1005 results found
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Ownership Funds Report - Include Last Statement Date
Could we have the field/column "Last Statement Date" available when searching Ownership Funds. This would be extremely helpful after processing EOM Ownership Statements, as it would allow us to identify those that did not get paid (via Ownership Statement Group/Tag). We cannot easily identify when EOM Ownerships have not been paid for the month.
2 votes -
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
21 votes -
Ability to re-print bank reconciliation reports from previous dates
Ability to re-print bank reconciliation reports from previous dates within the same period
6 votes -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
3 votes -
Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
55 votesWe're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
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Adding a follow up date back to the notes section.
Since the tasks upgrade has happened we are finding we are having to double handle a lot of things. especially maintenance, to be able to follow up
when entering maintenance we used to just put a note in with a follow up date, now we have to create a maintenance request, a task and a note which is creating a lot more work and becomes confusing when having to redirect to different pages to update dates and notes.5 votes -
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it can't be done.
5 votes -
Inspections for landlords wanting to attend
In the inspections tab - when scheduling - to be able to see if the landlord is wanting to attend all inspections
33 votes -
Reopen Cancelled Inspections
Can we reopen/edit cancelled inspections as to re-use instead of creating a new entry?
1 vote -
Bank Deposit Sheet to display individual receipts
While the Bank Deposit page in Property Tree displays the individual receipts created (e.g. cash receipts), the Bank Deposit Sheet doesn’t. It only displays the total amount.
The Bank Deposit Sheet (is often stamped by the bank and) is kept for record/audit purposes.
Having individual receipts listed would provide transparency on each transaction.
9 votes -
Ability to Edit Tenancy Invoices to Cater for Visually Impaired
The ability to change the format of Tenancy Invoices would be handy, especially for Tenants that are visually impaired. For example, increase font size or add in colours to highlight important information on the Tenancy Invoices. Also, have the option to add additional payment options not just Trust Account Information.
1 vote -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Ability to Delete a Note
It would be good to have the ability to delete a note on an owner or tenancy file. Currently if I accidentally create a note to the wrong file I can't delete it, only edit it to say note created in error
22 votes -
Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
8 votes -
variable outgoings reconciliation tool
Great to see and hear of the new features for commercial - would be great to have access to a variable outgoings reconciliation tool for commercial within PT
27 votes -
Adding Property Information from the existing property list
We are a SDA provider, most of the time there are at least two tenants (2 sperate tenancy agreements) in one property. When we are adding a new property, it should allow us to select 'existing property info' so it save us tons of time to enter the detail again and again.
1 vote -
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.
2 votes -
Due date calculator
A due date calculator for AP invoices would make my day! Something similar to the rental calculator (converts pm to annual and per day etc), where the calendar pops up for due date, perhaps it could include a calculator for 14 days from this date, 30 days from this date etc. Fairly minor improvement but it could help with time.
5 votes -
Invoices Tab for Owner
Under owner have a tab INVOICES which shows all invoices paid or pending in one list - not having to look through statements or recent transactions
14 votes -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
2 votes
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