1204 results found
-
apply signatures to receipt/document templates
Have templates saved with signatures so for example when receipts are issued, they are signed.
9 votes -
including effective arrears report for commercial
The ability to run an arrears report for Commercial using effective date as well as periodic the same as residential
9 votes -
Notes pinned to Tenancy receipt have an alert noise
When notes are pinned to Tenancy receipt is it possible to have an alert noise of some sort. Many times the blue line with the note is missed and payments are allocated incorrectly. This also applies to Ownership - Creditor Invoice. It needs to have the ability to be turned on or off as some may not like it making noise all the time.
9 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
9 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
9 votes -
Allow multiple accounts on one ownership
Allow owners with multiple properties to have multiple bank accounts - a different account for each property rather than needing to create multiple ownerships.
9 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 votes -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice9 votes -
I would like to be able to create a list of all sales in a date range and listed in chronological order.
I would like to be able to create a list of all sales in a date range and listed in chronological order. Currently if I try to create such a list, the only was is with a sales ledger which lists the details in order of the vendor's first name.
9 votes -
Rental Increase should automatically update the direct debit with the new amount
Rental Increase should automatically update the direct debit with the new amount
9 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
…
9 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Be able to sort property addresses properly. Another tab required for Building Level. Need to be able to sort by street addresses and number
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Trying to do water meter reads and inspections in high rises with a list out of order, very inconvenient.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
8 votes -
deleting of notes
Once something in notes section of any card it is unable to be amended or change
8 votes -
Auto Communication for Invoices - before invoice is due
Ability to set up auto reminders for invoice payment before it is due. Currently functionality is only when invoice is overdue.
8 votes -
date of birth for contacts
add a date of birth tab for contacts so we can generate lists for birthday messages as customer service
8 votes -
Tenant rent credit to appear on commercial tenant ledgers
In the event a Commercial/retail tenant has a rent-free period, if a credit is applied to an existing rent invoice, this is not recorded or reflected in the tenant ledger effectively. If a new employee was to take over, the ledger is extremely difficult to see if there was ever a credit applied, it just shows a lot of cancelled invoices and replacement invoices. A reason for the rent credit is requested when entering but is not noted down on the ledger once entered. The reason is only recorded on residential ledgers not commercial.
8 votes -
More Merge Fields for Commercial Rent Reviews
Merge field for rent reviews – can we have the “Next Rent Review date” field that would pull from Lease, Rent & Outgoings as an option for a merge field? At present we can only use the “Rent Effective date” which is not always accurate if we have backdated CPI for example.
8 votes -
Display the Annual ex GST Rent Figure for Commercial Tenants
Have the rent displayed as annual and monthly on the Lease & Rent tab
8 votes -
Multiple Lease Terms - similar to fixed rent increases
The ability to enter all terms at the lease start would be beneficial rather than just using a note that needs to be amended
8 votes
- Don't see your idea?