1102 results found
-
when you review income and expenditure statement, it would be nice to have an option to email it to yourself like you can withthe mailmerge
When we review income and expenditure statement, it would be nice to have an option to email it to yourself like you can with the mailmerge
4 votes -
Opening communications
When you exit communications if it could stay on that page where you are up to instead of refreshing Home, becoming frustrating when you have to open the communication to check if thats the email you are looking for.
OR better way to search communications.
4 votes -
Cheque allocation keeps jumping and changing
when allocating cheque numbers the system keeps jumping and changing. Very irritating and easy to make mistakes.
4 votes -
Invoice Genius
In Invoice Genius, can you create a tick box to open the new invoice but with the same creditor? EG: Rates notices
4 votes -
Invoice Genius: Expand vertically Wider in creditor's description
Please make the key-in space vertically wider in the creditor's description. Normally the description is very detailed with long sentences, we can only move the mouse to see the whole context .
The shape of space for tenant's description below is good and big enough. Looking forward to the improvement. Thank you.4 votes -
Have a send an update email option for a change to routine inspection date and/or time
Have a send an update email option for a change to routine inspection date and/or time so tenants have a copy of the new appointment
4 votes -
The Tenant bank account details to be linked for refund
The Tenant bank account details in the contacts should be linked to the tenant refund (including bond refund) automatically.
4 votes -
Match and allocate arrears amount for tenant download
When using the tenant download, can funds be receipted automatically when the amount paid matches the arrears amount? At the moment, it rejects because it may not match the normal monthly rent as it's a part payment, and we have to receipt it manually
4 votes -
Adding merge field to include both landlord names in PT template
When sending out a email to a landlord with merge fields, it would be good to have a field which picks up both landlord first names not only the primary landlord.
4 votes -
Need to be able to upload larger Ingoing Reports from Proptech to PT Docs
Large files cannot be uploaded such as Ingoing Reports from Proptech.
4 votes -
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements. Clients have asked if they can be generated in the order that they appear on their statement so they can easily cross check the statement and attachments.
4 votes -
GST status of owner available on Creditor Invoice screen
It would be really helpful and benefit efficiency by being able to view the owner/landlord GST status on the Create Creditor Invoice screen when selecting tenancy invoice.
4 votes -
Ability to search a tenant invoice number for a tenant fee.
We need the ability to search a tenant invoice number for a tenant fee. We can only search the tenant fee status or name. Tenant invoices for tenant fees don't appear within the find tenancy invoice search option.
4 votes -
Sales Marketing & Charges
An issue with entering Marketing & Sundries fees is there is no capability of entering further information pertaining to the individual charge .... ie, date expense incurred. This would be useful if you for example have multiple newpaper adverts over a period of so many months. The Sellers want to know exactly when these charges occured, not when the charge was disbursed in Property Tree.
4 votes -
lost management date
Have a separate lost management date.
we should be able to keep the authority end date as is and have a separate field for the lost management date4 votes -
Strata Company contacts listed under the property section
List the company name, p[hone and email address of the strata manager who is looking after the building in the event that works or reporting items that are on the common property
4 votes -
Creditors- remember last Creditor input until changed
When in Invoice Genius, we would like the system to remember to remember the last Creditor used eg Yarra Valley Water when inputting a large batch of Invoices. We are currently losing a great deal of time searching for the same creditor for every invoice.
4 votes -
Category for casual letting
Please can you have a category that you can enter casual lettings, it needs to be separate from lost and gained properties as we archive and unarchive these properties. It affects our lost and gained properties if they have to go to residential rentals.
4 votes -
Add button to select property when paying selected creditors
Please consider adding the option to select the property when paying selected creditors. It would make life easier as currently we need to go through all invoices entered although we only need to pay 3-4 (overdue) invoices for a specific creditor.
4 votes -
Owner Statement with tenant part payments
It would be great if you could design a statement that carries on the tenant/s part payments to the following statement. Our clients get very confused when they may receive more than usual on month & then less the following month & don't understand why.
4 votes
- Don't see your idea?