84 results found
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Show arrears and invoicing owing on receipts
Have the total arrears display on the receipt. On the receipt screen once entered it shows the arrears for rent, this should come through to the printed/emailed receipt. Same for invoices - it doesn't currently show the outstanding amount, only what has been paid (it doesn't even show what the original invoice amount was)
34 votes -
Property Manager Field in reports
Currently there is no field for PM in the reports within Trust & Reports.
When managing a team, having this filter would be advantageous - both for business and staff KPIs8 votes -
Tenant Report for Water Usage
Ability to report whether a tenancy is selected as Yes/No for Water Usage
32 votes -
PT really needs to have a feature that flags a Property Manager if a council or strata rate has not been paid. Even if there is a report
Would like for PT to have a feature where it will flag or alert the Property Manager if a council or strata rate has not been paid when the owner has opted for this. Or, a report can be generated that will show properties where council/strata rates are to be paid by the agency.
15 votes -
Critical Date Changes recorded
A log is required for critical date changes. This includes lease, management and rent review dates. Extremely important especially if there is a PM with a beef and is leaving who loses the care factor. It makes people more accountable.
3 votes -
Add a Business Role filter to anywhere there is a filter for Portfolio
Add a 'Business Role' filter to anywhere there is a filter for Portfolio.
Including Find Pages, Reporting and all Dashboards
This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.
As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.
23 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 remove archived properties from Key Register
Have just run the key register and it has properties that have been archived still in the list even though the key number has been removed.
There is no reason for them to be on the list. It would be good if they could be removed or filter so they do not appear in report eg active properties16 votes -
Have the property managers name as a column in reports
Option to have the property managers name in all reports, so that when they are exported or printed this is known. As it is only a filter, it's not apparent unless still on that screen in PropertyTree as to who the agent is
19 votes -
Report - Account Code of all Creditors
Would like to be able to run a report listing all Creditors to ensure they are under the right account code.
16 votes -
Rent Summary Report to show more information
The Rent Summary Report within the Tenancy Tribunal report is a very difficult report to explain at tribunal when an explanation is required eg to a judge and or tenant
It would provide alot more clarity if the Date Paid column also included the paid to date of the rent paid at that date. This would explain the Arrears Amount column as well.
11 votes -
More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
15 votes -
Ability to filter by tags and portfolio on the Contacts Summary
It would be great to filter the Contacts Summary by Portfolio & Tag.
6 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
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9 votes -
Weekly Summary Report arrears information
The weekly summary report that comes through shows rent areas as period which is not a true reflection of the rent arrears. Would be good if this report was customizable for the company or if it shows rent arrears as effective or even both period and effective.
7 votes -
Trust & Reports - Ownership Funds - Outstanding Invoices
This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees5 votes -
Tribunal Report - Have the option to select what prints
We want to have the option on what we want to include in the report when generating. Don't want owner contact details, owner notes and owner portal communications on a tenancy report. Others may want/not want other things
14 votes -
More filters when generating reports
Ability to filter reports by Suburb/Street Name, Bed/Bath/Car (on Find Profile, Rent Reviews, Tenancy Leases). Tags are good but we end up duplicate this information that is already in the profiles
14 votes -
Find Creditor Invoice - Filter for Paid date from/to
Love the improvements to Find Creditor Invoice Search over the years. New search can include Due Date From and to. Could we have option for PAID dates
3 votes -
Change wording on the receipt
Update the wording on the receipt to say "incl Part Payment"
11 votes
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