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34 results found

  1. Alerts on files

    6 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Jeanette Scala supported this idea  · 

  2. Have the compliance register dates appear in the alerts when due for renewal

    56 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Compliance  ·  Admin →
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    Jeanette Scala supported this idea  · 

  3. Compliance Register for Contractor Insurance

    125 votes

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

    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?

    An error occurred while saving the comment
    Jeanette Scala commented  · 

    It would be handy if there was an option to enter creditor insurance details so we can ensure we are using licensed tradespeople. REST gave you this option and would alert you when their license expired.

    Jeanette Scala supported this idea  · 

  4. Monthly bond report

    15 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Jeanette Scala supported this idea  · 

  5. Add a Sales bank a/c to automated outstanding advertising invoice

    8 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Sales  ·  Admin →
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    Jeanette Scala supported this idea  · 

  6. Edit a tenant invoice when entered through creditor invoicing

    77 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Jeanette Scala supported this idea  · 

  7. Story Sheet

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Jeanette Scala supported this idea  · 

  8. Sales reports

    3 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Jeanette Scala supported this idea  · 

  9. Ability to preview the Sales Statement and add other email addresses (not just agency)

    7 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Sales  ·  Admin →
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    Jeanette Scala supported this idea  · 
    An error occurred while saving the comment
    Jeanette Scala commented  · 

    As the system will only allow one office email address, If I wish to email a Sales Statement showing all advertising incurred then I can only email it to the PM - who in turn has to send it back to me.
    This is highly inconvenient - please rectify this.

  10. Sales Agency Disbursement/Statement

    5 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Jeanette Scala supported this idea  · 

  11. Unpaid tenant invoices on Owner Statement

    13 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Jeanette Scala shared this idea  · 

  12. Account codes for Invoicing

    5 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Jeanette Scala shared this idea  · 

  13. Amend account code

    25 votes

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    Ready for Votes  ·  5 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Jeanette Scala supported this idea  · 
    Jeanette Scala shared this idea  · 

  14. See tenant paid to dates and arrears while receipting

    25 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Jeanette Scala supported this idea  · 
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