93 results found
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‘NO BOND’ report solely for Residential or Commercial (not combined)
When running the ‘Bonds & Deposit Summary’ report to check for the Status ‘NO BOND’, and if you have a multiple bond accounts, it shows the tenancies that don’t have that selected account.
For example, if searching for NO BOND on Commercial Bond, it will list ALL Residential Tenancies (simply because they don't have the Commercial Bond setup on their profile).
However, Residential Tenancies will never need a Commercial Bond. So, they should not be on that Search Result.
An additional Filter Option for the Management Type: Residential / Commercial might also help with this.
Also, the ability to filter…13 votes -
Ability to see Split of Arrears on Dashboard as a % portion of total arrears
Currently the rental & fees arrears on the PT dashboard are shown as a total % of 100%. It would be great if this could be shown as a % of the total arrears percentage.
17 votes -
Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
8 votes -
Find Invoice from Tenancy Profile and Owner Profile
It is currently not possible to see any PAID Tenancy Invoices from the Tenancy Profile > Financials tab.
Any chance you can add a ‘View Invoices’ button to the Tenancy Profile > Financials tab > Outstanding Invoices section, which then takes you to the ‘Find Tenancy Invoice’ screen, with the filter for the individual Tenant already selected?
It would work exactly like the already existing feature for ‘View Fees’, but in this case it’s for Tenancy Invoices.It might also be good to have that feature available for the Creditor Invoices on the Owner Profile.
27 votes -
Invoice Arrears by days column option
Currently you can search for tenancies in arrears and days.
For states outside Victoria who invoice tenants regularly (water etc.), we require a report function to advise arrears by days - that is not via Business Insights.15 votes -
Being able to search by 'suburb' in global search bar
Currently when you search in the global search bar, you can only search for the number address. When you type the suburb, properties do not show up.
The functionality for the Global Search bar to pick up all properties by the suburb you are searching for would be amazing.14 votes -
All Close Period Reports ticked by Default
Have all report boxes ticked by default on the Close Period screen.
This should apply to all New and also all Existing Property Tree accounts, regardless of what selection was made in the previous accounting month.
This will not only save time having to manually tick each box for new Users or if someone deselected any by mistake, however, it’s also better for all agencies to have all reports generated and not needing them, instead of the other way around.7 votes -
‘Recurring Invoice Summary’ on Accounting page
Can we please have the link to the ‘Recurring Invoice Summary’ report on the Accounting page > under Invoicing, instead of having it on the Trust & Reports page > under Transactions.
This would be consistent with where all other Invoice related reports are. For example: Create + Find Creditor Invoice, Create & Find Tenancy Invoice
However, to Create + Find Recurring Invoices (Creditor / Tenancy), we currently have to navigate to two different landing pages.
7 votes -
Split past & current tenant arrears on dashboard
For the purpose of seeing both vacated & current tenants arrears at a glance
2 votes -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
3 votes -
Notes
Please return to the original note system where any pending note was able to be visually viewed by all staff members.
3 votes -
Termination Dates on Dashboard
It would be great to have termination dates appear with the vacate information on the dashboard
6 votes -
Property Manager Display on Search
When searching a property address - it would be great if it displayed the Property Manager rather than having to select the property
4 votes -
Show Property when searching for owners
Hi, Can I suggest that when you search for a landlord in the "Search Bar" at the top, can the details of the "Property" be shown. This would be helpful when identifying landlords with multiple properties. Presently, it shows the address of the landlord and an id number that means nothing to me when I am looking for a property address. Thank you
4 votes -
Search by building name
Should a Strata/Building Manager not include the Strata Plan number, it would be great to be able to search by the building name as this is usually in their signature.
5 votes -
Break Lease Fee Calculator
Create a calculator that works out the break lease period/fee within any given fixed lease term using the lease start and end dates.
53 votes -
A past property key register
This would be a report that shows all properties that have been assigned to a number for about 5 years or so
4 votes -
Need a report for vacated tenants which shows if bond is finalised.
A report is needed which shows which bonds are still outstanding (to be finalised) for vacated tenants, like you can do in REST. The vacating report in PT does not give any bond information.
9 votes -
Tenant Download - Report Order for Credit Items requiring Manual Attention - multiple days
Not sure why this has changed from date order to $ amount order. I believe it is because they wanted the Report (printed - not CSV) to match the order of the Transaction Credit Receipts in Tenant Download. I can't see how that would benefit anyone? Surely no-one wants to change/check the date for each transaction, one at a time? Easiest to keep the date for each day's transactions, complete that day/date, then move to the next day.
10 votes -
property sorting filters
The sorting of properties is currently numeric, based on street number except when searching under creditor invoices where it sorts alphabetically. I can't speak for other offices but our hard files are sorted alphabetically, why can't this option be available across all reports?
4 votes
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