1101 results found
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Assign communication to tenant when email from 3rd party
When forwarding an email to communication have the ability to assign to a tenant or owner
4 votes -
'Point of Contact' on the Ownership Statements
The ability to select 'Point of Contact' on the Ownership Statements in Automated Communication
34 votes -
Show Owner Funds in Invoice Genius
Show the Account Summary in Invoice Genius, like it's already displaying on the standard ‘Create Creditor Invoice’ screen. It’s very helpful to see if an owner has an Ownership Balance / Available Balance
26 votes -
Creditor current bsb and account to show when loading invoice
Creditor current banking details to show when loading invoices.
It is too easy for a creditor to change bank accounts and not advise in writing separately.
Just changing their details on an invoice seems to be the new norm.
We need to see the banking bsb and account details to check when loading invoices.
Or the sale of a business and we are not advised.33 votes -
Track who is entering/modifying invoices
The ability to date/time and user stamp .. keep an audit on who is entering invoices for training and also tracking
21 votes -
Tenancy Rent Review Report
We require additional fields when running Tenancy Rent Reviews report. We need property suburb and also the details ie no of beds, baths and car as per the information already in property tree. This is so we can conduct rent reviews from the report without the need to keep flipping backs and forwards to the property tab in property tree.
9 votes -
Better way to track what invoices are paid on behalf of the owner
Better way to track what invoices are paid on behalf of the owner - perhaps a register that would show that council rates are paid, but not the water rates to avoid us paying invoices from the rental income when we shouldn't be
4 votes -
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 -
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.
16 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
18 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 -
Merge field for bond held amount
Merge field for bond held amount
There is no available merge field right now for bond held amount from “PT’s Property Management mail merge fields”. This is to be added to mail merge templates we use. Please get this added so the amount appears in the templates we use on a daily basis.
Can bond held be also visible on the tenancy card overview alongside with rent weekly, paid to date, total arrears etc.?
This really would be of great help on my end & really important to our contracts preparation. Thank you
9 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 -
Increase size limit for document via API
Documents coming back from inspections currently capped at 30MG, this is not working for many large homes, pools etc.
Can this be increased? It is causing manual work currently that could be avoided.
11 votes -
GST Inclusive or Exclusive footer on all reports
Hello, it would be immensely helpful if you put a footnote on EVERY report that says whether that report is inclusive or exclusive of GST.
It's of the upmost importance to know this because if a user tells our finance dept there is $x of revenue they're often including GST by mistake without knowing it and overstating revenue. The ramifications extend beyond this one example.
6 votes
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