1217 results found
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credit note descriptions for replacement invoices
It would be great if the reason and amounts of credits issued against invoices show on the ledger. E.g. when you write off a small balance owing on a water invoice, say $0.03. I put it in the reason for the credit, but the description doesn't show on the ledger, nor does the credit amount show separately.
2 votes -
Remove withheld funds when disbursing ownership
Would love the ability to be able to be able to remove / cancel any withheld funds no longer required in an ownership account when completing a bulk disbursement via "Pay Ownership" rather than having to go into individual ownership profiles to remove it.
3 votes -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
12 votesIf using the communication platform, we are working on allowing new portal messages into the inbox.
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Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well
Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well blue is not getting the point across.
1 vote -
We need to be able to create reoccurring monthly invoices for residential rent for companies paying for staff.
We have multiple tenancies were companies are paying the rent for staff and require invoices - can this option be added to the residential side where rent and dates can be carried forward without the deletion of manual invoices.
7 votes -
original management authority date
We get our management agency agreements updated and resigned when we increases fees or make changes. It would be good if under the property section, then the DETAILS TAB and under PROPERTY MANAGEMENT INFORMATION there was
- Original authority start date
- Current authority start date
- Management gained date
- Gained Reason
19 votes -
3 votes
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Tenancy traffic light system
It would be great if we can have an optional tenant profile indicator to help us quickly identify the nature of a tenancy at a glance. For example, green = good tenancy (no concerns), amber = requires extra attention (occasional issues), red = complex (significant issues like arrears, repeated breaches etc).
1 vote -
Archive
For Agora Insights - Custom Reports
Suggesting a similar view as lost managements, where we can view true or false under the archive status if for a property that is lost in custom reports In Agora Insights. We download lost managements and require additional fields rather than what appear in the gains and lost management reports.1 vote -
Inspection Scheduler
Improvement Suggestion: Streamline Routine Inspection Scheduling
Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.
Key Pain Points:
Missed Properties: No way to track if a property has been missed for scheduling
Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.
Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.
Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).
Proposed Improvements:
…
40 votes -
Management Authority Overview should be able to view list by property suburb, so staff with portfolio can see what they have in a suburb
Each staff that has a portfolio, want to search and have a list by suburb, not just by owner or start of an address.
This helps with seeing how many in a suburb each staff manage, they can attend all properties in a suburb ect.
3 votes -
SMS Send and Receive Pictures
Tenants and Agents need to be able to send and receive pictures through SMS Comms. I tested this and nothing comes through into PT but you also do not get an error message to say the picture did not send so a Tenant would think that the picture has been delivered.
1 vote -
Ability to add more tags onto Creditor profile
For example, Electricians can do Electrical, Solar & Airconditioning - PT only allows one tag ie Electrical. We need others attached to the one Creditor for easier searching by tags.
1 vote -
pay all creditors from owner card
A function enabling payment of all creditor invoices on an owner account in a single action, rather than requiring each invoice to be processed individually — particularly beneficial for owners with high volumes of invoices or making bulk payments to cover invoices.
2 votes -
Bond Increase Amount
I believe we should be able to adjust/edit/delete the bond increase amount field when a user error has been made. For example - I prepared a new lease agreement and filled out the Rent Schedule. I included the amount for bond top up. I then found out the dates entered were incorrect. Why are we unable to edit or delete the bond increase? We can edit all other fields so why not allow for editing or deleting the bond increase amount?
1 vote -
Owners having the ability to self update compliance details through portal
An enhancement to the MRI Owners Portal that would greatly improve compliance and reduce manual follow-up for property managers. Enable owners to upload their landlord insurance documents and update policy details (including expiry dates) directly in the portal. The system could update compliance on the owner card and if applicable automatically send reminders to owners when their insurance is due for renewal.
Key Benefits:
Owners can self-service updates, reducing admin workload.
Automatic reminders (e.g. 60/30/7 days before expiry) help prevent lapses in coverage.
PMs can view status at a glance and export reports for compliance.
This feature would significantly improve…
6 votes -
To have inspection frequency loaded in property file not tenant
Inspection Frequency should be in property rather than tenant. When properties have different inspection frequencies, it should be loaded in the property, not the tenant as when tenants change, it is often missed if the property is meant to be inspected at a different schedule than the normal frequency.
1 vote -
The ability to generate separate credits for Commercial Tenants
Can we have the option to create multiple credits against a tenant? Only 1 credit can be created for future invoices at the moment which is tricky when it might apply to several different types of charges - ie Rent, Rates ,Insurance. The ability to recoup this from future ownership funds to refund to the tenant rather than have to process the refund as a creditor payment would also be better.
7 votes -
Set time for adhoc email
Id like to be able to create an adhoc emails and select the time and date it is sent out.
Example - If I am at my desk at 5am or 10pm trying to get a few things done, I would like to be able to have the email sent out to tenants or owners between 9am-6pm only.1 vote -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts7 votes
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