Settings and activity

24 results found

1. Change of ownership - Transfer documents and maintenance

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   Ready for Votes  ·  2 comments  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

2. Activity Log on Property / User Report

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   Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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   Maddy Cooper shared this idea  ·  05 December, 2023

3. User Activity Summary Report

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   Maddy Cooper supported this idea  ·  05 December, 2023

4. Back end activity log - invoices processed

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   Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

5. Find Invoice from Tenancy Profile and Owner Profile

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   Ready for Votes  ·  2 comments  ·  Property Tree » Search, Filters and Reports  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

6. Ability to apply held tenancy funds during receipt

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   Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

7. Inspections for landlords wanting to attend

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   Ready for Votes  ·  1 comment  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

8. Remove Event Driven Ownership Statement/Payment Fees in Bulk

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   Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

9. Apply a due date to maintenance requests for trades

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   Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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   Maddy Cooper supported this idea  ·  05 December, 2023

10. Property Tree Authentication Rules should be up to Agency

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    Ready for Votes  ·  5 comments  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  05 December, 2023

11. Automated Email or Text to Renters once trade has been assigned to a job

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    Ready for Votes  ·  3 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  05 December, 2023

12. New Column on Tenancy Ledger to show Number of Days and Amount of Arrears

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    25 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    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. The rent arrears information would show rent only transactions and credits by default so that it had an easy to follow running tally of the rent arrears/days in arrears.

    
    

    These additional options would be available when you are generating an individual tenancy ledger and gives you the choice of the information you want to see. Whether you want a full ledger, or you are wanting to see transactions only, or wanting to see rent arrears information to help explain details to a tenant etc. 

    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.… more

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    Maddy Cooper commented  ·  05 December, 2023  ·  Edit…  ·  delete…

    The arrears column would be great! It would be good to simplify the ledger and remove the payer / who receipted the money from the ledger.
    This could be kept in the transaction history but would make the ledger easier to read.

    Save Submitting...
    Maddy Cooper supported this idea  ·  23 November, 2023

13. Compliancy tile on dashboard

    16 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  23 November, 2023

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

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    Ready for Votes  ·  4 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  23 November, 2023

15. Compliance Documents - File Name

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

    Currently the file name does accept using a dash, full stop and underscore however does not allow for commas. We are discussing this with our development team

    Maddy Cooper supported this idea  ·  23 November, 2023

16. Compliance Register for Contractor Insurance

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    28 comments  ·  Property Tree » Compliance  ·  delete…  ·  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?

    Maddy Cooper supported this idea  ·  23 November, 2023

17. Cancellation of upcoming Routine Inspection when entering in vacate date

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    Ready for Votes  ·  1 comment  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  23 November, 2023

18. Pinned notes for invoice genius

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    3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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    Ready for Votes  ·  AdminAngela Sutton (Admin, MRI Software) responded

    
    

    Maddy Cooper supported this idea  ·  23 November, 2023

19. Add more than 100 invoices into invoice genius

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  23 November, 2023

20. Have a periodic lease button to remove from expired lease page

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    Ready for Votes  ·  5 comments  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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    Maddy Cooper supported this idea  ·  23 November, 2023