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23 results found

  1. Date Driven Fees

    11 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Helen Rolfe commented  · 

    this will allow you to ensure that the fee is only charged once and no double up because of a process being completed

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    Helen Rolfe commented  · 

    can make one date for charging fees especially for when wanting to send daily statements would not have to worry about missing fees or overcharging as would be just charged on a date

    Helen Rolfe supported this idea  · 

  2. Customise User Access to a specific Trust Account

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Helen Rolfe commented  · 

    this will also ensure that people working on the one database do not cross over into the incorrect database

    Helen Rolfe supported this idea  · 

  3. Preferred name merge field

    25 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Helen Rolfe commented  · 

    to ensure that people are being addressed as per the Preferred name

    Helen Rolfe supported this idea  · 

  4. Ability to add Email Disclaimers

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Helen Rolfe commented  · 

    Would be nice to be able to add this to templates

  5. Mail merge field for Tenancy ID

    38 votes

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    Ready for Votes  ·  6 comments  ·  Property Tree » Communications  ·  Admin →
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    Helen Rolfe commented  · 

    .

    Helen Rolfe supported this idea  · 

  6. Have separate auto communication for commercial rent and outgoings

    18 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Helen Rolfe commented  · 

    Commerical need different communication to residential so would be good to be able to set up separate

    Helen Rolfe supported this idea  · 

  7. Bulk Tag Update

    16 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Helen Rolfe commented  · 

    save time when needing to do the process

    Helen Rolfe supported this idea  · 

  8. Charge fees when tenancy has commenced

    26 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    avoid any fees being charged before new lease commences

    Helen Rolfe supported this idea  · 

  9. Default Tenancy Expense Account Group & Code

    11 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Helen Rolfe commented  · 

    Streamline Accounts

    Helen Rolfe supported this idea  · 

  10. Find Invoice from Tenancy Profile and Owner Profile

    24 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Helen Rolfe commented  · 

    .

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    Helen Rolfe commented  · 

    .

    Helen Rolfe supported this idea  · 

  11. Sort ‘No Payment Info’ on Ownership Payment screen

    11 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this will save having to scroll through the entire list to identify any missing payment details to the top of the screen

    Helen Rolfe supported this idea  · 

  12. Compliance dates to trigger job drafts from Property Tree to Bricks+Agent

    6 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Integrations  ·  Admin →
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    Helen Rolfe supported this idea  · 

  13. Monthly Revenue Pie Graph - colour for each commission or fees to stay the same each month.

    3 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Business Insights  ·  Admin →
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    Helen Rolfe supported this idea  · 

  14. Bulk Edit 'No Current Inspection'

    14 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Helen Rolfe commented  · 

    make job easier with one click to get all inspections set

    Helen Rolfe supported this idea  · 

  15. Have two vertical scroll bars in Invoice Genius.

    11 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 

  16. Split & Merge Invoices in Invoice Genius

    7 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 

  17. Show Owner Funds in Invoice Genius

    25 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 

  18. Have lease dates and vacate appear when entering a tenant invoice

    42 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 

  19. Display Property Manager in Invoice Genius

    6 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 

  20. Ability to filter by tags and portfolio on the Contacts Summary

    6 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Helen Rolfe commented  · 

    this would be a great function to have

    Helen Rolfe supported this idea  · 
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