1084 results found
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Maintenance - Ability to go back and seek Approval from owner if the initial work order needs to be cancelled. ie Strata denies job
Need the ability to seek Approval from owner if the initial work order raised without the need for authority is cancelled. ie Strata advises the work order is outside their responsibility.
4 votes -
SMS and email sent on same trigger day
When setting up auto-communications, can an email and SMS be triggered to go on the same trigger day? Currently they can't be triggered to be sent on the same day which is useful for arrears and scheduling inspections
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.
7 votes -
Option to email Owner receipt
Would be good if there was an option to email the owners a receipt when they pay funds so they can receive confirmation their funds were received.
24 votes -
Rent payments view on ownership portal
Currently, the owners need to download the ledger in order to view the tenants 'effective paid to date'. The ownership portal currently only shows when the tenants next due date is for rent, which is not reflective of when the tenants are actually paid to. It would be great if this could be changed to reflect the effective paid to date as it is a more accurate representation of the rental payments.
28 votes -
Invoice Genius - Making the BPAY reference field big enough for BPAY references
Making the BPAY reference field in Invoice Genius big enough to view the whole reference number.
8 votes -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
6 votes -
Mail merge filter for rent increase notice
A function to generate a rent increase notice to the tenant, utilising the rent schedule fields, allowing for sufficient notice period.
We will also need the ability to have the new rent schedule confirmed as often negotiation may be necessary.
4 votes -
Charge fees when tenancy has commenced
Owner fees for new tenancies should only be charged after the lease commencement date.
31 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.
4 votes -
Pinned important notes banner to appear in a different colour so can’t be missed
Pinned important notes banner to appear in a different colour so can’t be missed
17 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.
15 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.
22 votes -
Auto Communication - custom options for things like Reticulation and Water
Can you please add in auto communication the ability to send emails on a specific dates to owners / tenants?
For example each year we send the tenants a bulk communication for the following:
*Reticulation should be turned off today due to water corporation rules.
*Water should be turned on today as the sprinkler ban is over.It would be great to be able to create custom templates in auto communication based on a specific date / need for owners and or tenants so you can set and forget.
Currently we have auto comms set up but there does not…
3 votes -
Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred…
20 votes -
Remove some information from owner statement
Remove date when rent received. This is unnecessary, as owner only need rent paid from and to dates.
Some owners may react to tenant arrears if only be a few days from the actual due day,
7 votes -
Be able to automatically charge management fee on property receipts
It will be great if we can add fee for property receipt by percentage.
We receive a lot of rental contributions from the property developer, these contributions are rent, and we need to charge fee the same way as receiving rent from tenant.
4 votes -
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.
6 votes -
Xero Integration with Ownerships
Incorporate Xero for our owners who want to streamline their accounting process of the rent and gst collected.
3 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.
8 votes
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