35 results found
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Document Upload - Time & User Stamp
Functionality that documents that are uploaded have time and user stamp of the upload.
55 votes -
Email files straight from document management
Email files straight from document management, currently we have to download them and attach them to an email
32 votes -
Set certain document management categories to show on portal by default
Set certain document management categories to show on portal by default, like invoices and inspections (and have the option by tenant or owner)
23 votes -
Storage limits for documents
Can the storage limit please be increased as it is not large enough to save an entry report in the renters document section or any document section for that matter. We are resulting to saving them on Google Drive..
21 votes -
Restrict who can delete files from document management
Only certain users should be able to delete files from the document management
18 votes -
Owner invoices sent to owner even though not paid in PT
Can PT include documents marked as Owner Invoice when not being paid. For example we receive copies of water/council/strata when they are direct debited from the owner, but not included with the owner statements. Then when the owner is doing their tax the accountants want copies of the invoices. We then have to download and save them, then email them.
The other option is to be able to select the invoices we want to send and be able to email them direct to the owner like we can do from File Smart
17 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
17 votes -
In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
14 votes -
Allow emails from gmail to be drag and dropped into documents
Allow emails from gmail to be drag and dropped into documents
14 votes -
Invoices Tab for Owner
Under owner have a tab INVOICES which shows all invoices paid or pending in one list - not having to look through statements or recent transactions
12 votes -
Attach invoice to create credit
It does not seem that you can add an invoice when creating a credit to a tenant. The owner just sees the credit applied on the statement but no invoice can be attached. Would be nice for an owner to have a document to support the tenant credit.
12 votes -
Change of Owner, having the option able to transfer over document management and notes
When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property
12 votes -
Lease document available on Lease & Rent Tab
It would be great to be able to access the lease document easily without hunting through documents. Including any old leases. Similar to the Compliance tab would be great.
9 votes -
Be able to attach documents to communications from within Property Tree
I think you should be able to attach documents to communications from within property tree, for example sending an email to an owner and wanting to attach the Residential tenancy Agreement from the tenants folder ETC
9 votes -
Identify User Data Entry
It would be extremely useful for Management if we were able to see who has entered/deleted information from the system for auditing and error processing. Just like receipting you can identify who has receipted funds.
9 votes -
Preview documents in the document tab
It would be very useful to be able to see each page in preview form of the documents uploaded into the property/owner/tenant card so we do not have to download each document to view it.
8 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
8 votes -
Documents Names being less restrictive
When adding documents to emails and documents tab under the the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
7 votes -
Management Agency Agreement - available in Ownership Tab
It is often difficult to find all MAA's for an owner. It would be good to be able to easily see these all in one place. Perhaps under the Ownership tab? If the view could be similar to compliance, that would be so much easier to find current and past MAA's.
These are key legal documents that should be quick and easy to find. Thank you.
7 votes -
Invoice genius a link to view work order
It would be great to have in Invoice genius a link to view job work order. This would allow you to check that quoted amounts match the invoice or if you have multiple jobs, to select the correct job rather than having to go out and open via maintenance.
7 votes
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