1182 results found
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Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
4 votes -
Archiving Mail Merge Templates
Option to deactivate/archive a mail merge template without deleting it from the templates in full. At present having to rename so it drops to the bottom of the template list.
2 votes -
Owner Statement - I & E Graph / Payment History
We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.
I would just like to reiterate my concerns with the wording/information on this report/table.
I understand and have verified that the information is based on the Ownership Ledger dates.
I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.
My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.
Thanks.
16 votes -
tenancy schedule vacant properties
Owners vacant properties to be included on the tenancy schedule as well as the tenanted ones.
2 votes -
aba file exceeds bank upload limit
Banks have limits to the amount of payments included in ABA files - it would be great to see a pop up to say - payments included in the ABA file that is about to be downloaded exceed 500 - do you want to continue (in westpac case it is 500)..... further more under setting if one could put in their banks limitiations assuming they are all different - then the pop up can respond to that or better yet just say aba can't be downloaded as it exceeds your banks upload limit - reduce to 500.
5 votes -
Automated Routine SMS
The ability to set up a SMS and Email to be sent on the same day under automated communication for routine inspections,
We have it set up 21 days before an email is sent based on a confirmed status but we want to also send a SMS using the automation at 21 days before based on a confirmed status.
At the moment we cannot have 2 task be set on 21 days. This is silly.
1 vote -
add notes to invoice
I feel that it would be good to be able to have the option of adding a note to individual tenant invoices that have already been created. There may be updates from tenants that does not affect other invoices or other processess.
1 vote -
Add Multiple BPAY references for one creditor
It would be good if Property Tree will hold multiple BPAY references for each property for the same creditor. Example when Strata Levies are received separately for a car space to the actual unit they generally have different BPAY references so invoice genius does not pick up when its different.
7 votes -
There should be BCC option when sending emails through communication
There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.
39 votes -
On lease renewal page, it woud be good to be able to make a dropp down note for yourself where the communication is up to.
When looking at a list of expiring leases it woud be great to add a column where you can make a note for yourself where the communicaiton is up to and be able to edit it.
5 votes -
Add a new creditor from invoice screen
When entering an invoice on the creditor screen sometimes they're not already loaded.. it would be really handy to have the ability to "add creditor" from this page
5 votes -
NEW COMMERCIAL TENANCY STATEMENT - Add due to date filter
With the new Commercial Tenancy Statement, is there any way to filter by a due date for outstanding invoices (outside of rent cycle). Currently, all invoices entered are showing under outstanding, regardless of if they are overdue. This could be an issue as some invoices are entered in well in advance.
9 votes -
Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
4 votes -
Rent receipt text message
It would be good if there was the option to send a rent receipt via text for tenants who don't have email addresses
1 vote -
applying a credit and showing on the owners ledger
When applying a credit to a tenant, either for rent or against an invoice.
If they have paid for something on behalf of the LL, which the landlord could claim, it would be great if this could reflect on both the owners statements and also on the tenants to reflect why the credit was applied.3 votes -
4 votes
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Key code
Some properties have access codes as well as keys. There is only a space for a key number. Can you add an option for codes.
2 votes -
Please create a section to duplicate properties. e.g. one owner with 20 units in one property
Please create a section to duplicate properties. e.g. one owner with 20 units all on one property instead of entering every unit one by one.
2 votes -
add maintenance jobs to the dashboard
Could we have a new icon for maintenance so we can see it on the dashboard instead of having to run a report?
11 votes -
CREDITOR INFORMATION ADDED TO MAIL MERGE FIELDS
Can Creditor information please be added to the mail merge fields? We need to contact Creditors, and currently I can only have their name OR their Company name. We obviously need both and I can only personalise it by name or Company - so I have to choose whether to acknowledge them or put their business on any correspondence. This means I have to do these emails separately and modify each one.
This would also be very helpful to create templates to follow up work orders, etc.
7 votes
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