64 results found
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Ability to Delete a Note
It would be good to have the ability to delete a note on an owner or tenancy file. Currently if I accidentally create a note to the wrong file I can't delete it, only edit it to say note created in error
26 votes -
Auto creation of Tasks once lease vacation & renewal occurs
Once vacate date/ vacation approaches & lease renewal occurs > triggers tasks to be generated
4 votes -
Tasks reporting to include description, not just heading
Can we please have the Task Management report include the description, not just the heading, the same as the notes reporting?
5 votes -
3 strikes for tenant breaches
On the tenant card have 3 boxes that you can mark with an "X" for referencing the number of breaches, rent arrears, communication issues, accessing the premises, behaviour or other issues that you've had with that tenant. Once you click on the box it will enter an "X" and ask for the reason you are putting a mark next to their name.
6 votes -
Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
104 votes -
Pinned Note (for Receipting) on Auto Bank Reconciliation Receipt
When receipting via Auto Bank Reconciliation Receipt would it be possible for pinned notes to receipt screen to appear here too?
6 votes -
Rent review dates automatically updates when entering a new amount in rent schedule
Automatically update rent review dates in software when you enter a new amount in the rent schedule. Updated dates should be 10 weeks prior to increase commencement date in the following year.
47 votes -
Label on Tenancy for Initial / Renewed Lease
The following labels should be auto-applied to every non-vacating/non-terminating tenancy:
- "Initial Lease"
- "Renewed Lease"
5 votes -
Pinned important notes banner to appear in a different colour so can’t be missed
Pinned important notes banner to appear in a different colour so can’t be missed
17 votes -
Task Tile on Dashboard
Task assignment with due date. Can be attached to either property, tenant or owner. To be added to Dashboard, so PM will see what is due that day as soon as they logged in. Also has audit trail and can be assigned to another staff member, as required.
15 votes -
Property Details Notes Tab - record customised information
Include a property detail notes tab
Property main tab - Details mini tab - Property details section - Add notes option here.
This is where specific information for properties can be added such as meter locations, inclusions/exclusions and general information for each individual property making accessing this information easy in the one place.8 votes -
Held Funds for Tenancy
It would be nice to be able to see the reason the Tenancy has Held funds at a glance or a hover over the amount,
At the moment one needs to go into the Tenancy Ledger to find the reason, or run a report to find the reason.
7 votes -
Notes pinned to Tenancy receipt have an alert noise
When notes are pinned to Tenancy receipt is it possible to have an alert noise of some sort. Many times the blue line with the note is missed and payments are allocated incorrectly. This also applies to Ownership - Creditor Invoice. It needs to have the ability to be turned on or off as some may not like it making noise all the time.
7 votes -
Show notes when receipting or invoicing
Have the option to flag this note to appear during receipting or invoicing (whether a tenant invoice or creditor invoice)
29 votes -
Ability to archive notes
Ability to archive or complete notes. Perhaps a checkbox to show archived/completed notes (have this as no by default)
20 votes -
Alerts in Invoice Genius
I have owners who pay their own accounts and don't want them deducted from rents, just pinning a 'note' to the profile is not enough of an alert stopping me from accidentally entering the invoice. Would love an ALERT to pop up when entering invoice to stop me from making this mistake.
11 votes -
Warning when entering invoices for lost properties
Show a warning when a user is trying to create a creditor invoice for a property that is marked as lost.
12 votes -
Ability to Set General Reminders
The ability to Set a general reminder for the PM eg. Followup Renewals sent *** date without having to link it to a profile.
or
Followup all rent arrears etc
Simple but effective. Similar to REST Professional
4 votes -
Creditor Invoice Breakdown Screen
On the creditor invoice breakdown screen, it would be good to see a traffic light system highlighted on the $ amount.
Green = enough funds in owners account to pay it.
Amber = enough funds in owner account however there are other priority bills to pay so there may not be enough money to pay this creditor now.
Red = not enough funds in owner account to pay this bill now.16 votes -
Alerts on files
Property ME has the option to have an alert on the renter, property and owner screen right in front of you, rather then searching for pinned notes/alerts.
6 votes
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