1003 results found
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EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is not accurate.
3 votes -
Better explain part payments to owners on statements
Owners have trouble understanding a part payment being paid to them in advance of a full weeks rent currently showing with the paid to and effective dates, so if a tenant pays the old rent amount or rent in advance it is confusing when they receive this money, always months later this is queried.
Could this show on the statement clearly with part payment towards the effective date has been paid to to the owner9 votesPlease pop a comment on any ideas you have to better explain this to your owners
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The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at to enable you to balance. At the moment it is just in date order
14 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
6 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
9 votes -
Pop up box for registered for GST or not
Could we have a pop up box for Commercial tenancies which informs us if the tenant is registered for GST or not.
3 votes -
Can we please have a threshold in PT before a tenant is sent an sms or email for arrears
Can we please have a $ threshold in PT that we can set so tenants that are only a small amount (say $1) in arrears are not sent reminders. Also can we please have the ability to select 1 tenant to be the main contact re arrears messages.
13 votes -
Multiple attachment download in Communication Platform
When receiving multiple attachments in an email received in the Communication Platform, to be able to download all files in one function rather than one at a time. Also if there could be an option of saving the images to the Document Management or into a Maintenance request.
20 votes -
Critical Date Changes recorded
A log is required for critical date changes. This includes lease, management and rent review dates. Extremely important especially if there is a PM with a beef and is leaving who loses the care factor. It makes people more accountable.
3 votes -
Have a portfolio check of all tasks for the day/week.
Being able to have a portfolio check of all tasks for the day/week. A checklist that can be used/printed off that shows the daily arrears, vacates, expired leased etc.
11 votes -
internal communication
Have an area in communications for staff to communicate important information regarding the property/tenant so everyone can see what is happening, eg "advised plumber that the owner authorised replacement of hwu". Everyone can see that it has been actioned.
2 votes -
Integration with Airtable system
I understand that companies with large portfolios and who use an offshore team use Airtable to assist with with managing workflows so it would be fantastic to have some integration to minimize the manual data and workflow entries.
13 votes -
Owner's Held Funds - specific which invoice funds are held funds
The ability to specify the creditor/creditors for which the owner's held funds is for. So that when an amount is specifically held for a specific invoice, it doesn't allow that money to be used to pay other invoices that may be receive earlier than that specific invoice.
3 votes -
Create credit for future invoices (residential)
Currently, credits can only be applied to rent or existing invoices.
If a tenant receives an incorrect invoice and has paid it already, it would be ideal to be able to apply the credit to future invoices to make up for the over payment.9 votes -
Notes & Alerts - show notes & alerts due 6 months in advance. HIGHLY IMPORTANT as this is used as a reminder to do list!
Show notes & alerts due 6 months in advance. HIGHLY IMPORTANT as this is used as a reminder to do list!
3 votes -
Could we have the option to colour code tabs for tenant, property and owner cards?
We could set for example:
Owner tab with a colour for GST registered and another for NON-GST registered
Tenant tab with a colour when it is a Retail LeaseThat could save having to search for the information especially when someone on leave or handing over the portfolio to someone else.
24 votes -
Ability to change when to withhold funds for invoices
Currently owner funds are withheld for payments due in the next 30 days, we'd like the ability to change this to make it shorter based on our business requirements for instance only withhold funds for payments due in the next 15 days.
8 votes -
Show notes when receipting or invoicing
Have the option to flag this note to appear during receipting or invoicing (whether a tenant invoice or creditor invoice)
27 votes
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