857 results found
-
Strata tab identification
In the Property section to have a STRATA tab in the drop down box.
3 votes -
Being able to search by 'suburb' in global search bar
Currently when you search in the global search bar, you can only search for the number address. When you type the suburb, properties do not show up.
The functionality for the Global Search bar to pick up all properties by the suburb you are searching for would be amazing.5 votes -
Send Bulk email to tenants for outstanding water usage invoices
Be able to sent bulk invoice for outstanding water usage invoices, rather than send for all outstanding tenant invoices
5 votes -
Invoice Fee Charged - refer to invoice it relates
When an invoice fee is charged, the invoice is referred to on an owners statements
1 vote -
2FA code
when logging in to PT on mobile and you get your one time code and click 'add from messages' the entire number is populated into the first box - it would be good if this was changed to populate into the boxes correctly.
10 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
12 votes -
Enter the percentage of water usage to be charged to the tenant in the Lease and Rent tab
Enter a percentage of water usage payable by tenant in Tenancy - Lease and Rent - Charge Charge Tenants Water Usage
1 vote -
Ability to edit invoice template
We would like to be able to edit the Commercial invoice format template.
We would like to be able to insert unique bank account details for certain invoices and not for others since our bank has given a unique EFT account number for each client. Commercial clients usually scan the invoices and we are unable to have a unique bank account on each invoice now.
5 votes -
Having a status on the tenant and landlord end that's says the email has been read
Having a status on the tenant and landlord end that's says that the tenant or landlord has opened the email, it now only shows that it gets delivered.
5 votes -
Bulk Upload of BPayments with Suncorp Bank
Suncorp doesnt currently have a bulk BPayment facility with PT and since they have advised they will no longer be issuing Cheques as from Next year this is something that needs to be integrated ASAP as I don't want to be manually doing bulk BPayments
2 votes -
Portal documents sort order
I have an owner with multiple properties over two agencies.
He wants to be able to sort or filter his documents in the 'my documents' section.
There is no option to do this and order the current order seems be be a bit random.
Would be nice to be able to select a property and only have its supporting documents available on the screen.32 votes -
Create Receipt screen to display the Rent Increase under "Allocate Funds To" section with the New Amount
Can the Create Receipt screen be improved so that the New Rent amount is reflected in the "Allocate Funds To" section (in addition to where it's currently showing at the top of the screen)?
Suppose the Rent Increase has been added into the Rent Schedule already a few months back and the New Rent amount was $400/week effective from 16/03/2023. Now let's say for example the tenant's Paid to Date is 15/03/2023 with $0 Part Payment and their previous old rate of rent was $360/week.
So when you go to the Create Receipt screen and enter the next rent payment…12 votes -
Tenant Download - Report Order for Credit Items requiring Manual Attention - multiple days
Not sure why this has changed from date order to $ amount order. I believe it is because they wanted the Report (printed - not CSV) to match the order of the Transaction Credit Receipts in Tenant Download. I can't see how that would benefit anyone? Surely no-one wants to change/check the date for each transaction, one at a time? Easiest to keep the date for each day's transactions, complete that day/date, then move to the next day.
11 votes -
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
5 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
84 votes -
Field to record birthday, link to auto comms
Can a field for birthdates be put in so that we can then automate birthday communications to clients from the system?
2 votes -
Income & Expenditure Report to excel
Ability to export I&E report into an excel spreadsheet
4 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
26 votes -
Ability to print out Job note in PDF format
We need the ability to be able to print out the Job Notes as these are important and sometimes required to discuss with the owner.
3 votes -
Assets register on the property
Asset Tab Under Property.
Section like compliance where we can add all the details of the assets in the property such as ovens, air cons, cooktops etc. Be able to list installed date, warranty date, supplier/installer, Make & Model, photo of the serial plate and item. Copy of the purchase invoice.
This way we know exactly when assets were added and when they are under warranty too. This will help for QCAT/bond claims when items such as carpet is damaged as we can keep track of when it was installed.
Would be wonderful if we could also link it to…
1 vote
- Don't see your idea?