66 results found
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Bond Top Up Due Date
New bond work flow updates are great, however to enable us to meet the requirements of the Act in providing the required notice for the Bond Top up in Automated Communication a Bond Top Due Date and the ability to set automation on the rent increase date not just prior would be required.
8 votes -
Enable notes to be attached to Tenant + Property + Landlord
Enable notes to be attached to Tenant + Property + Landlord
6 votes -
Widget for unlodged bonds
Is it possible to have a widget on the agency panel for un lodged bonds? For example when a bond is receipted, it will appear with the address of the property and how many days it was receipted. Once the bond is lodged with the bond admin, the property disappears. This would be very useful to licensees.
8 votes -
under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
2 votes -
Priority Tab for Notes
We think a HIGH PRIORITY tab would be good where we could store notes that need to be easily accessible i.e. New Appliance installations with warranty dates, Insurance Claims in progress; Emergency Details; things that you don't want to have to go looking for through pages of Notes but need quick access to.
7 votes -
Pinned Notes Options
We would like the ability to have the ''pinned'' items open by choice so that they appear at the top of the screen, perfect when we have to remember something like ''partner died, don't call him they broke up"
26 votes -
Maintenance notes showed on invoice genius
Would be good if maintenance notes showed on invoice genius, i.e. when owners pay invoices direct
9 votes -
Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
2 votes -
Arrears notes or actions with action review date
Ability to show remediation action for the arrears, so if a renter has a payment plan in place, or a VCAT hearing is pending or scheduled etc. This allows the property manager to focus on the ones that require immediate management vs the ones that are already actioned
4 votes -
Change task due date in bulk
It would be great to be able to bulk update the due date on tasks please!
8 votes -
assign task to 2 people
A function to assign a task to 2 people (in case they work as a pod)
16 votes -
changing task category in bulk
Would love the ability to change the task category in bulk...........
9 votes -
Automated Tasks
Would be great if Property Tree would automatically create a task against the tenancy 90 days prior to the lease ending and a task when the rent review is due.
15 votes -
Ability to create Recurring Tasks
Can we please have the ability to create 'Recurring' tasks?
22 votes -
Creditors- remember last Creditor input until changed
When in Invoice Genius, we would like the system to remember to remember the last Creditor used eg Yarra Valley Water when inputting a large batch of Invoices. We are currently losing a great deal of time searching for the same creditor for every invoice.
4 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
18 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
11 votes -
calendars and alerts
The alarm bell in the top right corner should "visually vibrate" or blow in and out of size, or create a pop-up reminder notification for Tasks. Also once task marked as DONE, they should automatically save to PT and clear from the active tasks list bar.
6 votes -
Tasks tab to include 'date created'
Can we please have the 'date created' listed on each task showing on the task tab in the individual profiles, not just on the task management report. We need this feature to easily identify how long a task has been hanging around without having to resort to bringing up the full report each time. This feature was previously available in the notes tab.
8 votes -
Bulk Assignment of Tasks
This is a pain, I have 97 ‘open’ tasks that I have to transfer to two other team members, and the only way to do this is to open each one to see who the property manager is now following the re-distribution of properties between these two team members.
5 votes
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