83 results found
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Should be able to delete cateogories in notes
Should be able to delete cateogories in notes
1 vote -
workflow
The ability to simplify workflows and to reduce the amount of tasks within a workflow. One task that has more functionality ie. more shortcuts to actions in property tree and ability to have more than one hyperlink
1 vote -
Workflow due date
The team are getting overwhelmed with the amount of tasks within a workflow. It is time consuming and difficult to schedule them due to the way the workflows are set up with a start date. Would be great to have a due date to work towards that triggers the tasks within the workflow based on the completion date. For example a lost management workflow - could be 30, 60 or 90 days.
1 vote -
workflow emails from property
the ability to email a tenant or owner from a workflow. It seems it can only be done under the tenancy and not the property
2 votesThe Product Team are currently scoping out this suggestion with our developers. We'll let you know once it goes into development.
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Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
59 votes -
note
Ability to Find Note based on user not portfolio. We need this for reporting purposes.
1 vote -
Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
4 votes -
Enabling to re-order workflows within management tasks.
Would like to be able to re-order workflow templates around. We are working on templates and when some are published I would like to move to the bottom so that the ones I am still working on show up the top or vice versa as unpublished. Or be able to alphabetise.
1 vote -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
9 votes -
Allow workflows to be assigned to "current user" rather than an assigned user
At present the workflow has to be either assigned to a business role, or a specific user. It would be easier to have the option to assign this to the current user, so that when someone adds a workflow, any unassigned tasks default to that user.
1 vote -
Different colour for notes tab
Could the notes prompt be a different colour than the blue that is used on your program that way it stands out for you to prompt and read it
1 vote -
Rent review notes
To have a notes option in the columns of rent reviews. We can make a note advising if we have actioned or to see the recommendation at a glance. We can also easily distinguish the ones we have actioned.
This is already a feature on the inspection summary page.5 votes -
add notes to invoice
I feel that it would be good to be able to have the option of adding a note to individual tenant invoices that have already been created. There may be updates from tenants that does not affect other invoices or other processess.
1 vote -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????5 votes -
holiday accomadation
In Jurien Bay we have 19 Holiday properties, simply I think it would be more efficient and less time consuming to type the name they have given their properties then the whole address.
As what is advertised on the website sometimes gives a different address or causes confusion for the guests, I think for both the office and holiday goers it would speed up process and make our workflow a lot easier.
Thank you for your time.1 vote -
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
8 votes -
Ability to configure Automated Tasks
Automated Tasks please:
- when the rent is due for review
- when the lease is due to expire
- when a vacate date is entered
- when a new tenancy is entered
- when compliance is due to expire
that is all :-)
13 votes -
Lease & Rent Tab-Bond & Deposits Section
Under Tenant/Lease & Rent Tab/Bond & Deposits section, we would appreciate being able to change the REQUIRED amount to be the same as the HELD BY AUTHORITY amount where there has been a rent decrease and partial bond refund back to the tenant paid by the Rental Bond Authority. At the moment all we can do is add the amount of the DIRECT REFUND and make notes in the DESCRIPTION but are unable to change the REQUIRED amount. In QLD where legislation now requires us to refund a partial bond amount if the bond held is more than 4 x…
7 votes -
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.
9 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.
9 votes
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