989 results found
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Automated Communication new tenants
We want to send a welcome letter to new tenants. Would be great to have a lease-start trigger for auto communication with tenants.
6 votes -
add maintenance from inspections
Attach Maintenance Box to Inspection Reports so it can be entered at the same time
6 votes -
Information that displays on Tenant Receipts
Have the ability to customize a tenant's receipt.
Rent paid to and from dates on tenant receipts are confusing tenants, it should have rent paid from {date} to {date} with part payment {$amount} effective paid to {date} like the tenants ledgers.6 votes -
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
6 votes -
Ability to define arrears by periodic or effective for commercial properties
There currently isn't an ability to define arrears by periodic or effective for commercial tenancies. Only for residential.
6 votes -
Customise your dashboard
Would be great if we could customise each user's dashboard.
Sales team being able to see information about sales properties.
PM seeing upcoming inspections etc.
As part of the sales team, my dashboard is entirely useless to me.6 votes -
Editing Invoice Data After Processing
Please allow agencies to edit information on invoices after they have been processed such as the description and the account as this would be helpful if changes need to e made in the future for accounting processes.
6 votes -
Improve Sale Statement Tax Invoice
Sale Statement Tax Invoice - very simply please add in a total owed figure.
The current statement shows money in and expenses incurred but not the final figure owed by the Seller. Or also in the instance the Agency needs to return unused funds. Also why can't we include our trust account details on the statement ?6 votes -
Have bank accounts against property(s), not ownership
The program would be better if the funds for each property could go to separate banks not tied to the ownership because lots of owners have multiple properties with different mortgages. NOT just a percentage of the total or a flat fee
6 votes -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
6 votes -
Read receipts for portal messages
In portal messages i think a good idea would be to have read receipts for the businesses side so we can see if other collegues have already viewed the message so we dont double cross on messages that have already been seen too
6 votes -
User Tag in Document Management
We need user ID added to documents added directly into Tenant/Property/Owner document management so we can Identify the staff who have added documents if follow up is required.
User ID is currently added to the notes section, so this seems a simple process of including this field into the document management section.
6 votes -
Held Funds for Tenancy
It would be nice to be able to see the reason the Tenancy has Held funds at a glance or a hover over the amount,
At the moment one needs to go into the Tenancy Ledger to find the reason, or run a report to find the reason.
6 votes -
Merge field for bond held amount
Merge field for bond held amount
There is no available merge field right now for bond held amount from “PT’s Property Management mail merge fields”. This is to be added to mail merge templates we use. Please get this added so the amount appears in the templates we use on a daily basis.
Can bond held be also visible on the tenancy card overview alongside with rent weekly, paid to date, total arrears etc.?
This really would be of great help on my end & really important to our contracts preparation. Thank you
6 votes -
Invoice Genius: Keeping creditor name for multiple invoices from the same creditor
Once you've entered an invoice and approved it, keeping the last creditors name in the creditor field so when entered water rates, council rates, OC fees, etc. you don't have to keep entering the creditors name. If the creditor changes, then you can just enter the new creditor.
6 votes -
Priority codes for maintenance
When allocating a maintenance request to a contractor need to be able to specify urgency for the job. Priority 1 within 24 hours, Priority 2 within 48 hours, etc. This could be done by adding tags to the maintenance requests that we can select prior to allocating and issuing a work order.
6 votes -
Completed Maintenance Report Including Invoice Details
We need to generate a report showing all completed maintenance jobs, broken down by property and including the job details, creditor and invoice details. Sorted by owner or portfolio.
6 votes -
SMS Templates - for Ad Hoc messages
We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.
6 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
6 votes -
Compliance API/Partner improvement
The ability to click through from the compliance tab and redirected to the relevant partner platform.
6 votes
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