1130 results found
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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 -
Bulk Edit existing Fees
At the moment you can use the Fee Editor to Bulk Edit Fees, if there is no Fee amount or % applied already. However, you can't do that if there is already a Fee amount or % applied and there is an outstanding fee within the database.
It would be helpful to be able to bulk edit any existing Fee amounts and % too, and also select either some Fees or all Fees.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?
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9 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Email Format / Layout
When you open a email in communications where there are multiple replies, it goes into different clickable sections separate each email like a conversation in outlook emails.
It puts the communication thread out of order and is not that user friendly.
When you look up emails in communications, you are then clicking on the email icons for that thread to try and find the email you are searching for. It makes the process a little clunky.
For readability and user friendliness, if it could read like a normal email in outlook without having to click into different sections of the…
8 votes -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
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 -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
8 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
8 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.8 votes -
Record rent schedule entry
When entering future dated rent schedule increases into PT, it should record the person's initials whom added in the change.
8 votes -
REI Forms Integrations
When generating new REI forms through the tenant card, most documents have to be renamed before they can be sent out due to invalid characters, this should be part of the integration and is just one extra step that we shouldn't have to do. I've also noticed that when generating MA's through REI forms it doesn't pick up all owners names & they have to be added manually.
8 votesWe're pleased to advise that changes to the document name character restrictions are currently in development. We'll let you know once this has been released.
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under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
8 votes -
Making Bond and Deposit Information Mandatory for Residential Setup
It would be lovely if residential profiles could not be able to be finalised without the required bond amount being entered. This would stop bond payments being automatically allocated to rent in the meantime.
8 votes -
Property reference on ABA for commission payments
There needs to be a property reference on ABA's for commission payments so we know what property we are receiving commission for.
Absolutely crazy that this is not already done.8 votes -
Replace ‘Morning’ or ‘Afternoon’ with specific time frame format (like setup in PT)
While a user is setting up a specific time frame in PT (e.g. 10am – 4pm), MRI Inspect automatically sets up either ‘Morning’ or ‘Afternoon’.
Also, the report generated in MRI Inspect does not display the same time as setup in PT, nor does it display what’s auto setup in MRI Inspect.
Can you please make the TIME format in MRI Inspect the same as in PT (= specific time frame) and also allow a user to edit the date & time in MRI Inspect before creating the report.
This will allow recording the correct date & time on the…8 votes
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