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20 results found

  1. Print Creditor Invoices with Owner Statement

    1 vote

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Accounts Kennedy Learmont shared this idea  · 

  2. 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
    Accounts Kennedy Learmont commented  · 

    Further to the suggested compliance Tab for creditors, when a creditor is selected for a work/quote order there should be a notification/pop-up/big red words if their insurance has expired so they can be contacted and their updated details requested.

    Accounts Kennedy Learmont supported this idea  · 

  3. Owner Statement/Tenant Details to show all Income items instead of all under Outgoings

    3 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont shared this idea  · 

  4. Option for Properties to be separated on the Tenancy Schedule

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  5. Compliance Tab added to Commercial Tenants for Insurance

    30 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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  6. Please separate out commercial invoices and commercial statements

    60 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  7. Interest on arrears

    48 votes

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    7 comments  ·  Property Tree » Commercial  ·  Admin →
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  8. Ability to record property size information

    7 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  9. Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.

    8 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  10. create tenancy schedule to include all properties owned by same landlord

    15 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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  11. Clarification Regarding Lease Renewal Option Dates

    15 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  12. A trust account summary of tenant outstanding invoices & arrears to give at vacate

    19 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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  13. Send log for maintenance

    127 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  14. Change of ownership - Transfer documents and maintenance

    83 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Profiles  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  15. Compliance tab on Creditor Profile

    43 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Profiles  ·  Admin →
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  16. Add as a Property Type - Storage Units. maybe also carpark space

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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  17. Please have the outgoings reconciliation due date as a field for commercial tenants.

    10 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  Admin →
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  18. Rent review commercial - more options

    44 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  19. Ability to create own commercial rent review types

    10 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Commercial  ·  Admin →
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    Accounts Kennedy Learmont supported this idea  · 

  20. Have commercial invoices attached as PDF, not a link

    208 votes

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

    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.

    Accounts Kennedy Learmont supported this idea  ·