1011 results found
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archive tenant contacts
Ability to archive specific tenants in an existing profile rather than creating a brand new tenancy profile.
4 votes -
Remove or have a way of removing notation from top of Commercial Invoice
Need to be able to amend/remove the notation at the top of a Commercial Invoice that indicates that it is an 'amended' tax invoice. We have a number of commercial tenancies that are receiving a 'credit' and as soon as this is applied, it creates a new invoice (which is great) but then adds this note to the top left of the invoice - which will only create mass confusion with our commercial tenancies.
4 votes -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
4 votes -
centrepay for tenant download
Option to import centrepay file into property tree for tenant downloads.
4 votes -
Invoice Arrears Days - number to be shown in "Tenancies in Arrears" view
When reviewing arrears from Dashboard and you go to "Tenancies in Arrears" it would make it much easier to manage arrears if we could see number of days in arrears as a column.
4 votes -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Purchaser bank account
Can you please add a field that you can enter the buyer's bank account details in advance like you can with the vendor's bank account details (on Financials Tab). Currently you can only enter them at the time of disbursing funds, so if you make a mistake etc, and need to start again, you need to re-enter the details.
Would greatly help with advanced preparation of settlements.4 votes -
Add merge field without template
Could the option to select a merge field while typing an ad-hoc email be added, without the need to select a template? We lease a few homes to one single company and it would be very beneficial to have the Property Address merge field so we can add it to the subject line or in the body of text. Thank you.
4 votes -
Tasks reporting to include description, not just heading
Can we please have the Task Management report include the description, not just the heading, the same as the notes reporting?
4 votes -
Communications associated with a maintenance job, should be viewable within the maintenance job
Communications associated with a maintenance job, should be viewable within the maintenance job. Currently, to view any communications linked to a work order, you need to look through the contractor file, rather than the actual maintenance job. This is very time consuming.
4 votes -
I & E Statement from Owner Profile
It would be ideal if we could create an I & E statement from the ownership - actions as one offs. Currently you need to go to create I & E and cannot select one owner until you have searched all owners.
Ownerships that end during the year due to sales or family returning to property, need these statements sometimes early or I like to create them when archiving the property and then its done and finalised.4 votes -
Property Manager Display on Search
When searching a property address - it would be great if it displayed the Property Manager rather than having to select the property
4 votes -
To be able to print or pdf outstanding ownership invoices
It would be handy to be able to print off or pdf an Owner's outstanding creditor invoice that are entered into Property Tree so it can be forwarded/mailed to them.
4 votes -
Inspection Manager
Would be good to have all the properties synced into Inspection Manager rather than just the ones with upcoming inspections. We have to enter them into inspections summary as ingoing/outgoing and then sync to IM but once we close it it charges a routine inspection
4 votes -
Amend Creditor in "Edit Invoice" Section
Have the Ability to Amend the Creditor Entered (in Property-Financials-Edit Invoice) so invoice does not need to be reentered, as a whole
4 votes -
Back end activity log - invoices processed
When a invoice is processed, you cannot see which user has completed this or see a log.
We have had a couple of instances where we needed to address certain situations around task management and accountability and due to know log, it has made it difficult.
4 votes -
Show Property when searching for owners
Hi, Can I suggest that when you search for a landlord in the "Search Bar" at the top, can the details of the "Property" be shown. This would be helpful when identifying landlords with multiple properties. Presently, it shows the address of the landlord and an id number that means nothing to me when I am looking for a property address. Thank you
4 votes -
Strata tab identification
In the Property section to have a STRATA tab in the drop down box.
4 votes -
Rent amount breakdown display on ownership statement
If tenant is paying monthly rent, is there a way that the weekly and monthly rent can be displayed on ownership statements for the tenancy?
4 votes -
A past property key register
This would be a report that shows all properties that have been assigned to a number for about 5 years or so
4 votes
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