1085 results found
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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 -
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 -
Ability to enter more than one smoke alarm type
Have the ability to enter more than one smoke alarm type. Some properties have two different smoke alarm eg Hardwired and Battery, at the moment we can only register one. This is relevant for both the Smoke Alarms and Compliance (only one can be entered to each)
19 votes -
Restrict who can delete files from document management
Only certain users should be able to delete files from the document management
19 votes -
Have the property managers name as a column in reports
Option to have the property managers name in all reports, so that when they are exported or printed this is known. As it is only a filter, it's not apparent unless still on that screen in PropertyTree as to who the agent is
19 votes -
Auto communication option to owner for compliance expiry
Have an auto communication option so an email can be sent to owner with details of expiring compliance and details of current information held
19 votes -
Ability to make notes on unknown receipts
Once an unknown receipt has been entered it would be great to be able to make notes as to what has been done to date for auditors
19 votes -
Type of lease (commercial or retail)
LEASE TYPE:
Please have an option when entering in lease details for commercial tenants to choose whether or not the lease is
- commercial or
- retail
18 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
18 votes -
18 votes
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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.
18 votes -
Creditor Statement Template
When creditor statements are sent out, the user who processed the payment is listed in the signature on the body of the email. Currently, there is no way to change the name, or remove it. It would be great to be able to edit this.
18 votes -
Send a tenant invoice individually without the statement of other outstanding invoices
When entering a tenant invoice, send this invoice individually without the statement of other outstanding invoices at the end. This allows for that invoice to be resent as required and makes it clear for the tenant.
Then have the statement of outstanding invoices separate, so a statement can be sent at any time.
18 votes -
Ability to accumulate Held Funds for owners each month
Ability to Accumulate Held funds on a monthly basis instead of manually having to do this against the owner. MRI Palace has this function
18 votes -
Reimbursing/Compensating Tenants
Rather than entering a tenant as a creditor to refund/reimburse/compensate them, it would be good to have an area in their existing profile to just enter EFT details and then an "action" under the 3 dots on their profile to disburse them funds from the owner. The current process does not reflect on the tenants ledger that the reimbursement took place at all, and by adding new creditors, we then have to go in and archive them all...
If entering a Tenant Credit for rent to compensate the tenant, it doesn't reflect against the owner as an expense/debit, and the…18 votes -
Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
18 votes -
Commercial leases
It would be nice in automated Commercial lease renewals to differentiate between leases that are coming to the end of a lease and those with a further option within the lease. Different triggers and letters...
17 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
17 votes -
filter auto arrears notices by $'s
Is it possible to filter auto arrears notices by $'s ie: if a tenant say short pays by $0.30, after 7 & 14 days they will receive an auto arrears notice to pay. We would like an option to filter notices over a certain amount?
17 votes -
Configuration icon position
When on a laptop or small screen - can't access or click on the icon for configuration. No scroll function to bring it onto screen.
17 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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