1057 results found
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Allow emails from gmail to be drag and dropped into documents
Allow emails from gmail to be drag and dropped into documents
19 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
19 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 -
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 -
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 -
when sending emails to tenants and Owners, make the cc section available to add other staff meneber
when sending emails to tenants and Owners, make the cc section available to add other staff member, rather than having to type in their email address every time
18 votes -
Change of tenancy
Similar to a change of ownership, it would be great if there was a change of tenancy option. This would be used when there are multiple tenants on a lease/in a property and one/some of them were to move out and others moved in. The change of tenancy option would allow for a record to be kept of the original tenants, the change over and all the details associated whilst also not having to delete any names or create entire new profiles and manage rent dates etc.
18 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 -
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?
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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Property Tree Calender
Implement a calender into property tree that will pull across all rent increases, inspections, vacating tenants etc, that way you can pull up your calender for the day, EXAMPLE: if you've selected 'notify rent increases 14 days prior' it will be there ready to go for you 14 days before it is due.
18 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.
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 -
Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
18 votes
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