1182 results found
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Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
5 votes -
Bond increases for commercial properties
The new bond increase is great, but it needs to be available for commercial properties and be able to genrate an invoice with rent increase and bond increase.
14 votes -
2 votes
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Exclude Vacant “Not to Be Re‑Let” Properties From Reporting Without Archiving
Introduce an option to mark a property as “Inactive – Not to Be Re‑Let” (or similar), allowing it to be excluded from vacancy, management, and KPI reporting without requiring the property to be archived.
1 vote -
Change to rent allocation rules
If rent does not match do not allocate payments to invoices but instead put overpayment into Held Funds.
11 votes -
Different colour for notes tab
Could the notes prompt be a different colour than the blue that is used on your program that way it stands out for you to prompt and read it
1 vote -
bond when entering a new tenant
Is there a way to have the bond entry on the same field as the Lease & Rent information section? As it's down the bottom as a separate entry it's easy to miss if you don't scroll down. Not a huge deal but would be more efficient having it there where it can't be missed.
1 vote -
inspections
Sync Inspections in MRI it would be great if the inspections will be sync properly in MRI Inspections, and if we can also see an trail of who scheduled the inspections.
1 vote -
Maintenance Snooze Date
It would be great if maintenance could have a due date on it so that it is only shown in the maintenance list if it is due, similar to a task? With the option to filter to see all maintenance as well. But at the moment when I look at my maintenance list I'm overwhelmed by what needs to be action, but often I'm waiting for quotes/approval and sometimes I don't need to action it for 2-3 weeks, so it would be great for it to be removed from the list until it is due to be actioned, so that…
12 votes -
Have the date that the last payment was made as well as last statement date on the ownership tile
Have the date that the last payment was made as well as last statement date on the ownership tile. This avoids confusion as seeing the last statement date as the last payment date as well.
1 vote -
Have the date that the last payment was made as well as last statement date on the ownership tile
Have the date that the last payment was made as well as last statement date on the ownership tile. This will avoid confusion as the last statement date can also then be mistaken as the last payment date as well.
1 vote -
tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
2 votes -
Charge tenant fee by percentage
Would love the ability to charge a tenancy fee by percentage.
13 votes -
Auto email work orders for compliance items ie fire, thermoscan, backflow checking
It would be great if work orders could be automated for the regular compliance items as it is so time consuming. Things like 6 months fire checks, annual backflow testing, annual thermoscans.
2 votes -
Invoice Automate – Ability to add notes to future invoices
Having the ability to add notes - used for internal use, such as instructions - to future invoices (e.g. if there are 2 water meters).
We’ll require this feature after an invoice has already been approved.
Currently, to add a note we need to create a dummy invoice with a dollar ($) value, then approve and delete it in PT before it is paid.
We need to be able to add something in the backend and ensure it is working for when the next invoice comes through.
1 vote -
Invoice Automate
Ability to approve Invoices on-the-Go, i.e. Invoice Automate mobile app.
1 vote -
Multiple Account Codes on a Creditor Invoice
Having the ability to add more than one account code to a Creditor Invoice.
For example, for creditors who are carrying out multiple jobs and providing one invoice. And the different jobs require different account codes (e.g. plumbing, tiling, electrical etc).
We currently have to upload the invoice as many times as a different account codes are required, and split the invoice amount.
Can there be an option to add a additional line items, with their own account code, so we don't have to split the invoice?
This feature already exists for Tenancy Invoices, but not for Creditor Invoices.
1 vote -
New column on the Inspection Summary report with name of previous inspecting agent.
It would be useful to have another column on the Inspection Summary report with name of previous inspecting agent.
As inspections are often alternated between the portfolio Property Manager and support staff, it is impossible to see at a glance / without changing / bulk assigning, or viewing old reports in the inspection program.
1 vote -
merge field for tenancy ID - mail merge templates
Currently there is no option to add a merge field for "tenancy ID" to mail merge templates.
We require this to alert all tenants to a new payment method, PayID.
1 vote -
Recording external expenses on statements
An option to include a method to track external expenses within Property Tree so that they are recorded on ownership statements and annual I&E Statements for tax purposes.
I have a few owners that like all their property expenses to be recorded in once place so they don't have to worry about saving seperate reciepts to give to their accountant.
E.G. recording a Bunnings reciept for a replacement shower head that was installed by the owner rather than a handyman/plumber.
2 votes
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