1203 results found
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Monthly bond report
To be able to generate a report of all bonds held by both PT and held by the bond authority. We need this to be able to easily cross reference with the Bond Authority report for audit purposes. This needs to be in PDF (for auditors) & excel (for reconciling) with totals at the end of the report. At the moment, we export to excel and add totals but this is not always sufficient for auditors to check the PT report against the bond authority report.
The monthly report that is in Rest is great and perhaps could be used…22 votes -
Track who is entering/modifying invoices
The ability to date/time and user stamp .. keep an audit on who is entering invoices for training and also tracking
22 votes -
Property listed for sale
Property listed for sale/settlement date.
would be helpful in the vacate section of rent & Lease to have tab for sold, so can enter settlement date so rent is not paid past settlement.22 votes -
Recurring credit for commercial tenancies
It would be beneficial to be able to set up a recurring credit against rent or outgoings. This would better handle landlord incentives such as covid concessions and allow them to be recorded rather than just netted off against rent. The alternative now is to manually enter the credit monthly or net it off against the rent, losing the audit trail to some extent. The ability to categorise the credit type, similar to the way residential can, would also be beneficial.
22 votes -
The ability to edit maintenance job emails before sending
The ability to edit work order emails at the preview stage.
22 votes -
Maintenance Job Search option for open jobs only
Have a section to search only open work orders and quotes.
When currently putting in dates, it caps off at 2000 because it shows all completed jobs.
Maintenance Request Summary does show all jobs, but not the creditor.22 votes -
Show tenants current rent amount on the receipt
Show tenants current rent amount on the receipt. It shows on the receipt screen when entering and after it's been entered, but that does not pull through to the printed/emailed receipt
22 votes -
Ability to archive notes
Ability to archive or complete notes. Perhaps a checkbox to show archived/completed notes (have this as no by default)
22 votes -
Commercial leases
It would be nice in automated Commercial lease renewals to differentiate between leases that are coming to the end of a lease and those with a further option within the lease. Different triggers and letters...
21 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
21 votes -
Lease review reminder 3 months before lease ends
I recommend adding a lease review reminder 3 months before a lease ends to avoid human error.
This will give us le-way time to conduct a rental appraisal, negotiate with the owner etc.
I want to avoid accidentally overlooking a lease renewal to avoid going periodic.
With the new QLD tenancy laws this would be very handy as it could cause a problematic situation if it does go Periodic.
21 votes -
Section to add manuals for the property
Somewhere to put manuals for the property for easy access and able to add and delete manuals. So they don't get lost in document management
21 votes -
Option to Bulk SMS when bulk editing inspections
We really want the option to bulk SMS when bulk editing inspections
21 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
20 votes -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
20 votes -
Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred…
20 votes -
Base rent amount - update property when rent increase occurs
It would be good if the base rent amount in the property card under financials updates with the rent in the tenancy card.
20 votes -
Ability to enter more than one smoke alarm type
Have the ability to enter more than one smoke alarm type. Some properties have two different smoke alarm eg Hardwired and Battery, at the moment we can only register one. This is relevant for both the Smoke Alarms and Compliance (only one can be entered to each)
20 votes -
Merge field for tenancy invoice amount
There is no option for tenancy invoice amount merge field to be added to the tenancy invoice email template. please get this added so the amount appears in the email and tenants don't need to click the link.
20 votes -
Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
20 votes
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