1128 results found
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3 votes
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automate water usage from property
Mark a property as yes/no water usage is charged and have this automatically filter to the tenancy (perhaps with the ability to override for extenuating circumstances). This way each new tenancy will always reflect the property rather than having to look it up with each new tenancy and recall why water usage is/isn't charged (would also be good if it was a NO that a reason could be entered so that future property managers arent left scratching their heads
3 votes -
Drag and drop on iPad
I can't drag and match on reconciliation on an iPad
Can this feature be enabled1 vote -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
Mail Merge Fields (Commerical)
Additional merge fields for email templates specific to Commercial Property Management (i.e. Lease (Further) Terms, Rent Review Date & method i.e. Market Review/CPI etc)
11 votes -
Type of lease (commercial or retail)
LEASE TYPE:
Please have an option when entering in lease details for commercial tenants to choose whether or not the lease is
- commercial or
- retail
21 votes -
remove archived tenants from drop down when making an email
If I'm send the owner an email for eg a rent increase remove the old tenant from the drop down menu. If they are archived why do I need to email them?
1 vote -
COMPRESSED BPAY REFERENCE NUMBERS REJECTED BY BANK
Every mid-month and end-month I encounter a very frustrating issue involving BPay batch payments. Most strata invoices and some other creditors have very long BPay reference numbers. DEFT Payment Systems, for example, have 16 digit reference numbers.
The issue is this: When PT generates the BPay batch file for uploading, PT compresses the long reference numbers when generating the Excel spreadsheet which is then imported to our bank trust account. A long reference number gets converted to 85730570+16, for example. The bank trust account rejects these compressed reference numbers due to an invalid character (the '+' symbol).
I have to…
1 vote -
Statistics/Reporting
Hi few things,
- For the statistics report, the top section is always current data and if you want a certain time frame only the bottom section is for then.
It would be great if the whole report was for the period you select.
- User statistic reports, it would be great to have a report for users to track their actions/kpis - email sent, sms sent, work order created/completed, quote request, how many times maintenance notes are updated to track maintenance follow ups, task creation and completion (more importantly completion), and other general ones which the main stat report covers.
2 votes -
An agent should be able to pick and set the default statement style for when entering a new owner
Owner statements
1 vote -
Property Listing Type
We sign up General Sale Authorities in our office which have no expiry period. It would be great if we could have an option in "Listing Type" to select General Sale Authority and the authority period displays N/A. We currently make an important note to display it's a General Authority. It would be helpful if B+D could reflect this in the listing screen under listing type. Thank you
1 vote -
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
Vacate email should contain information such as confirmation of vacate date, rent owing, preferred cleaners/gardeners etc.
Other platforms have this functionality, and it should prompt the user in a pop-up when entering the vacate date on if they would like to send the vacate information email to the tenants and owners.
1 vote -
New Column on Tenancy Ledger to show Number of Days and Amount of Arrears
Rather than having to go through a tenant's ledger with them, it would be handy for tenants to have the number of days and amount of arrears displayed on the tenancy ledger, also perfect for property managers processing tenancy applications with ledgers from other agents using Property Tree. No need to go through every transaction in the ledgers if these are displayed, makes life easier.
315 votesWe're pleased to advise we have started development on adding the rent arrears amount to the Tenancy Ledger with the receipt details. We'll let you know once it has been released.
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Bond Section - No Bond Required Option
We have a few tenancies where they hold no bond (mostly as owner requested not to/family friend etc)
We cannot edit the bond REF section to say 'No Bond Required' and or add a description unless the amount is greater than '0'.
We do not want to enter an amount as then it will have those funds as outstanding and we would like the reporting to be accurate.
Can there be a way to have a section for 'no bond' and or be able to write into what's available with the amount being kept as $0.
2 votes -
Maintenance jobs to show all correspondence to owner, tenant and trade in the job car
Maintenance jobs to show all correspondence to owner, tenant and trade in the job card so all in the one place
11 votes -
tenant fee
We need to be able to see the due dates of tenant invoices when receipting rent. For example, when we receipt money to a tenancy and we have more then one tenant fee, we cant see a due date so we dont know which one to pay first. There is no invoice number either so we cant check in the tenant profile before receipting.
1 vote -
when I search a key number, the search produces 1000's of results. Can we just get key search to produce results for the specific key number
Key Number - improve search
1 vote -
Invoice Genius
Include a tick box for invoices entered to be visible to owner automatically without having to go in an manually tick this particularly as owners often want to view these at end of financial year.
5 votes -
communication Inbox - open profile on new webpage
When opening and reading a email, you have the hyperlink for the name and address above the body of the email that you can click on.
When you click on these hyperlinks it takes you to that page which is great but it is in the same window.
It would be great to either be able to have that hyperlink automatically open a new window with the details or be able to right click and 'open new tab'.
This way you can review the email and work on the details in another screen.
I am aware you can duplicate the…
3 votes -
Record rent schedule entry
When entering future dated rent schedule increases into PT, it should record the person's initials whom added in the change.
8 votes
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