1044 results found
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Move Bond to Lease & Rent Information
Can you please Move the Bond set up to the Lease & Rent Information. Or make the Bond set up a mandatory field when setting up a new tenancy. It can be easily missed how it is currently set up.
4 votes -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
1 vote -
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc. New managements for example, being able to have the workflow from when you receive a new management agreement - so from the set up of the owner/property, etc. Obviously we don't have the owner/property in the system. The workflow template currently starts at saving the management agreement under the owner, and those final bits. I really think it is important to have a workflow that begins right at the moment we take on management of the property, as there is a lot…
15 votes -
Workflows on the Dashboard
We'd like to be able to see an overview of the workflows and progress on the dashboard.
7 votes -
Workflow Automation
It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.
8 votes -
Workflow Feedback
Workflows is now available in Property Tree. To give feedback directly to the Product Team on this feature, please add your comments here
5 votes -
Statistics/Reporting
Hi few things,
- For the statistics report, the top section is always current data and if you want a certain time frame only the bottom section is for then.
It would be great if the whole report was for the period you select.
- User statistic reports, it would be great to have a report for users to track their actions/kpis - email sent, sms sent, work order created/completed, quote request, how many times maintenance notes are updated to track maintenance follow ups, task creation and completion (more importantly completion), and other general ones which the main stat report covers.
1 vote -
Few things, I would like to suggest
Hi,
Few things I would like to suggest
When creating workflow templates, you select which profile it is for tenancy, property or owner. It would be great when you duplicate the template that you can choose a different profile if needed and or when you reopen/edit an existing one, you can change it for the desired profile.
Be able to link emails sent to the workflow/tasks
General tasks for the agent - for that to be a tile on the dashboard so when you are on it, the general tasks are staring you in the face and you do not…
2 votes -
Change of tenancy
Similar to a change of ownership, it would be great if there was a change of tenancy option. This would be used when there are multiple tenants on a lease/in a property and one/some of them were to move out and others moved in. The change of tenancy option would allow for a record to be kept of the original tenants, the change over and all the details associated whilst also not having to delete any names or create entire new profiles and manage rent dates etc.
14 votes -
Include "EFT Reference" section when paying out Unknown Funds
Have an option when paying out unknown funds to include an EFT Reference that is displayed on the bank statement of the person receiving the money. This is especially important when paying out unclaimed money to revenue as payments to them must include a reference number which they provide.
2 votes -
Key code
Some properties have access codes as well as keys. There is only a space for a key number. Can you add an option for codes.
1 vote -
Can we have the option to turn off auto invoicing for individual commercial tenants
When setting up a new tenant without knowing the exact paid to date, can we be able to TURN OFF the automatic invoicing for rent/outgoings
3 votes -
Please create a section to duplicate properties. e.g. one owner with 20 units in one property
Please create a section to duplicate properties. e.g. one owner with 20 units all on one property instead of entering every unit one by one.
1 vote -
Make Part Payment Reports Accessible to PMs not just Administrators
Make Part Payment Reports Accessible to PMs not just Administrators
Currently the only way for a Property Manager to access reports on tenancies with part payments, is to go through an administrator profile on Business Insights. We recently became aware of leases that were signed as monthly being inadvertently entered as weekly on PT due to data scraping from IRE. Having access to part payment reports should be as easy as accessing arrears reports as they demonstrate an error either on the system or the tenant's payment amount.
1 vote -
Credit for rent button greyed out
Am finding the 'credit for rent' button greyed out on some receipts. This then means I have to back out then enter a credit for Centrepay fees before returning to receipting the rent..may as well not bother and just put all the credits in separately first
1 vote -
reconciliation
cancelled or reversed receipts - would be great to be able to reconcile straight away and not wait a day for it to appear. This makes it difficult when you have few people receipting and reconciling on different days.
1 vote -
lodging bonds with the bond centre in more efficient way
instead of manual bond lodgement entries:
on PT bond lodgement automatically fetches request numbers and updates statuses in real time.1 vote -
communication Inbox - open profile on new webpage
When opening and reading a email, you have the hyperlink for the name and address above the body of the email that you can click on.
When you click on these hyperlinks it takes you to that page which is great but it is in the same window.
It would be great to either be able to have that hyperlink automatically open a new window with the details or be able to right click and 'open new tab'.
This way you can review the email and work on the details in another screen.
I am aware you can duplicate the…
1 vote -
Income & Expenditure Report
Income & Expenditure Report should show total amount on each expense (inclusive of GST), as the monthly statement, with the GST amount as information. Residential property is not allowed to claim GST separately, it is a waste of time for the landlord to add the GST on each items when they preparing for the tax return.
1 vote -
Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
14 votes
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