1044 results found
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Document Management Folders
When you open the document tab it should be set into folders or categories so all documents can be filtered into different tabs and not shown as a list of random documents. The categories could be set by each agency like (management docs, invoices, maintenance, tenant docs, compliance, etc.) I know there are categories already however having all documents held together in one folder by type would make things easier.
10 votes -
Separation of properties in portal
Clients with more than one property are unable to view graphs and details for each property individually.
Only work around is to have separate email addresses for each property with different portal log ins10 votes -
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
10 votes -
Tracking Invoices through Invoice Genius
We need a way to track Invoices through Invoice Genius. Once an invoice is sent there is no way to prompt a PM to approve or to flag that the invoice has already been entered into invoice genius. There is no record of notes for the activity pertaining to an invoice. Invoices need to be time stamped with status updates - Entered > approved > Processed > paid.
10 votes -
Leasing Fees as a % of the annual rent
In Victoria we need to be able to enter Leasing Fees as a % of the annual rent.
10 votes -
Bank Reconciliation Reminder
To reduce any Bank Rec issues because it hasn’t been done for a while, it might be good to get pop-up reminders, alerting Agents to take action.
For PT users who are not required to do Bank Recs at all, it would be good to have a turn on/off option for such reminders (controlled by MRI on the Admin Portal, not accessible for users). Maybe get users to sign/agree on that.10 votes -
Water Invoicing
We are required to have a water meter read on the Ingoing Property Condition Report though there is no where for this information to be carried over into PT.
We will need to check invoices prior to the auto processing incase a property has been sitting for a few days and retic has been on / property has settled / water leak. We need to be able to clarify which has always been a great audit feature when you can put the KL used with the dates. Didn't need to go back and look through invoices and clarify as you…10 votes -
Email signatures with clickable links (hyperlink or QR Code)
Ability to add a clickable link into the user banners i.e. QR code link to be clickable not just scannable in the image. Extend format of files from just PNG and JPEG to Other formats that include links.
10 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
10 votes -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
9 votes -
have different defaults for routine inspection frequency for different type of properties
have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently
9 votes -
Signing Request Reports to be available in a PDF option
Signing request Reports to be able to be generated in a PDF Format rather that a .docx Word Document
9 votes -
When updating compliance you should be able to add the new compliance certificate
When updating compliance, you should be able to add the new compliance certificate
9 votes -
operator who processed creditor invoice to show on creditor ledger
It is important to have the ability to identify the operator who processed a creditor invoice so that if there are errors further training can occur. Presently it is really difficult to get this information, other than trawling through the 'information audit report', in which case you need to know the date it was entered and currently neither the ledger or the outstanding invoice report shows this information, only the due date.
9 votes -
Ability for RRP to update Account details with 2FA
RRP able to update the account their rent is paid into via the owner app with 2FA, to avoid having to call the office.
We are seeing more and more RRP's looking for more secure options to share bank accounts details.9 votes -
Maintenance notes showed on invoice genius
Would be good if maintenance notes showed on invoice genius, i.e. when owners pay invoices direct
9 votes -
changing task category in bulk
Would love the ability to change the task category in bulk...........
9 votes -
Breach and Terminations notices showing on Rental Ledgers
Breach and Terminations notices would be useful to be shown on Rental Ledgers.
Tribunal reports are not shared with PMs on references, Rental ledgers need to be the main source of arrears and breach notices information.
This would give clear insight to Property Managers when looking at an applicants history, and on a business internal view, a snapshot of the tenants history of breaches and termination notices.
9 votes -
Move support chat button to right side
move chat button from the bottom left side to the right side as it is very disturbing where it is currently and can not access the configuration icon
9 votes -
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
9 votes
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