1084 results found
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Instant updates with the Inspection Manager Integration
Would be great to have the integration with Inspection Manager immediate once the inspection is completed. Only certain staff have full access. Currently we have to log in and sync with PT once they have completed the inspection which pushes it though.
3 votes -
Water Invoicing
We are required to have a water meter read on the Ingoing Property Condition Report though there is no where for this information to be carried over into PT.
We will need to check invoices prior to the auto processing incase a property has been sitting for a few days and retic has been on / property has settled / water leak. We need to be able to clarify which has always been a great audit feature when you can put the KL used with the dates. Didn't need to go back and look through invoices and clarify as you…10 votes -
Rent Payments
When Receipting rent it would be good if you could use a short cut to the bottom receipt amount (+) like rest as now we have to add the weekly rent up and receipt the balance to invoice credit due to alot of tenants paying extra for water usage.
PT doesn't let us know if for example: tenant pays fortnightly rent and one is at the old rent and one week at the new.6 votes -
Work order - who sent it?
We would like to be able to see which user has sent a work order. Currently it just shows it as auto under the communication history.
Thank you13 votes -
Management takeover feature instead of vacating tenant
when another agency takes over a property, instead of entering a vacate notice (as the tenant isn't actually vacating) I request a feature maybe on the three dots under tenancy that can say "management takeover"
In this page it will open up and you can enter the reason for loss, the new agency details.
52 votes -
Rent Summary Report to show more information
The Rent Summary Report within the Tenancy Tribunal report is a very difficult report to explain at tribunal when an explanation is required eg to a judge and or tenant
It would provide alot more clarity if the Date Paid column also included the paid to date of the rent paid at that date. This would explain the Arrears Amount column as well.
11 votes -
Property Breakdown of fees
It would great if a report can be generated with just the TOTAL amount of fees charged for a particular period, by breakdown of each property.
7 votes -
Bulk Tag Update
Currently when selecting profiles for bulk tags, you require to enter the profile ID number in the setup step. If you leave the field blank in this step, this will show all profiles relevant to previous filtering in the complete bulk update step. There is no way to remove the profiles from the complete bulk update screen. It would be great if there was a red x next to a profile where you can opt to remove it from the list. This would make bulk tagging so much easier without having to export a report to work out what reference…
19 votes -
Business Insights - Average Fee Amounts
It would be ideal if Business Insights could provide an Average fee amounts in $. for a selected period as part of their Fees reporting. eg Average Letting Fee by $
6 votes -
Ability to send bulk entry notices for routine inspections
Ability to send bulk entry notices for routine inspections instead of having to create each one individually.
You should be able to select the upcoming inspections and send the entry notice to all tenants with the realworks integration.
6 votes -
Report - Account Code of all Creditors
Would like to be able to run a report listing all Creditors to ensure they are under the right account code.
16 votes -
Automate communication with tenants for cancelled invoices
Just as tenants are emailed invoices, there should be an automated email when cancelling said invoice so there is no need to do extra emailing for notification of the reason for cancellation.
6 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…8 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
…
9 votes -
Return to profile page after generating the Tenancy Ledger
After I retrieve the rental ledger, I would like the Property Tree screen to revert back to the tenancy profile page automatically.
11 votes -
Emailing of tenancy invoices to multiple contacts through invoice genius
Tenant invoices created through invoice genius should be able to be sent to all/multiple tenants not just the primary tenant (as this option is available when entering a single tenant invoice).
7 votes -
Easily preview Statements to check information before payments
We can view through the eye statements although it is not how they appear when being sent to an owner and too large to be able to check especially on a larger rent roll. Ability to send statements to agency like the Income and Expenditure Reports so we can accurately check statements prior to sending to the owners
27 votes -
Section to add manuals for the property
Somewhere to put manuals for the property for easy access and able to add and delete manuals. So they don't get lost in document management
20 votes -
Additional filters and option to select Properties during Bulk Portfolio Assignment
When completing the Bulk Portfolio Assignment from one Portfolio to another Portfolio, it would be great to be able to edit the list to remove any properties you do not wish to be assigned to the other portfolio. Also, if there was an option at this point to use tags to filter properties, and select between residential and commercial tenancies.
19 votes -
Recurring invoices - generate 14 days before due date, not on due date
Have a "Email On" Date or timeframe i.e. "14 days before" for recurring tenant invoices. At the moment the recurring invoice feature sends the invoice on the date it is created, but for rental invoices, our customers want to received them earlier to pay rent in advance.
13 votes
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