985 results found
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Edit list editor
Currently you can add categories to the 'List Editor' section in PT but you cannot disable categories you may not use causing the list to be extremely long when sorting and allocating documents you are saving etc.
It would be good to be able to untick categories we may not want to utilise.
1 vote -
Invoice Genius
In Invoice Genius, can you create a tick box to open the new invoice but with the same creditor? EG: Rates notices
3 votes -
Would love to be able to add 2 or more Tenant details to a work order instead of just the one Tenant details.
Would love to be able to add 2 or more Tenant details to a work order instead of just the one Tenant details.
12 votes -
Credit Card as a payment method
We would like to see credit card added as a payment/refund method. In context, we have holiday rentals and sometimes are required to refund to a holiday guest during their stay or refund $$ if they cancel or leave early. Our bank has advised that best practice in this instance is to refund to the method of payment received.
2 votes -
New Zealand Bonds: API for lodging bonds with MBIE
It would be great if there was an integration with tenancy services (MBIE) for when the new online bond lodgements become available at the end of November 2024 so we can bulk load bond lodgements
10 votes -
BOND TOP UP MAIL MERGE
Add a condition to the merge mail to only send out the message to tenants that actually have an outstanding bond, instead of sending it out with a "$0.00" amount
Add another merge field for the bond top-up, so only the bond amount that is outstanding on today's date will be sent to the tenant, and it doesn't add the bond amount of the next rent increase as well. Need a merge field for "outstanding bond up until today" and one for "outstanding bond in total".
1 vote -
Dedicated Key Register (sign in/sign out)
it would be really helpful to have a key register where we could assign key in/out and assign trades/ownerships/tenants etc. and also the individual with the keys (i.e. jack) and contact information for the individual responsible for the key. Also to be able to print a report of the keys each day to see which keys are still out with trades. an important part of this would be to have the ability to have the keys "not to be returned" or similar if an owner is taking possession or management ending etc.
84 votes -
Option to EXCLUDE ARCHIVED Owners from I & E Statements in the bulk run
When doing the Income & Expenditure statements, there is currently no option to exclude Archived owners. It should be a tick box option.
In the instance of managements lost to other agents, fees are not able to be recouped once it's sent.
2 votes -
Make Inactive Chart of Account Codes
We would like to have the option to make inactive account codes that are no longer required (that may have had transactions against them before hand). This way they cant accidentally be used again as we have had our accounts changed.
2 votes -
eofy statement
Please put a page break between each property owned by the Landlord to segregate each one. It does this for monthly statements
2 votes -
Include Lot & DP in Property Address Entry
It would be great to have the option to add Lot and Deposited Plan (DP) details when entering a property sale. In many cases, especially with properties that don’t have a standard street address, Lot & DP are the only way to clearly identify the property.
This feature would also help when:
+ A property includes multiple lots.
+ Buyers purchase different lots under separate names.
+ Sales need to be split and recorded individually.Adding Lot & DP to the address field would make property records more accurate and easier to manage.
2 votes -
Be able to Extend Due Dates On Invoices That Are Part Paid
Enable entered due dates, to be extended, on invoices that are part paid, to avoid arrears notices being issued to tenants. Once a part payment is in the edit section is greyed out - we have been using the stop auto comms from going out section instead but extending due date would be good
1 vote -
Automatic Inspection Configuration - Timing
Allow for the automatic routine inspection scheduling to be without a set time, so it reallocates the next inspection for the same time frame as the last inspection when it is closed rather than looking at the default inspection configuration.
6 votes -
Ability to recall mail merge emails
Ability to recall emails sent through property tree
20 votes -
To have the ability to permanently change the system font and size when sending any email via communications as well as having the option to
To have the ability to permanently change the system font and size when sending any email via communications as well as having the option to close of any email with a prepopulated closing line to show professionalism like Kind Regards rather then having to manually type this for every email sent. Also with the threat of cyber fraud it would be most helpful to allow us the option to put in our own agency's disclaimers at the end of each email which is also prepopulated and legible.
2 votes -
Composing an Email
To have the ability to permanently change the system font and size when sending any email via communications as well as having the option to close of any email with a prepopulated closing line to show professionalism like Kind Regards rather then having to manually type this for every email sent. Also with the threat of cyber fraud it would be most helpful to allow us the option to put in our own agency's disclaimers at the end of each email which is also prepopulated and legible.
2 votes -
Change of ownership - Transfer documents and maintenance
when change of ownership is carried out, property documents and maintenance jobs need to transfer with it, the owner may change but the property issues and documents remain with the property always.
99 votes -
Control of when I pay bills. Not the system withholding.
When I do my end of month, the system withhold funds for invoices that I have set to be paid mid-next-month.
I don't want this months rent to pay those invoices.
I want next months rent to pay those invoices, that is why I have put next months date. However the system auto holds it.It would be good to have an override button for this.
1 vote -
When updating compliance you should be able to add the new compliance certificate
When updating compliance, you should be able to add the new compliance certificate
9 votes -
Integration between PT and Eagle
Further integration between Eagle and PT to allow listings to push from Eagle to PT, save time, push and advance information, seamless functionality, less confusion. This would allow users of both to have better control and usabilty and would be a game changer.
1 vote
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