1217 results found
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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 -
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 Mansfield15 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 -
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 -
Owners on hold to withhold payment to creditors
When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.
24 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)
20 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 -
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"
5 votes -
Upload rental listings straight from PT to domain and realestate and other rental sites
Be able to upload rental listings from PT to domain and realestate- like an uploader does and be able to schedule your open houses
7 votes -
Compliance API/Partner improvement
The ability to click through from the compliance tab and redirected to the relevant partner platform.
6 votes -
See easily if maintenance/work order has been sent
When you are doing work order, it would be really handy to be able to see if you have created a work order but not actually sent the work or quote order. At the moment it says it's open but you can't see until you go into each work order if it has been sent to not. we have had a couple of issues lately where they have not been sent and we think they have.
24 votes -
Ability to Set General Reminders
The ability to Set a general reminder for the PM eg. Followup Renewals sent *** date without having to link it to a profile.
or
Followup all rent arrears etc
Simple but effective. Similar to REST Professional
5 votes -
Alerts on files
Property ME has the option to have an alert on the renter, property and owner screen right in front of you, rather then searching for pinned notes/alerts.
8 votes -
Filter outstanding commercial rent invoices from overdue invoices list
Add a filter to exclude commercial rent invoices from the list of overdue tenancy invoices. Commercial invoices are sent to tenants 14 days before they are due so they end up showing as overdue when we want to just check on overdue water usgae or outgoings invoices
27 votes -
Story Sheet
Every transaction sends a story sheet to the purchaser and vendor conveyancer. It outlines the particulars of each sale and all contact information of the involved parties.
The Story Sheet details are collected on one A4 page.
Details include
Agency details and contact information
Selling agent's details and contact information
Property Address (Full)
Vendor's details and contact information
Vendors Conveyancers details and contact information
Purchasers details and contact information
Purchaser Broker details and contact information (if required)
Puchaers Conveyancers details and contact information
Purchase amount on the contract
The deposit paid and the date held in the trust account
Settlement…4 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 -
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 -
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
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