1217 results found
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Needing Visible Label for STRATA in Property Details
In the Property Tab it would be great if under property Details there was provision for STRATA property to be identified next to Property Type, number of bedrooms, number of bathroom , number of parking. There are so many new houses now which look like are free standing Torens Title BUT are Strata Title... which causes so much confusion because By Laws are not thought to be asked for. Please can this be considered to alert all us property managers about STRATA properties...
3 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
20 votes -
turn off automated reminders
It would be great if we could select to have automated reminders off on weekends and public holidays. Currently we have to manually turn off on a Friday and back on Monday. To have an option to have them automatically switch off for these times would be fantastic and stop a lot of abuse and grumpy people emailing to say a payment has been made and we don't receipt over weekends. Despite having an automated email advising everyone, they don't seem to read these.
3 votes -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
3 votes -
Better Search Function
It is very frustrating that the SEARCH in communication is VERY basic. We can't search via SENDER, or have too many words, or little words. The filter option is also very basic. Keyword is only what's on the Subject Line. It's very frustrating trying to search for old email and we potentially don't quite remember the title of the email, or the title of the email was something generic like Ownership Statement. If it can search Subject line, Sender line, email content, or combination of different areas.
3 votes -
SMS Unsubscribe Report
Property Tree has the option to generate a report for contacts that have unsubscribed to email however not SMS.
3 votes -
key number
Adding key numbers into work orders automatically
1 vote -
Landlord received monthly statement regardless they receive money or not
Landlord received monthly statement regardless they receive money or not. All owners expect statement at the end of the month, specially if they dont receive anything, they need to know why they dont receive anything.
2 votes -
Trading Name field
Trading Name field under Tenancy Name
4 votes -
Commercial Lease Terms & Lease Option feilds available as a column selection in all reports
Could we please have Commercial Lease Terms & Lease Option columns available to select in all reports and even a lease notes field would be great.
3 votes -
WorkFlow Visibility
When a workflow has been added to a tenancy, property or ownership having the visibility seen in direct sight rather then going,
- tenancy, property, ownership
- task
- workflowSeems like when you create one they are just sitting there in the back end of PT with lots of clicks just to find one.
2 votes -
Merge field for Original Lease Start date
Can we have a merge field for Original Lease Start date -this is needed for renewal documents and Rent increase notices and has to be manually entered at the moment.
2 votes -
Tenancy invoice - rent owing
When sending a tenancy invoice if there is rent outstanding it should a appear in a seperate section like a reminder
2 votes -
Hold funds to be allocated to nomitated creditors
e.g. If a rent is $1000pw we should be able to hold $200 (or 20%) for Council, then $250 (or 25%) to Strata, $100 (or 10%) to Water etc. or the named creditor the balance or % to the owner at the end of the month so when it comes time for invoice processing there will always be funds
2 votes -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
10 votes -
Routine Inspection
Completing an audit on last inspection - instead it being all last inspection date.
Ideally we would like to update this last inspection date for a routine or ingoing or outgoing etc. NOT what was completed last on the system.
2 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
Creating a merge link that shows only overdue invoices.
Create a merge link that pulls only invoices in arrears, the current link "Tenancy_OutstandingInvoices" pulls amounts for all invoices, whether overdue or not.
17 votes -
Expand email screen size
Requesting the ability to increase the size of the email template screen (similar to this option which is available in Notes by dragging down the triangle/dashes in the bottom right hand corner)
Driving me mad not being able to see the entirety of my email when composing.
THANKS :)
4 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes
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