88 results found
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To find a creditor, not just by name but by profession or trade
When you want to look up a painter for example and do not have any names, you cannot find without a name of the tradesperson or company
4 votes -
PT really needs to have a feature that flags a Property Manager if a council or strata rate has not been paid. Even if there is a report
Would like for PT to have a feature where it will flag or alert the Property Manager if a council or strata rate has not been paid when the owner has opted for this. Or, a report can be generated that will show properties where council/strata rates are to be paid by the agency.
13 votes -
Allow bonds to be filtered by Property Manager
Allow outstanding bonds to be filtered by Property Manager under Trust & Reports > Bond and Deposit Summary
17 votes -
Update to options for Statistics Report
Would be wonderful if we could produce a Statistics Report selected by Tag.
This would allow us more flexibility in Reporting monthly data.
Thanks.
3 votes -
Cancelled Invoices - show who cancelled the invoice
Cancelled Creditor Invoices and Tenancy Invoices display a status of 'cancelled xx/xx/22' and the 'info' symbol displays cancelled reason.
It would be helpful to also display the User who cancelled the invoice as this is not displayed at all
Eg: when clicking on the 'info' symbol it displays 'reason' + 'User initials or short name'
38 votes -
Rent Summary Report to show more information
The Rent Summary Report within the Tenancy Tribunal report is a very difficult report to explain at tribunal when an explanation is required eg to a judge and or tenant
It would provide alot more clarity if the Date Paid column also included the paid to date of the rent paid at that date. This would explain the Arrears Amount column as well.
8 votes -
Report - Account Code of all Creditors
Would like to be able to run a report listing all Creditors to ensure they are under the right account code.
12 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
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7 votes -
Ability to remove archived properties from Key Register
Have just run the key register and it has properties that have been archived still in the list even though the key number has been removed.
There is no reason for them to be on the list. It would be good if they could be removed or filter so they do not appear in report eg active properties13 votes -
Property Ledger
Have a ledger for each property and not just for ownership. Difficult to find transactions on large owner portfolios when grouped on one ledger. Understand that we can search this report although not ideal and easy to miss.
12 votes -
Column headings on all forms should be display on each page
Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.
3 votesUpdated and ready for votes
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Add a Business Role filter to anywhere there is a filter for Portfolio
Add a 'Business Role' filter to anywhere there is a filter for Portfolio.
Including Find Pages, Reporting and all Dashboards
This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.
As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.
23 votes -
Increase font size on batch payment reports
Hi can you please increase the size of the font on batch payment printouts. It has decreased in size since February update and is too small. Also I would prefer to have my lists printed in alphabetical order and not dollar amounts.
3 votes -
More filters when generating reports
Ability to filter reports by Suburb/Street Name, Bed/Bath/Car (on Find Profile, Rent Reviews, Tenancy Leases). Tags are good but we end up duplicate this information that is already in the profiles
13 votes -
More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
11 votes -
Print the Tenancy Overview Report
Tenancy Overview, option to Print. Also to have tenant contact details on the report. Ability to send to all contacts not just main contact
3 votes -
Export all information, like Rest Professional
Ability to have a report with everything and then filter out what isn't needed (like REST export). PropertyTree is very limited on what can be exported and needs more fields available
8 votes -
Have the property managers name as a column in reports
Option to have the property managers name in all reports, so that when they are exported or printed this is known. As it is only a filter, it's not apparent unless still on that screen in PropertyTree as to who the agent is
17 votes -
Add more information to the Manage Rent Roll/Valuation report
This report currently has a lot of missing information or combined information in the same column which makes it difficult to use. Some suggestions to improve this report: Separate out the rent amount and frequency under Actual Rent so the rent amount can be calculated like every other numeric column. Add lease start/end dates. Add outgoings for commercial properties. Ability to add a multiplier when generating the report like the Rest Business Summary. Add Year Management Fee column (Annual Rent x Management Fee).
7 votes -
When searching for an owner, see what properties they manage in the list
When searching for an owner you cannot see what properties they manage. Would be good to have this linked so when you search for the owner their properties also appear. When have the same owner entered more than once cannot tell which is which
4 votes
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