1057 results found
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Rent Roll Sale - bring across more information
Hi, Following a recent rent roll sale we discovered that the compliance register information stored under the Property does not migrate. Part of due diligence when a seller sells a rent roll is to ensure all this information is up to date. ie Certificate of Titles, Landlord Insurance, Electrical Safety Certificate & Pest Inspections. This information not migrating is quite inconvenient and is something that should be prioritized for future rent roll sales. It was also noted that owner tags, ie mid month/end of month also didn't carry across.
Your urgent attention is appreciated.
Regards Vanessa Mansfield14 votes -
Owner statements (last payment)
On the ownership window, the last payment should reflect the "last payment" made, even if its $0.00. At the moment, it gets a little confusing because it shows last payment (this could be from a month before) and last statement being the latest statement. I.e an owner didn't have enough money to pay all outstanding bills so this months payment was $0.00. On the ownership window, it doesn't show $0.00. It shows their last payment from the month before.
4 votes -
Ability to enter more than one smoke alarm type
Have the ability to enter more than one smoke alarm type. Some properties have two different smoke alarm eg Hardwired and Battery, at the moment we can only register one. This is relevant for both the Smoke Alarms and Compliance (only one can be entered to each)
19 votes -
EagleCRM
Hi, just wondering if we could bing the integration with EagleCRM, we've been heavily working on this CRM and PropertyTree, and we wish that we could get this two working seamlessly with Database exchange. many thanks
2 votes -
Merge field for tenancy invoice amount
There is no option for tenancy invoice amount merge field to be added to the tenancy invoice email template. please get this added so the amount appears in the email and tenants don't need to click the link.
20 votes -
Show tenants current rent amount on the receipt
Show tenants current rent amount on the receipt. It shows on the receipt screen when entering and after it's been entered, but that does not pull through to the printed/emailed receipt
22 votes -
Ability to select what appears on portals
Have the option to select or deselect what owners see on the portal like Rest Professional
24 votes -
Additional filters and option to select Properties during Bulk Portfolio Assignment
When completing the Bulk Portfolio Assignment from one Portfolio to another Portfolio, it would be great to be able to edit the list to remove any properties you do not wish to be assigned to the other portfolio. Also, if there was an option at this point to use tags to filter properties, and select between residential and commercial tenancies.
19 votes -
Ability to remove archived properties from Key Register
Have just run the key register and it has properties that have been archived still in the list even though the key number has been removed.
There is no reason for them to be on the list. It would be good if they could be removed or filter so they do not appear in report eg active properties16 votes -
Enable the ability to edit BPAY Reference Number
Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products
4 votes -
Alerts in Invoice Genius
I have owners who pay their own accounts and don't want them deducted from rents, just pinning a 'note' to the profile is not enough of an alert stopping me from accidentally entering the invoice. Would love an ALERT to pop up when entering invoice to stop me from making this mistake.
11 votes -
Sales Advertising Reports
We need a consolidated report which is able to be separated by each sales rep (by tag maybe?) which shows all advertising spent to date for each of their own listings. I was able to produce this report in REST and would send it to each Rep monthly so they could keep track of their spending and not go over budget or if needed, contact their Vendor and request further funds.
3 votes -
'floating' text box for creating text messages
When creating a text message it would be great to have that as a 'floating' pop up window to enable the information ie arrears amount when inputting the SMS to be viewed while creating the text.
5 votes -
Add a Sales bank a/c to automated outstanding advertising invoice
Be able to edit the communication of outstanding invoice to vendor with pre populated Sales Trust Bank account details.
13 votes -
Identify User Data Entry
It would be extremely useful for Management if we were able to see who has entered/deleted information from the system for auditing and error processing. Just like receipting you can identify who has receipted funds.
11 votes -
Option to see Inspection Summary in calendar format
Could we have inspection summary show in calendar format?
12 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 votes -
Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
17 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
17 votes -
Profile heading for a property for sale
Profile Heading - add a profile heading like "Break Lease" in the property card so it is visible to see what property is for sale. It is then easier for other users to find when not their portfolio.
"FOR SALE"
4 votes
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