1130 results found
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2 votes
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Enable creditor credits to be entered
When a creditor gives a refund (credit) against his original invoice.
It would be good to allow the credit to be entered against his previous invoice or on his ledger.
Even if it leaves a credit balance on the creditor.2 votes -
Deletion of data
I would like to suggest that documents are automatically deleted from the file if archived 7+ years - to be in alignment with privacy requirements
OR
Report to be generated showing files that have been archived for 7+ years so we can review and delete documents accordingly2 votes -
workflow
the ability to email a tenant or owner from a workflow. It seems it can only be done under the tenancy and not the property
2 votes -
turn off automated reminders
It would be great if we could select to have automated reminders off on weekends and public holidays. Currently we have to manually turn off on a Friday and back on Monday. To have an option to have them automatically switch off for these times would be fantastic and stop a lot of abuse and grumpy people emailing to say a payment has been made and we don't receipt over weekends. Despite having an automated email advising everyone, they don't seem to read these.
2 votes -
Option to bulk edit & close Ingoing inspections
As you are able to bulk edit and close routine inspections in Inspection Summary, also have the option to do this for Ingoing inspections (for apartment/co-living accommodation configurations).
2 votes -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
2 votes -
Attach Photos to Meters in Consumption (property profile) to assist others to locate them. Up to 3 photos. Next to Description.
Attach Photos to Meters in Consumption to assist others to locate them. Up to 3 photos. Next to Description.
I already put the location in the description filed but... Morons...
2 votes -
That the renter/tenant receives a receipt when you create a tenancy credit
That the renter/tenant receives a receipt when you create a tenancy credit
2 votes -
Commercial Lease Terms & Lease Option feilds available as a column selection in all reports
Could we please have Commercial Lease Terms & Lease Option columns available to select in all reports and even a lease notes field would be great.
2 votes -
Selective Syncing via the PT-Eagle Integration
PT → Eagle sync operates on an all-or-nothing basis for eligible rentals
No filtering or opt-in controls available.It would be nice if we could select which listings we want to send via the integration would work in conjunction with the two-way sync UV
http://mri.uservoice.com/forums/953356/suggestions/510232002 votes -
simple - quick archiving
Why is archiving properties/tenants/landlords such a nauseating process.
You can keep the checklist as an option, however there should be a quicker archive option.
2 votes -
Search field for the document section
Please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles.
It would really help in quickly locating specific files. The filter icon is not useful.2 votes -
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
2 votes -
2 votes
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tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
2 votes -
Recording external expenses on statements
An option to include a method to track external expenses within Property Tree so that they are recorded on ownership statements and annual I&E Statements for tax purposes.
I have a few owners that like all their property expenses to be recorded in once place so they don't have to worry about saving seperate reciepts to give to their accountant.
E.G. recording a Bunnings reciept for a replacement shower head that was installed by the owner rather than a handyman/plumber.
2 votes -
An option to set more than one primary recipient.
One property has two owners who have strongly requested they both receive all email communications. Currently we can only select one primary recipient in PT (which suits 99% of our owners) so we are relying on memory to do this manually. This is far from ideal.
It would be ideal to select all the recipients who want to receive email correspondence.
2 votes -
Bond Section - No Bond Required Option
We have a few tenancies where they hold no bond (mostly as owner requested not to/family friend etc)
We cannot edit the bond REF section to say 'No Bond Required' and or add a description unless the amount is greater than '0'.
We do not want to enter an amount as then it will have those funds as outstanding and we would like the reporting to be accurate.
Can there be a way to have a section for 'no bond' and or be able to write into what's available with the amount being kept as $0.
2 votes -
Outstanding bond to be shown on tenancy statements
Outstanding bond to be shown on tenancy statements
2 votes
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