989 results found
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Dashboard – automatically display search results without having to click ‘Search’
When accessing a report page from within a Dashboard, it should automatically show the search result (report/grid) based on the filter selection made on the Dashboard.
However, to get the actual search result (report/grid) on the report page, a user has to click ‘Search’ first.
This is an unnecessary step, as the filter selection has already been made, and by clicking ‘View’ on the Dashboard, the user is confirming what search result they want.2 votes -
Add payment cycle of bi-monthly for tenant rental invoices
Add payment cycle of bi-monthly for tenant rental invoices
2 votes -
Save email to creditor against property profile
Would be great to have an easy view for PM's to view emails sent to creditors. If this was saved against the property profile as well (not just creditor comms), this would make it easier for PM's to find all comms & be across what is going on in their portfolio
2 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
2 votes -
Remove the ability for the renter to change the date of a routine inspection.
To remove the ability of the renter to change the Routine inspection date in their comms via the portal. We are unable to use the automated reminders due to this. This would save us so much time as we are having to remind our renters of the inspection times. Thank you
2 votes -
Alert to toolbar for Invoice Genius Items
It would be great to have an alert on the tool bar that tells you when you have items in invoice genius, important for when you don't use it every day and someone is trying to communicate with you.
2 votes -
Recent transactions - display paid date not the entered date
Under the Tenancy preview, financial tab / Recent Transaction please change the date that appears on this screen to the date the invoice was paid not the date entered. We dont need to know when entered but if tracking payment history need to see what date they paid. Sometime not the same if a weekend between entering.
2 votes -
Improve invoice genius upload time
Taking so long to upload to invoices, sometimes 5mins per document which is time consuming
2 votes -
accommodate for international bank transfers
In PT you can only edit the Owner's contact payment information to either EFT or Cheque.
The EFT method requires AU specific account details which for any Owner with an international account is impossible to provide.
As a workaround, our accounts team set the method to Cheque as it is the only alternative in this scenario, of course, they do not process the payment by Cheque.
Owners not happy with this as not accurate for their financials and reporting
2 votes -
Ability to clone Property Tree accounts
When setting up a new PT account, there should be an option allowing the agency to clone all templates in their original PT account, i.e. logos, letters, notices, tasks, categories & business roles.
This would greatly help if the agency is expanding into new PT accounts using their current trading name.2 votes -
Sales Flat Fees Triggered by Add Buyer
Add the option to have a flat fee triggered by Add Buyer, rather than Manual only.
2 votes -
Putting a button shading on the cancel receipt button - I wasted your support girls time due to not knowing it was a button.
When cancelling a receipt there is no actual button shading over the "Cancel Receipt" - I didn't think it was a button - I just thought it was greyed out and therefore couldn't be used.
2 votes -
Invoice Fee Charged - refer to invoice it relates
When an invoice fee is charged, the invoice is referred to on an owners statements
2 votes -
Contacts to have ability to allocate certain communications
It would be great if cntacts being set up could receive certain communications such as an automatic chck box which you can remove some communicatiuons for. We have lots of tenants who have their accounts managed by others or tenants who hold a lease like a company and they put their workers in there. The workers need entry notices and tenant info but not invoices or arrears notices and things. Being able to separate the communication for each tenant as needed would be really beneficial to effective client management and client satisfaction.
2 votes -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
2 votes -
Remove Commercial Widgets from Dashboard
We are a residential property management company only so it would be good to be able to select to not show, or disable, the Commercial areas of PT on screens and dropdowns
2 votes -
Field to record birthday, link to auto comms
Can a field for birthdates be put in so that we can then automate birthday communications to clients from the system?
2 votes -
2 votes
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automation via different roles within the company
We would like the ability to send automated communication from different team members working within a portfolio. For instance, we have a few super PODs / Portfolios where the Senior PM liaises with the owners and the PM deals with the tenants so ideally the arrears and routine inspections should come from the PM not the SPM. Surely this is a common issue - would be great to have some flexibility here.
2 votes -
Property type for granny flat
In the property profile, can we have the option of the property type to be a granny flat?
2 votes
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