1036 results found
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Property Details Notes Tab - record customised information
Include a property detail notes tab
Property main tab - Details mini tab - Property details section - Add notes option here.
This is where specific information for properties can be added such as meter locations, inclusions/exclusions and general information for each individual property making accessing this information easy in the one place.8 votes -
Show Held Funds balance on receipts
Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.
5 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Rent Arrears Strikes
A system or notification option that showes how many times a renter has been issued a notice to vacate for rental arrears, to easily show what strike within a 12 month period the renter is up to.
3 votes -
Report in BI or Trust & Reports to Capture Rent Decreases
A report in BI or Trust & Reports to Capture Rent Decreases
• Property address
• Owner
• Date decreased
• Previous fee amount
• New fee amount3 votes -
Profile heading for a property for sale
Profile Heading - add a profile heading like "Break Lease" in the property card so it is visible to see what property is for sale. It is then easier for other users to find when not their portfolio.
"FOR SALE"
4 votes -
Search by Suburb
Be able to pull a report to search properties by Suburb for example the profile list
14 votes -
Daily Arrears SMS Messages
Currently arrears SMS messages are only sent when set up ie day 3 and 7. A way where the arrears messages could be send daily from day 3 for example, so that we dont have to set up 15 different SMS daily messages in the auto communications tab. This would benefit if there are any serial offenders or tribunal matters where it may go over 15 days, as they currently just STOP getting alerted at all which makes it worse.
9 votes -
BCC over Communication Platform
Add BCC to the communication platform so the "To" recipient will not review the others whereas necessary for internal reference and communication
22 votes -
Ability to Set General Reminders
The ability to Set a general reminder for the PM eg. Followup Renewals sent *** date without having to link it to a profile.
or
Followup all rent arrears etc
Simple but effective. Similar to REST Professional
4 votes -
Filter Communications by Portfolio
Currenting in the Communications you can filter assigned to me or company, we are a larger office with 5 portfolio's it would assist with being able to filter by portfolio. 1 to monitor each portfolio on how they are tracking with response. 2 if a staff member is off sick or on leave another team member can filter there communications and action accordingly.
12 votes -
SMS Templates - for Ad Hoc messages
We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.
15 votes -
Dashboard shortcuts to specific pages
It would be great to have customisable shortcuts on the dashboard that allow a user to set their own 'favourites' eg. Create a receipt. Helps reduce clicks to get to functions that are used regularly.
6 votes -
apply signatures to receipt/document templates
Have templates saved with signatures so for example when receipts are issued, they are signed.
8 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
6 votes -
Rent Increase notices integration with REI Forms doesn't populate relevant fields
So when doing rent increases the system upgrade suggestions are as below.
- The system doesn’t populate the second and proceeding tenants.
- The system doesn’t populate the rent increase amount or date of increase even though the information is populated in PT
- The PT system names the file as Notice of Rent Increase11 Esher Street, BurwoodMaria Falguera & Leonardo Falguera_Ref-0045608940.p but wont allow you to save it in PT saying it includes invalid characters, then why doesn’t the system name it something compatible. They created the system.
So we have no choice but to save the notice to property…
16 votes -
Smoke alarm compliance
The old smoke alarm display had better information at a glance. It showed the date the smoke alarm was last serviced and the type of smoke alarm.
Could that please be included in the Register so it can be seen at a glance and not having to go via the pencil.32 votes -
'floating' text box for creating text messages
When creating a text message it would be great to have that as a 'floating' pop up window to enable the information ie arrears amount when inputting the SMS to be viewed while creating the text.
5 votes -
Break down of options for charging inspection fee in automation
We would like to see automation for ingoing report fee, inspection fee and outgoing report fee
5 votes -
including effective arrears report for commercial
The ability to run an arrears report for Commercial using effective date as well as periodic the same as residential
8 votes
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