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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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5 results found

  1. With regards to the new legislation taking effect from 01/05/2025, to ensure compliance is met, tenant's personal information (name, contact details, ID, inspection reports) are to be destroyed before 7 years. Given PT currently only archives tenants, will the option be made available to delete/destroy tenant information before 7 years & is there be an easy way for saved documents containing personal information to be easily destroyed/deleted before 7 years to ensure compliancy is met.

    17 votes

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    2 comments  ·  Compliance  ·  Admin →

    We're pleased to advise that you can now Edit, Remove or Add contacts to Archived Tenancy Profiles. Choose to remove contact information or remove the contact entirely. You can also remove files from the documents tab on archived tenancies

  2. Require a second 2FA to make changes to any banking details the same way that banks will typically require a second 2FA to add a new EFT payee or make a transfer

    10 votes

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    1 comment  ·  Compliance  ·  Admin →

    We're pleased to announce that this feature has been released. When updating bank account details against an Owner, Bond, Creditor or Agency you will challenged with Two Factor Authentication.

  3. When adding documents to Compliance tab under the new 'Register' feature the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.

    23 votes

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    7 comments  ·  Compliance  ·  Admin →

    We're pleased to advise that you can now save files with certain special characters (i.e. hyphen, full stop, underscore...) and with up to 120 characters in the file name.

  4. It would be great to have a section in the compliance tab under Water Usage where we can type the location of a water meter. The Water usage tab has all other relevant required information, however feel the location of the meter is missing and would be very handy to have.

    12 votes

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    0 comments  ·  Compliance  ·  Admin →
  5. Would be great to be able to sort through compliance by next service due date. Currently we can only sort by subscription end date.

    7 votes

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    0 comments  ·  Compliance  ·  Admin →
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