34 results found
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Reference allocation for ABA uploads and Bank Transferrs
There needs to be a way to be able to put reference numbers/names into ABA file bank transfers. I have done several transfers to Solicitors/ NSW Trustee etc and the money has been unable to be identified. I understand that you can do a transfer straight from the bank, if this is the solution, why use property tree at all. We strongly rely on references, including to vendors.
When we used REST, we were able to do this. Simply being able to add a reference and the information comes across from the description section into the ABA would solve a…
32 votes -
An option on Rental properties to generate a Sale.
Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.
4 votes -
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…
4 votes -
Purchaser bank account
Can you please add a field that you can enter the buyer's bank account details in advance like you can with the vendor's bank account details (on Financials Tab). Currently you can only enter them at the time of disbursing funds, so if you make a mistake etc, and need to start again, you need to re-enter the details.
Would greatly help with advanced preparation of settlements.3 votes -
Ability to archive a sale property if it has been withdrawn
Ability to archive a sale property if it has been withdrawn without having to add a dummy buyer or a dummy maintenance request.
1 vote -
Sales Flat Fees Triggered by Add Buyer
Add the option to have a flat fee triggered by Add Buyer, rather than Manual only.
2 votes -
Show GST when receipting for Clearing Sales held
We need to be able to show GST when receipting for Clearing Sales held.
1 vote -
Stage of Sale
As in REST would like to see the stage of the sale e.g. listed, marketing, under offer, deposit taken and exchanged.
5 votes -
Date of Funds Received not correctly reflected in receipts recreated from allocation from Unknown Funds
Date of funds received currently defaulted to the system date for receipts generated under allocation from Unknown Funds . The field should be left open for input for the actual date that the funds was received.
1 vote -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
12 votes -
Having a status on the tenant and landlord end that's says the email has been read
Having a status on the tenant and landlord end that's says that the tenant or landlord has opened the email, it now only shows that it gets delivered.
5 votes -
Option to un-rescind buyer
Sales section of Property Tree - I would like to see the option to un-rescind a buyer
3 votes -
Reporting Sales Agent Commissions
As discussed with Dave Hannon:
Sales agent commission reporting in the User Interface by adding 'Comm % ex. GST' as a sales filtering column, to reference the % field against each listing.
Reporting sales performance & commissions as a percentage excl. GST is a standard measure for all agencies and should be part of the standard reporting fields.
3 votes -
Improve Sale Statement Tax Invoice
Sale Statement Tax Invoice - very simply please add in a total owed figure.
The current statement shows money in and expenses incurred but not the final figure owed by the Seller. Or also in the instance the Agency needs to return unused funds. Also why can't we include our trust account details on the statement ?5 votes -
Sales Contracts
Option to enter Date of Sale, Unconditional Date
4 votes -
Be able to add a second purchaser to a sale (without having to rescind a buyer).
Please enable a feature to be able to add a second buyer to a property. We often have multiple buyers on a property and a contract not rescinded until the other exchanges, so it would be good to have all deposits held under one property instead of having to recreate the property as a separate entry.
3 votes -
solicitors/conveyances details
Add the ability to merge email addresses & contact number fields for solicitors/conveyances when designing a template, (IE for sales advice emails/letters)
3 votes -
Additional Sales Merge Fields
There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice
24 votes -
Sale template fields
We need more template options in sales, we need sale commission, marketing etc., this will be a lot easier for generation account sales to solicitors
8 votes -
Sale anniversary
It would be great to have an option to add sale anniversary dates, so we can send communication out to owners with the potential of another sale down the track.
7 votes
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