1173 results found
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Remove Event Driven Ownership Statement/Payment Fees in Bulk
Having the ability on the Ownership Payment screen to waive any Fees in Bulk (e.g. Admin Fee), for any fees charged by an Event such as Ownership Statement / Ownership Payment.
That would for example allow to create Mid-Month and EOM Owner Statements, however only charging the one Fee amount in total at the EOM.
That will solve the issue of either having to split the fee amount (half at Mid-Month, half at EOM) or charge the total fee amount manually.
It will also help remembering having to manually remove the fee in case of a one-off statement without a…
15 votes -
Better visibility of Recurring Invoices on Tenancy + Owner Profile
Invoices on Tenancy Profile:
- Ability to see the Recurring Tenancy Invoices on the Tenancy profile, on the Financials tab > Outstanding Invoices, without having to first click on ‘View Recurring Invoices’.
- Selecting ‘View Recurring Invoices’ then unnecessarily takes you out of the Tenancy profile, which is not ideal if you just want to view what’s currently setup against the tenancy.
- Also, even if the Recurring Tenancy Invoice is not yet outstanding, however there is one scheduled and due in the future, it would be great to have that information on the screen.
- Adding columns displaying the…15 votes -
Integration with REA ignite
Would be great to have integration with REA ignite, similar to Snug integration. This would allow approved tenants to be imported straight into property tree, cutting down data entry and saving any manual processing errors. Our REA rep advises that they are open and willing to begin working on an integration.
15 votes -
Invoice Arrears by days column option
Currently you can search for tenancies in arrears and days.
For states outside Victoria who invoice tenants regularly (water etc.), we require a report function to advise arrears by days - that is not via Business Insights.15 votes -
Being able to search by 'suburb' in global search bar
Currently when you search in the global search bar, you can only search for the number address. When you type the suburb, properties do not show up.
The functionality for the Global Search bar to pick up all properties by the suburb you are searching for would be amazing.15 votes -
Inspection Change Audit
Information trail on who updates inspection times and reminders.
Example - agent moves all to an incorrect date and communications go out - we have no trail on who did this - unless user voluntarily admits to action.15 votes -
Bulk Edit 'No Current Inspection'
It's possible to bulk edit inspections for each individual status, but not for the ones that have 'No Current Inspection' set.
Having the bulk edit also for that status, would allow better efficiency in getting the inspections up to date.
15 votes -
Search by Suburb
Be able to pull a report to search properties by Suburb for example the profile list
15 votes -
SMS Templates - for Ad Hoc messages
We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.
15 votes -
Customise User Access to a specific Trust Account
Ability to customise User Access to a specific Trust Account within the same PT database.
For example, there is more than 1 trust account configured (e.g. multiple Rental Trusts, or separate Rental and Sales), however, users should only have access to the data of one/some Trusts within PT, but not all.15 votes -
Notes you add regarding maintenance (updates) be able to be part of the maintenance summary report
Notes you add regarding maintenance (updates) be able to be part of the maintenance summary report that is printed.
15 votes -
Rent Roll Sale - bring across more information
Hi, Following a recent rent roll sale we discovered that the compliance register information stored under the Property does not migrate. Part of due diligence when a seller sells a rent roll is to ensure all this information is up to date. ie Certificate of Titles, Landlord Insurance, Electrical Safety Certificate & Pest Inspections. This information not migrating is quite inconvenient and is something that should be prioritized for future rent roll sales. It was also noted that owner tags, ie mid month/end of month also didn't carry across.
Your urgent attention is appreciated.
Regards Vanessa Mansfield15 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
15 votes -
More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
15 votes -
Bond increases for commercial properties
The new bond increase is great, but it needs to be available for commercial properties and be able to genrate an invoice with rent increase and bond increase.
14 votes -
Birthday greetings automatic emails
sending automatic emails to clients for birthday greetings.
14 votes -
Invoice number & Tenancy ID linked for receipting funds to the correct tenant.
If the tenants put the invoice number on their rent payment (instead of tenancy ID), then PT receipts the money to the correct tenant automatically.
14 votes -
Allow a task to be linked to property compliance
Under the property compliance tab, allow an option to create a task straight from that so you aren't in effect duplicating data by then creating a task.
14 votes -
An option on Rental properties to generate a Sale.
Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.
14 votes -
Add PM email as an option to be cc'd into a mail merge email
Add PM email as an option to be cc'd into a mail merge email.
As an admin person, I send all rent reviews and any other letters on behalf of PM's.
It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.
14 votes
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