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20 results found

  1. Time based fee triggers

    25 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  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

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

    Helen Rolfe supported this idea  · 

  3. Ability to add Email Disclaimers

    14 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

  4. Have separate auto communication for commercial rent and outgoings

    19 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  · 

  5. Bulk Tag Update

    19 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  · 

  6. Charge fees when tenancy has commenced

    31 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  · 

  7. 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  · 

  8. Find Invoice from Tenancy Profile and Owner Profile

    27 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  · 

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

    12 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  · 

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

    9 votes

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

  11. 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  · 

  12. Bulk Edit 'No Current Inspection'

    15 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  · 

  13. 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  · 

  14. Split & Merge Invoices in Invoice Genius

    9 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  · 

  15. Show Owner Funds in Invoice Genius

    26 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  · 

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

    43 votes

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    Ready for Votes  ·  5 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  · 

  17. Display Property Manager in Invoice Genius

    8 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. 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  · 

  19. Ability to filter by tags during all bulk update options

    8 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 would be a great function to have

    Helen Rolfe supported this idea  · 

  20. Email, Message or SMS failure alert/pop up

    324 votes

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    25 comments  ·  Property Tree » Communications  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Hi User Voice Supporters! We're currently setting requirements with the development team for Failed Communication Notifications and are after some feedback to ensure we get the right notifications to you and your team.


    Would you prefer, an In-App (in Property Tree) notification, that alerted you each time a communication failed?


    Or, would you prefer to receive an email each time a communication failed? (similar to an outlook or gmail bounce-back).


    In the case of receiving an email, if you are using the Communication Platform where your email replies are received into Property Tree, would you prefer this failed email notification to be received into the Communication Platform inbox, assigned to you (or the company, if the email was sent from the company)? Or would you prefer this email to be sent to your external email each time an email failed to send? If you are not using the Communication Platform,…

    Helen Rolfe supported this idea  ·