1044 results found
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Have an option to send ownership statements directly to an owners Xero/MYOB system
Have an option to send ownership statements directly to an owners Xero/MYOB system
2 votes -
Add PM email as an option to be cc'd into a mail merge email
Add PM email as an option to be cc'd into a mail merge email.
As an admin person, I send all rent reviews and any other letters on behalf of PM's.
It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.
14 votes -
email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
14 votes -
Inspection type to show option of Tenant Assisted Inspection
When creating a new Inspection for a tenant it would be great to be able to have Tenant Assisted Inspection as an option - currently it is only Routine, Ingoing and Outgoing. When looking at a tenant profile and an inspection is in the confirmed stage we can not tell if it is a Tenant Assisted Routine or an Agent Routine which is booked.
7 votes -
Disclosure Statement mail merge field
Ability to have disclosure statements as a mail merge field
8 votes -
Compliance - Insurance should not transfer with change of ownership
Insurance entered for a property should not go over with the property during change of ownership as this would have been for when the previous owner managed it not the new ownership.
6 votes -
Create Creditor Incoice in Find Creditor Invoice Page
The Find Creditor Invoice page has links for #, CREDITOR and PROPERTY. Adding a CREATE INVOICE link will make creating an invoice with the same creditor and property quicker and easier. Please consider.
1 vote -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
7 votes -
add a field for rent review figure and a merge field for it
We would love to have a rent review field and a mergefor it, so when we use our email /letter templates the figure will merge - would streamline the whole rent review/lease expiry process for our team
17 votes -
follow up inspection option
It would be great to have another inspection type 'follow-up inspection' we can use for return inspections. The reason being, it would then be able to be scheduled without taking the next scheduled routine out of the system which unfortunately can result in an error putting it back in after the follow-up is complete. The follow up should be it's own separate type and schedule. That way it can be scheduled after a routine without affecting the next routine.
32 votes -
We would like the ability to be able to assign from Unknown Funds to Agency.
We would like the ability to be able to assign from Unknown Funds to Agency.
3 votes -
on the tenancy leases report make a column for last rental increase date.
on the tenancy leases report make a column for last rental increase date.
3 votes -
Email window is too small when replying and forwarding within the Communication Platform
I think the window for the email is very small and if you are writing a long email, you can't see the whole thing - why is it limited to a third of screen?
1 vote -
Ability to print a bank reconcilation for the whole financial year instead of monthly.
Provide ability to print the whole financial year in one document, instead of monthly. Also a help for accountancy & auditors.
1 vote -
Commercial Invoices - Management Fees
We need to be able to charge management fees on commercial tenant invoices, example pro rata rent increase invoices - like we could in REST - currently very manual & time consuming
35 votes -
Remove Event Driven Ownership Statement/Payment Fees in Bulk
Having the ability on the Ownership Payment screen to waive any Fees in Bulk (e.g. Admin Fee), for any fees charged by an Event such as Ownership Statement / Ownership Payment.
That would for example allow to create Mid-Month and EOM Owner Statements, however only charging the one Fee amount in total at the EOM.
That will solve the issue of either having to split the fee amount (half at Mid-Month, half at EOM) or charge the total fee amount manually.
It will also help remembering having to manually remove the fee in case of a one-off statement without a…
15 votes -
Bond reporting to have set date reporting filters.
Bond reporting to have set date reporting filters, ie for month, if we forget to print report on the 1st of the month then all the transactions up to the date you print are reported and not relative to the month reconciling
2 votes -
Additional tab in ownership profile or ability to flag important documents/notes so they always appear at the top of the list
i would like to enquire on how we can add an extra tab in the Ownership profile, purely for proof of ownership, managing authorities, photo id, landlord instructions. As we constantly need to track through 5 - 10 pages in the documents tab just to look for these?
in all - im requesting an additional tab next to communication or documents .. (under ownership tab) as these 4 we need the most when relisting a property.7 votes -
date calculator
Add a calculator that works out dates. for example 90 days from today.
5 votes -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
4 votes
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