Settings and activity
28 results found
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
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Kylie Mason
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60 votesKylie Mason
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83 votesKylie Mason
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207 votesKylie Mason
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127 votesKylie Mason
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208 votes
We're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
Kylie Mason
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222 votes
Hi Supporters, thanks so much for all your responses! We are getting close to having this ready for our development team. I'm hoping for a little bit more feedback if you have any on the following -
1. An option when you generate the ledger for "Showing Transactions Only" (so cutting out the other items such as when invoices are entered). However, this would show credits as well. Although credits are not transactions these affect amounts due by the tenant. This would keep all of the current tenancy ledger columns.
2. Also an option to Show Rent Arrears Details (so a running total for arrears and the days in arrears). When this option is selected and generated we would replace other ledger columns to then display the additional rent arrears details. Inserting more columns into the current tenancy ledger has been a challenge with the amount of information currently there.…
Kylie Mason
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225 votesKylie Mason
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10 votesKylie Mason
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7 votesKylie Mason
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7 votesKylie Mason
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8 votesKylie Mason
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204 votesKylie Mason
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28 votesKylie Mason
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124 votesKylie Mason
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17 votesKylie Mason
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51 votesKylie Mason
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29 votesKylie Mason
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46 votesKylie Mason
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An error occurred while saving the comment Kylie Mason
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Tenant Portal: We would like to have the option to turn off the maintenance info in the portal. We don't believe the tenants should be able to see owner Invoices/financials for jobs completed.
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27 votesKylie Mason
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I think a compliance tab would be good under the creditor, separate from property compliance. When the compliance is 1 month from expiry, it would be good to have a notification to follow up the trade (like a task alert).