55 results found
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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?
4 votes -
The ability to bulk-print invoices for water etc.
Currently water invoices are only printable by manually printing each one - being able to print all invoices entered in a day for postage would make this job much quicker.
3 votes -
Document Upload - Time & User Stamp
Functionality that documents that are uploaded have time and user stamp of the upload.
66 votes -
Being able to attach bond receipts in the bond section
It would be great if we could attach the bond receipt to the bond section of the tenancy card. Currently we have to manually complete the reference number and then save the receipt in documents. Much easier in the one place.
2 votes -
Breach and Terminations notices showing on Rental Ledgers
Breach and Terminations notices would be useful to be shown on Rental Ledgers.
Tribunal reports are not shared with PMs on references, Rental ledgers need to be the main source of arrears and breach notices information.
This would give clear insight to Property Managers when looking at an applicants history, and on a business internal view, a snapshot of the tenants history of breaches and termination notices.
10 votes -
Category for casual letting
Please can you have a category that you can enter casual lettings, it needs to be separate from lost and gained properties as we archive and unarchive these properties. It affects our lost and gained properties if they have to go to residential rentals.
4 votes -
mail merge templates need to be more user friendly
Mail merge templates for emails need to be more user friendly. Currently if you want to add an image you need to copy from an image on the internet - you should be able to copy an image off your computer. You also cannot add things like editable tables to the mail merge. To be able to provide comprehensive data to landlords adding a table would be ideal. The mail merge templates should function more like a normal word document merge.
1 vote -
Filing Documents/Invoices
A separate section for documents and paid invoices to be saved - to avoid having to go through multiple pages to find documents
4 votes -
would be possible put the number first when the system generate auto receipt
when we do the tenant Download, the system generates receipt and email to the tenant, the file name start with ""Receipt6462"" would be possible change the digits to the front of the file name like ""6465Receipt""
1 vote -
Additional tab in ownership profile or ability to flag important documents/notes so they always appear at the top of the list
i would like to enquire on how we can add an extra tab in the Ownership profile, purely for proof of ownership, managing authorities, photo id, landlord instructions. As we constantly need to track through 5 - 10 pages in the documents tab just to look for these?
in all - im requesting an additional tab next to communication or documents .. (under ownership tab) as these 4 we need the most when relisting a property.7 votes -
Invoices Tab for Owner
Under owner have a tab INVOICES which shows all invoices paid or pending in one list - not having to look through statements or recent transactions
16 votes -
Lease document available on Lease & Rent Tab
It would be great to be able to access the lease document easily without hunting through documents. Including any old leases. Similar to the Compliance tab would be great.
17 votes -
In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
18 votes -
Management Agency Agreement - available in Ownership Tab
It is often difficult to find all MAA's for an owner. It would be good to be able to easily see these all in one place. Perhaps under the Ownership tab? If the view could be similar to compliance, that would be so much easier to find current and past MAA's.
These are key legal documents that should be quick and easy to find. Thank you.
12 votes -
Invoice genius a link to view work order
It would be great to have in Invoice genius a link to view job work order. This would allow you to check that quoted amounts match the invoice or if you have multiple jobs, to select the correct job rather than having to go out and open via maintenance.
9 votes -
Ability to print creditor invoices from entry screen
Be able to create creditor invoices in Property Tree that are able to be printed as separate documents.
Rates instalments will differ from an invoice for the rates for council when instalment options are being taken.5 votes -
Merge Field Suggestion: Original Lease Start Date
"Original Lease Start Date" NEEDS to be a mail merge field. There is no way to indicate how long the tenants have stayed at the property in the merge fields.
5 votes -
User Tag in Document Management
We need user ID added to documents added directly into Tenant/Property/Owner document management so we can Identify the staff who have added documents if follow up is required.
User ID is currently added to the notes section, so this seems a simple process of including this field into the document management section.
8 votes -
Email files straight from document management
Email files straight from document management, currently we have to download them and attach them to an email
50 votesWe're currently looking into a solution for this, to enable you to select a file(s) from document management and initiate an ad hoc email.
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Storage limits for documents
Can the storage limit please be increased as it is not large enough to save an entry report in the renters document section or any document section for that matter. We are resulting to saving them on Google Drive..
27 votes
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