1130 results found
-
Maintenance request history to be shown on property profile
All previous maintenance for property to be found within the property profile itself, rather than having to search for it
12 votes -
Enable the ability to disable access to the Agency Statements using user defined security roles
Currently, you can only disable the ability to view statements in general, not specifically disable user access to the Agency Statement. Like you can with the Agency Ledger. We need a separate user permission to separate the Agency Statement access.
12 votes -
Return to profile page after generating the Tenancy Ledger
After I retrieve the rental ledger, I would like the Property Tree screen to revert back to the tenancy profile page automatically.
12 votes -
Categorize merge templates so they are easy to find when using the dropdown
We have so many mail merge templates that when we use the dropdown to select the template we have a big list of them to go through (currently in alphabetical order). Would be great to have custom categories for our mail merge templates so that all the rent arrears templates displayed together, and then all the lease templates etc.
12 votes -
Tenancies - Alternative to Archive
We have a problem with Arrears and Vacancies on the Dashboard not giving the true picture.
The reason is largely due to Bond Claims pending action.
To ensure Bond reconciliations are accurate, we have a policy that tenancies are not archived until the bond is settled. Otherwise, the bonds will not reconcile with the RTBA’s list for our Office/Agency (Victorian Bond Authority).
As a result, the Vacancies and Arrears data is skewed by these “active” tenancies.
I was wondering if we could have an alternative to “archive” for these tenancies?
We want the bond to come up on the PT…
12 votes -
Intergrate Docusign so it records any leases etc that is sent for an electronic signatures
Intergrate Docusign to record that an email has been sent for electronic signature.
12 votes -
Change wording on the receipt
Update the wording on the receipt to say "incl Part Payment"
12 votes -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
11 votesIf using the communication platform, we are working on allowing new portal messages into the inbox.
-
Option to issue statement / remittance advise for bpay creditors
Bpay creditors do not receive statement / remittance advise after payment. It will be good if we have the option of generating statement / advise to confirm the payment status. Real life example, we need to order a security key from Strata urgently, payment sent through bpay but Strata asked for a remittance advise which we are unable to provide.
11 votes -
Change to rent allocation rules
If rent does not match do not allocate payments to invoices but instead put overpayment into Held Funds.
11 votes -
Mail Merge Fields (Commerical)
Additional merge fields for email templates specific to Commercial Property Management (i.e. Lease (Further) Terms, Rent Review Date & method i.e. Market Review/CPI etc)
11 votes -
Maintenance jobs to show all correspondence to owner, tenant and trade in the job car
Maintenance jobs to show all correspondence to owner, tenant and trade in the job card so all in the one place
11 votes -
add maintenance jobs to the dashboard
Could we have a new icon for maintenance so we can see it on the dashboard instead of having to run a report?
11 votes -
Maintenance notes showed on invoice genius
Would be good if maintenance notes showed on invoice genius, i.e. when owners pay invoices direct
11 votes -
Communication - Manual receipt Transactions
We are always trying to improve the % of Receipts that process automatically (within defined parameters). Currently we use the Tenant Download report for manual receipts to identify these Renters/Payments and send an email to advise of the problem with their receipts. This email advises them of their Rent amount, Rent period and Rent ReferenceID and includes instructions to assist with where to put the reference. It would be amazing if we could somehow automatically send (where appropriate), these emails (and/or SMS) to these Renters. This would be a real time saver and improve receipting efficiencies down the track by…
11 votes -
Owner preference - Income & Expenditure Statements
Regarding the Income and Expenditure Statement, the owner listed the items required by the ATO. They would prefer to not have the statement show information that would come from another party (ie bank/broker).
Example - Total capital allowances & Total legal fees
They suggest that PT produce subheadings that align with the ATO fields and group the expenses into the subheadings. For example;
Total Repairs
- Air Conditioning
- Fire Protection
- General Repairs and MaintenanceTotal Agent Fees
- Income and Expenditure Fee
- Residential Management Fee
- Administration FeeTotal Body Corporate Fees
- Strata - Admin /…11 votes -
Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.
Ledger for Commercial Properties showing receipts only, not invoices & receipts.
11 votes -
Calculate Rent to the Day
It would be much easier for tenants to understand their receipts and ledgers if rent was calculated to the day.
It would reduce large part payments and the confusion that most tenants have regarding this especially when looking at their receipts.
11 votes -
Stage of Sale
As in REST would like to see the stage of the sale e.g. listed, marketing, under offer, deposit taken and exchanged.
11 votes -
Income & Expenditure Report to excel
Ability to export I&E report into an excel spreadsheet
11 votes
- Don't see your idea?