1126 results found
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Edit a tenant invoice when entered through creditor invoicing
Would like to be able to edit a tenant invoice when it's entered via create creditor invoice or invoice genius. Can currently do this when it's just a tenant invoice entered, but through the other way it's linked and we have to cancel the invoice and re enter it.
82 votes -
REI intergration - Should grab the "ownership name" not the ownership contact - incorrect info populating -
REI intergration - It should grab the "ownership name" not the ownership contact name. This leads to incorrect info populating which is less than helpful
78 votes -
Owner and Tenant Portals - Post your feedback
Hi Supporters! We're wanting to refresh the Owner and Tenant Portals and invite you to comment below any feedback regarding this. What do you like or dislike about the current Portals? Is there additional information that you'd like to provide to your Owners and/or Tenants? All previous Portal suggestions have been noted for this project.
78 votesWe are pleased to advise that new Owner and Tenant Portals are now in Development! This will be accessible on both web and Apps for Owners and Tenants. We'll let you know once this is available for EAP and general availability.
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Ability to apply held tenancy funds during receipt
When receipting to a tenancy, it would be helpful to be able to see what held funds the tenancy has available and also have the option to apply some or all of these held funds to their rent and/or invoices during the receipt process. This would save having to go back to the tenant later and doing a separate step to allocate tenancy funds.
77 votes -
Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
76 votes -
Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog
Be able to enter a permanent note on inspection reports ie Dangerous Dog @ Property. Also some form of automation for maintence so trades are aware. Especially helpful if staff do not usually attend the property. Even if it was a pinned note but instead of selecting the current options of PPty Note, Ppty receipt or Creditor/Tenancy it could be an inspection or maintenance pinned note.
75 votes -
Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
73 votesUpdate: We are currently working on the ability to have Tenancy Invoices and receipts sent as PDFs as the first piece of this project. We will then be working on the other areas of Property Tree as a staged approach.
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Option to CC/ BCC Property Manager in Auto Communications sent
It would be great to have the option to either CC or BCC the staff member in any Auto Communications sent out, or even create an auto generated email summary of all communications sent off for the day.
70 votes -
Remove Authentication required for adding ownership & creditor profiles
The SSO update is intended to improve security and ease access; but, every time we add ownership or a creditor, we must input an OTP. Assume we add 10 ownerships/creditors per day, means we must also generate 10 OTPs.
Code takes too long to arrive at times and is quite time consuming. Instead of always entering OTP, I believe we should have the choice to verify once and trust a device without constantly inputting OTP.
68 votes -
Automated messages to be sent out to rental providers when the tenants are in arrears
Automated messages to be sent out to rental providers when the tenants are in arrears
67 votes -
Reference for Sales Bank Transfer
Reference allocation for ABA uploads and Bank Transferrs
There needs to be a way to be able to put reference numbers/names into ABA file bank transfers. I have done several transfers to Solicitors/ NSW Trustee etc and the money has been unable to be identified. I understand that you can do a transfer straight from the bank, if this is the solution, why use property tree at all. We strongly rely on references, including to vendors.When we used REST, we were able to do this. Simply being able to add a reference and the information comes across from the…
66 votes -
Document Upload - Time & User Stamp
Functionality that documents that are uploaded have time and user stamp of the upload.
66 votes -
Please separate out commercial invoices and commercial statements
It's so confusing for commercial tenants receiving a statement everytime a new invoice is generated and sent. Would like to just sent the new invoice, and then have the option to send statements when we want to
66 votes -
Edit work order PDF details
We would like the ability to edit the downloadable PDF work order link that is sent to the trades. Currently we can only edit the email communication sent to the trade and not the work order. We would like to include invoice instructions that come up on the PDF not just the original email as trades tend to print the work order and never look at the original email again.
64 votes -
Calendar integration for inspections
Calendar integration for Inspections. Inspections times are sent to the PM Calendar 7 days prior to the booked inspection.
63 votes -
Background Colour options
Hi! I am suffering migraine due to white background. Can you please give me some option to change my background into dark? That would be great!
61 votes -
Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
59 votes -
Have the compliance register dates appear in the alerts when due for renewal
Have the compliance register dates appear in the alerts when due for renewal
59 votes -
Have an option to list properties in alphabetical order, or numerical order on owner statement
Have an option to list properties in alphabetical order, or numerical order on owner statement rather than just the order of property ID, so easier to read, you could do this in REST, there was an option in property - REPORTING ORDER.
57 votes -
Approved Occupants
Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property
57 votes
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