1050 results found
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Improve the search engine
Improve the search function to search all data. If I enter a suburb, bring it up. I hate that I have to type in the entire address. Or a tenant or owner surname, again I have to type the entire name. Other software you can type anything in the data and it searches. Any part of a name, address, code or even mobiles.
1 vote -
automate water usage from property
Mark a property as yes/no water usage is charged and have this automatically filter to the tenancy (perhaps with the ability to override for extenuating circumstances). This way each new tenancy will always reflect the property rather than having to look it up with each new tenancy and recall why water usage is/isn't charged (would also be good if it was a NO that a reason could be entered so that future property managers arent left scratching their heads
1 vote -
Suspended Arrears Report
Create a report so that a department head (administrator) can search for arrears which are suspended indefinitely. This would be highly valuable as suspended arrears can compromise the legal position of an agency if serious tenant default occurs, and can compromise the owner's insurance position.
1 vote -
Trigger for Tenant Receipts
Have the ability to send a tenant receipt when funds have cleared not when the bulk direct debit batch is processed.
Send an email to the tenant to advise the direct debit has been processed and once the funds are cleared, you will be issued with a tenant receipt. Once the clearance days has passed and banking has been completed, have the option to send tenant receipts for cleared funds.
This avoid having to manually send it when doing the bulk direct debit (which sending them is manual and can be forgotten) and also it is manual to send the…
1 vote -
Pay Agency
Do not allocate the management fee until the rent as cleared.
I am finding that with direct debit, the management fees are being allocated to the agency and if you pay the agency these are paid out before the funds are cleared.
PT does not release uncleared funds to an owner so why release the management fees to the agency when the rent has not cleared.
1 vote -
Remove Uncleared Funds
Remove uncleared funds from the landlord end of month statement.
Feedback from clients is that it is not relevant to have this on the statement as the funds are not cleared so how is it relevant to report at end of month. If the funds clear it will appear in the next month which is how it should be.
I have also had this feedback from clients who have large portfolios have their accountants have requested the same thing.
1 vote -
Edit list editor
Currently you can add categories to the 'List Editor' section in PT but you cannot disable categories you may not use causing the list to be extremely long when sorting and allocating documents you are saving etc.
It would be good to be able to untick categories we may not want to utilise.
1 vote -
Allow inspection notification al
Allow the 3 inspection notification's to be sent to tenants in all inspection settings. Currently they stop on proposal, second and third reminder are not sent unless the inspection is manually changed to confirm.
1 vote -
BOND TOP UP MAIL MERGE
Add a condition to the merge mail to only send out the message to tenants that actually have an outstanding bond, instead of sending it out with a "$0.00" amount
Add another merge field for the bond top-up, so only the bond amount that is outstanding on today's date will be sent to the tenant, and it doesn't add the bond amount of the next rent increase as well. Need a merge field for "outstanding bond up until today" and one for "outstanding bond in total".
1 vote -
commercial tenant pays outs (not budgeted) plus agents % fee on all monies (rent + outs) receipted each month
I don't use budgeted outgoings. Tenant pays invoices when received every quarter eg council rates, water etc. Our % management fee is chargeable to tenants calculated each month on all monies invoiced for rent Inc. outs therefore our fee varies every month. Currently after many attempts with trainers the only workaround is I have to manually work out every month for every tenant my % management fee due on monies to be invoiced that month then add it to each tenancy's invoice before it is sent out. Very time consuming please help?
1 vote -
Be able to Extend Due Dates On Invoices That Are Part Paid
Enable entered due dates, to be extended, on invoices that are part paid, to avoid arrears notices being issued to tenants. Once a part payment is in the edit section is greyed out - we have been using the stop auto comms from going out section instead but extending due date would be good
1 vote -
Include invoices in EOFY Statements
Similar to how the EOM Statements are done but for EOFY. If we could have the option to include all the invoices from the financial year with their statement, that way landlords can just send one collated document off for their tax.
1 vote -
Control of when I pay bills. Not the system withholding.
When I do my end of month, the system withhold funds for invoices that I have set to be paid mid-next-month.
I don't want this months rent to pay those invoices.
I want next months rent to pay those invoices, that is why I have put next months date. However the system auto holds it.It would be good to have an override button for this.
1 vote -
Integration between PT and Eagle
Further integration between Eagle and PT to allow listings to push from Eagle to PT, save time, push and advance information, seamless functionality, less confusion. This would allow users of both to have better control and usabilty and would be a game changer.
1 vote -
Tenancy Payment Remittances
It would be great to have the option to send the Tenancy a Remittance when a Tenancy Payment is made to their account. This would list the reason/s why the payment is made, based on the description entered. For example, is it a refund of bond held in trust, a vacate credit etc.
1 vote -
duplication detection when creating new profiles or contacts
When creating a new profile, in particular an ownership or vendor (as well as adding a new contact!), the system should lookup possible duplicate owners, vendors, or contacts. There have been multiple times where a duplicate owner is created and because it was achieved or overlooked. In contacts you can search for existing contacts but similar to how you type an address in it should try to match with the existing database.
1 vote -
Vehicle Registration
It would be very helpful to have a section of the tenancy profile that will allow you to include a tenant's vehicle registration plate to there profile.
It would be nice if they can access this on the portal to update it.
This will be very helpful in apartments.1 vote -
Live Data- Sales
As Sales are different to Rentals and even then the data should be live. If I add a deposit receipt into the system today for yesterday, I want to be able to reconcile it today, not have to wait a further day to reconcile or make adjustments. We are not importing any bank files, just entering manually as it is much quicker.
1 vote -
Flag communication emails and auto completing
Being able to flag emails in communications that you may need to come back to but don't want to forget.
Emails automatically completing themselves after a certain time frame e.g. 3 months.
1 vote -
Automated email alert to owners once a document is uploaded in their owner's portal.
Automated email alert should be sent out to owners once we have uploaded a document in their owner's portal. Sometimes we upload important AGM notices and other emails, it is important to alert the owners that a new document is uploaded in their owner's portal instead of them not knowing when to login to their portal to view important documents manually.
1 vote
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