Settings and activity

230 results found

1. changing of Bank Rec date

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   Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

2. Email Outbox so we can preview bulk or merged emails before sending

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   Ready for Votes  ·  6 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

3. Reference for Sales Bank Transfer

   62 votes

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   Ready for Votes  ·  18 comments  ·  Property Tree » Sales  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

4. Pets displayed

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   Ready for Votes  ·  19 comments  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

5. internal communication

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   Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

6. Set up automated communication for agent

   6 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

7. Calendar integration for inspections

   59 votes

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   Ready for Votes  ·  11 comments  ·  Property Tree » Integrations  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  04 May, 2023

8. Creditor invoicing - allow for multiple charges in one invoice

   10 votes

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   Ready for Votes  ·  3 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  18 April, 2023

9. Would appreciate being able to limit users ability to change bank account details across the Agency, Creditors and Bond Authorities

   14 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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   Carolyn Van Zeyl supported this idea  ·  18 April, 2023

10. Insurance Tab

    8 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  30 March, 2023

11. Quick Disbursement

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  30 March, 2023

12. Read receipts for portal messages

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    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  30 March, 2023

13. Owner's Held Funds - specific which invoice funds are held funds

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  23 March, 2023

14. Work Order Auto Reminder to Trade

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    Ready for Votes  ·  7 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  23 March, 2023

15. Remove some information from owner statement

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  07 March, 2023

16. Add email address to quote requests

    17 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  07 March, 2023

17. Held Funds for Tenancy

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  21 February, 2023

18. Statements and Invoices on one pdf

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  21 February, 2023

19. Priority codes for maintenance

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Carolyn Van Zeyl supported this idea  ·  31 January, 2023

20. Owner statement as a PDF instead of a link

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

    Update: We are currently working on the ability to have Tenancy Invoices and receipts sent as PDFs as the first piece of this project. We will then be working on the other areas of Property Tree as a staged approach.

    Carolyn Van Zeyl supported this idea  ·  31 January, 2023