967 results found
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Have separate auto communication for commercial rent and outgoings
Have separate Automated Communications for Tenancy Invoices and Commercial Rent & Budgeted Outgoings Invoices. Residential and Commercial often have different requirements/needs and hence users need to be able to customize those templates to those requirements
18 votes -
Pop Up for Dashboard
Can you please create a function whereby we can add a random note to pin to the top of our dashboard in a red banner, like 'Close Period' reminder you give us. It would be invaluable for daily use. Thanks.
2 votes -
Email merge to strata manager with tenant details
Have the ability to send an email merge to a strata manager with new tenants details once the lease is signed.
19 votes -
Option to send job progress email.
After a work order has been sent, the only options currently are "Re-send work order" and "download work order". It would be very helpful if there is an option for "send a request for job progress". This way we can conveniently follow up with the creditor.
30 votes -
Amend account code
Having just come over from REST, I am very surprised that the ability to amend an account code (once transaction has been processed in the system) is not available in Property Tree. We have had some account errors occur with migration so the fact that I cannot correct these as I could have in REST is far from ideal. This leaves no room for human error whatsover. Please look into this. Thank You!
25 votes -
Auto Comms / Mail merging for Owners with outstanding invoices
Auto Comms / Mail Merging feature
The ability to create a Mail Merge Document outside of the Ownership statement
So that we can ask the owner to contribute funds to cover the outstanding invoices not paid. Lets be proactive not reactive... its too late when we send the statement as the bills are now possibly overdue and interest can occur
Or an Auto Comms same thing one that we could trigger by days3 votes -
Daily Arrears SMS Messages
Currently arrears SMS messages are only sent when set up ie day 3 and 7. A way where the arrears messages could be send daily from day 3 for example, so that we dont have to set up 15 different SMS daily messages in the auto communications tab. This would benefit if there are any serial offenders or tribunal matters where it may go over 15 days, as they currently just STOP getting alerted at all which makes it worse.
9 votes -
Vacate tenant - integrate bank details
When a tenant vacate date is entered, we should be able to put in the tenants bank details so that when bond is received, we can process the refund quickly.
7 votes -
Have lease dates and vacate appear when entering a tenant invoice
Have the tenant lease start and end date appear when doing a create tenancy invoice (currently does when oncharging from the creditor invoice or invoice genius). Also show if a vacate date is entered
42 votes -
Option to enforce Maintenance Invoices must be linked to a work order before being processed
Invoices from a creditor can NOT be processed unless linked to a Work Order.
This would stop work orders against properties remaining open as invoices couldn't be processed unless linked to job and would ensure work orders are raised to get jobs done not just phone calls.
3 votes -
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt.
For example, we can remind tenant to pay outstanding invoices, or balance due to vacating date.
3 votes -
Tags to be sorted alphabetically
Can tags be sorted alphabetically? When you add a tag, it just goes to the bottom of the list.
3 votes -
Email files straight from document management
Email files straight from document management, currently we have to download them and attach them to an email
42 votesWe're currently looking into a solution for this, to enable you to select a file(s) from document management and initiate an ad hoc email.
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Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
5 votes -
Information Audit Filters and Refinement
It would be extremely beneficial to be able to filter not only by date range and accounting period but also by Ownership ID, Property ID and Tenancy ID. This would help in understanding key data changes but to also then aid training should a process not be being followed correctly.
16 votes -
Task Tile on Dashboard
Task assignment with due date. Can be attached to either property, tenant or owner. To be added to Dashboard, so PM will see what is due that day as soon as they logged in. Also has audit trail and can be assigned to another staff member, as required.
12 votes -
Ability to add Email Disclaimers
We'd like the ability to add email disclaimers that appear after the selected banner on auto communications, email templates and ad hoc emails
14 votes -
Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
16 votes -
Ownership/Tenancy Fees - attach a receipt
When charging fees to Owners or Tenancy need to be able to attach receipt (if applicable).
3 votes -
User Tag in Document Management
We need user ID added to documents added directly into Tenant/Property/Owner document management so we can Identify the staff who have added documents if follow up is required.
User ID is currently added to the notes section, so this seems a simple process of including this field into the document management section.
5 votes
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