1084 results found
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The ability to combine multiple reports into one file including creditor invoices
The ability to combine multiple reports plus creditor invoices in onto one eom file
2 votes -
Vehicle Registration
It would be very helpful to have a section of the tenancy profile that will allow you to include a tenant's vehicle registration plate to there profile.
It would be nice if they can access this on the portal to update it.
This will be very helpful in apartments.1 vote -
Add a {CurrentUser_Position} field into PT and to Mail Merge
This would involve adding a "Position" field into the "Update User Details" page and then a {CurrentUser_Position} field into the mail merge template.
It would allow more flexibility when generating emails.2 votes -
Live Data- Sales
As Sales are different to Rentals and even then the data should be live. If I add a deposit receipt into the system today for yesterday, I want to be able to reconcile it today, not have to wait a further day to reconcile or make adjustments. We are not importing any bank files, just entering manually as it is much quicker.
1 vote -
Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
3 votes -
Bank Reconciliation, you should be able to delete the last reconciliation
The last reconciliation should be able to be deleted or edited so any error such as the date can be corrected, not for any reconciliatons prior to this.
3 votes -
access to merger fields for invoice arrears fields in the mail merger templates
we wish to be able to access the merge fields for invoice arrears in the mail merger and templates as we will need to email invoice arrears as adhoc items when our tenant asks for that details
1 vote -
Tenant Contact information Maintenance
When a work order is created the work order only attaches 1 tenants contact details, the work order should show multiple tenant contact details for trades people so they are not chasing us up for further contact details when the 1 named tenant doesnt respond to their calls.
4 votes -
delivery in communications
Like we can see in the communications tab we can see when the recipient has open email etc.
Can we have this tab when we click on the communications when in the tenant or ownership account.2 votes -
Daily Tenant Download Report - Automatically Sent to Management Staff
Daily Tenant Download Report - Automatically Sent to Management Staff.
I have a staff member conducting our daily bank reconciliation and doing the tenant download report. It would be great if there was a feature to send the tenant download report automatically to our management staff.3 votes -
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondance not just one.
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondence not just one. That way this speaks to inspection manager and routine inspection reports can be emailed to both landlords automatically instead of typing them in every time for properties.
6 votes -
Email Thread - not able to reply to emails
To be able to reply to an email through PT and have that email thread, not have to start a new email altogether.
3 votes -
have different defaults for routine inspection frequency for different type of properties
have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently
1 vote -
Easily reassign a work order
When we assign a trade and send a work order to a trade, it would be handy to have the option to unassign and re-assign a new trade to the same without having to delete and re-create the job.
So often we have the tradie ring and say they're to able to attend, so it would be good to just remove them and send to someone else, rather than cancelling and re-sending.11 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
5 votes -
On lease renewal page, it woud be good to be able to make a dropp down note for yourself where the communication is up to.
When looking at a list of expiring leases it woud be great to add a column where you can make a note for yourself where the communicaiton is up to and be able to edit it.
5 votes -
rent reviews - PM column
In Tenancy Rent reviews - add a Column of "property manager" as an option. At the moment to view a whole agency and understand which PM is behind, and who is under control you need to select each PM one by one. For large agencies, it takes a while.
3 votes -
Add a new creditor from invoice screen
When entering an invoice on the creditor screen sometimes they're not already loaded.. it would be really handy to have the ability to "add creditor" from this page
5 votes -
Tenancy ID merge field for Rent Increase Auto Communication
An enhancement to our auto communication templates for rent increases. It would be incredibly useful to include the Tenancy ID as a merge field in these templates.
This addition would streamline our process, especially in cases where tenants are paying their bond top-up directly to us. Having the Tenancy ID clearly referenced helps ensure payments are correctly allocated and reduces the risk of confusion or mismanagement.
We believe this small change could make a big difference in efficiency and accuracy.
2 votes -
Automated communication - add more merge field
We need the "Rent Increase Date" merge field for automated communication, "Lease Expiry: Ownership" to notify the owner when the rent is due to increase.
1 vote
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