1085 results found
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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 date3 votes -
Ability to Merge Creditor Profiles
Merging creditor profiles into one
3 votes -
Task attachment in Documents to show Task Summary text or Task Category text not "Category: Property Task"
An attachment dragged and dropped into a task (for example – an email, a PDF invoice, a document etc) is saving to the Documents Tab Notes column section in the following format ‘'Category: Property Task’. This is not descriptive at all and doesn’t shed any light on what is attached. Is there a way for them to save using the Task Summary wording or Task Category wording instead?
3 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
3 votes -
Owner approved tradespeople
When owners use their own trades or have specific trade person instructions for agent and tenant have a section of maintenance screen where it highlights so no errors are made in using incorrect people
3 votes -
owner statement to allow for full month as per accounting periods
Would like the ability to set the statement date rather than on the day the statement is created, so a full month statement can be created. Currently if month end falls on a weekend the report is dated for the day the statement is generated.
As a example we would like to create an ownership statement for the 31st of the month so the statement period is from 1st - 31st of a month in line with accounting periods.
3 votes -
Statements to be available for bulk sending when processing payments only
When processing 'payments only' it would be good if there was an option to bulk send the statements to the owners/ creditors later on
3 votes -
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes (I.E when an open home is scheduled in VaultRE this sync/showed in our apple calendar)
3 votes -
Ability to add Global comments/disclaimers to Work Orders, Statements, Invoices etc
In Rest we had the option to add our own global comment to things like Work Orders, Statements, Invoices, Income and Expenditure reports. This allowed us to have a tailored note or disclaimer within the document. At the moment we can only add tailored information within body of the email.
3 votes -
Reopen Cancelled Inspections
Can we reopen/edit cancelled inspections as to re-use instead of creating a new entry?
3 votes -
Sensitive notification emails to include entry of bank accounts, not just changed bank accounts
Currently Sensitive Notification emails for bank accounts are only if the details are edited, there is no email for the initial entry of details. For example, if a new creditor is created and bank account details are entered upon this initial set up, there is no Sensitive email.
3 votes -
Key Register - option to print residential or sales key list
There should be a filter for printing commercial or residential only key lists.
3 votes -
We would like the ability to be able to assign from Unknown Funds to Agency.
We would like the ability to be able to assign from Unknown Funds to Agency.
3 votes -
on the tenancy leases report make a column for last rental increase date.
on the tenancy leases report make a column for last rental increase date.
3 votes -
Communication platform unread emails
Is there a way that the communication screen can be expanded so that property managers can see all emails outstanding (instead of the 8/9 shown) and is there a way to flag the ones that have actually been read? Failing that, is there a report that can be compiled showing emails still outstanding so that emails can be 'tidied' up regularly?
3 votes -
Bricks+Agent Maintenance Information
We would love our integration with Better Bricks+Agent Maintenance feeding through information to the PT maintenance Dashboard tab and Statistic Reports.
3 votes -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
3 votes -
Ability to archive a sale property if it has been withdrawn
Ability to archive a sale property if it has been withdrawn without having to add a dummy buyer or a dummy maintenance request.
3 votes -
2FA for Portal Logins
We've had an owner request the option for 2FA on their portal login given the nature of the information they are accessing online.
3 votes -
Add in "point of contact" for adhoc emails so admin can send emails through the system and have any replies come back to the actual point o
Add in "point of contact" for adhoc emails so admin can send emails through the system and have any replies come back to the actual point o
3 votes
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