the system should not allow spaces when entering the reference number.
4 votes -
deleting inactive creditors
We have a large portfolio and would like the ability to create a report of inactive creditors - both trades and other creditors so we can archive them on an annual basis and keep our records and database tidy. I have tried doing this through BI but it misses the creditors and doing it through Property Tree limits a search to 2000 records which is the size of our database so doesn't work either. Please advise if you have a better way.............. your support team recommended I put this idea here
8 votes -
Change task due date in bulk
It would be great to be able to bulk update the due date on tasks please!
12 votes -
Commercial leases
It would be nice in automated Commercial lease renewals to differentiate between leases that are coming to the end of a lease and those with a further option within the lease. Different triggers and letters...
21 votes -
Notification of emails and sms received in property tree
Receive a text message or email notifying us of a message received in property tree.
37 votes -
Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog
Be able to enter a permanent note on inspection reports ie Dangerous Dog @ Property. Also some form of automation for maintence so trades are aware. Especially helpful if staff do not usually attend the property. Even if it was a pinned note but instead of selecting the current options of PPty Note, Ppty receipt or Creditor/Tenancy it could be an inspection or maintenance pinned note.
77 votes -
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
3 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.25 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
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