1029 results found
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Add a new reason when cancelling a fee: "delay fee"
When cancelling a fee there are limited options and often we cancel fees in order to pay an owners outgoings then re-enter the fee afterwards. Can you add a new option 'delay'?
14 votes -
Rent review auto communications to owners
Ability to set up automated emails to go to owners for when a rent review is due
13 votes -
Allow multiple accounts on one ownership
Allow owners with multiple properties to have multiple bank accounts - a different account for each property rather than needing to create multiple ownerships.
7 votes -
Ability to filter by tags and portfolio on the Contacts Summary
It would be great to filter the Contacts Summary by Portfolio & Tag.
6 votes -
Compliance Register - Ability to edit details after they are entered
- Have the ability to edit the 'Category' in the compliance register for a property. This would be handy when the incorrect Category is selected
- Have the ability to edit the details in the Compliance History for a property if required
- Have the ability to bulk edit/join compliance categories
9 votes -
Pre-tick "owners" only when sending routine reports to owners
Pre- tick sending inspection reports to "owner" type only in inspection emails to ownership entity. It currently pre-ticks to send to all ownership entities eg. Emergency contacts.
5 votes -
Updating merge fields for email.
Updated merge fields for mail merges. In particular; utilising the Moving Out date in Vacating Information to be used to inform tenants and owners about vacating procedures.
6 votes -
I would like to be able to create a list of all sales in a date range and listed in chronological order.
I would like to be able to create a list of all sales in a date range and listed in chronological order. Currently if I try to create such a list, the only was is with a sales ledger which lists the details in order of the vendor's first name.
8 votes -
Adding text to statements
It would be good to be able to add a message on the actual statements instead of just in the email - not all owners receive emails and it means we are having to print an additional letter to communicate the message. i.e Christmas closure period, public holidays coming up, rates will be due in ........ etc.
7 votes -
Change of Owner, having the option able to transfer over document management and notes
When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property
15 votes -
Rental Increase should automatically update the direct debit with the new amount
Rental Increase should automatically update the direct debit with the new amount
8 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
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9 votes -
Weekly Summary Report arrears information
The weekly summary report that comes through shows rent areas as period which is not a true reflection of the rent arrears. Would be good if this report was customizable for the company or if it shows rent arrears as effective or even both period and effective.
7 votes -
Bank Reconciliation Reminder
To reduce any Bank Rec issues because it hasn’t been done for a while, it might be good to get pop-up reminders, alerting Agents to take action.
For PT users who are not required to do Bank Recs at all, it would be good to have a turn on/off option for such reminders (controlled by MRI on the Admin Portal, not accessible for users). Maybe get users to sign/agree on that.10 votes -
Return to profile page after generating the Tenancy Ledger
After I retrieve the rental ledger, I would like the Property Tree screen to revert back to the tenancy profile page automatically.
11 votes -
Trust & Reports - Ownership Funds - Outstanding Invoices
This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees5 votes -
Tribunal Report - Have the option to select what prints
We want to have the option on what we want to include in the report when generating. Don't want owner contact details, owner notes and owner portal communications on a tenancy report. Others may want/not want other things
14 votes -
Water Invoicing
We are required to have a water meter read on the Ingoing Property Condition Report though there is no where for this information to be carried over into PT.
We will need to check invoices prior to the auto processing incase a property has been sitting for a few days and retic has been on / property has settled / water leak. We need to be able to clarify which has always been a great audit feature when you can put the KL used with the dates. Didn't need to go back and look through invoices and clarify as you…10 votes -
Salutation merge field displays full name
Need to have the firstname seperated so that mail merge and communication has this entered correctly instead so that letters are addressed correctly.
6 votes -
Switching off Income & Expenditure Reports only for owners
It would be good to have a separate option to switch off the creation of an Income & Expenditure report for an ownership, if possible. Currently, the only option is to switch off Statements and Income & Expenditure Reports
8 votes
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