989 results found
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Quicker way to see arrears and paid dates on ownership card
A quicker way to view tenant arrears and paid to dates of an owner that has multiple tenants. If something could be updated to view this straight from the ownership card. E.g. an owner has phoned and asked where all of their tenants are paid to or who is in arrears, it's not just right there for easy viewing
15 votes -
Add as a Property Type - Storage Units. maybe also carpark space
Just need these added in the dropdown field for Property Type
7 votes -
Invoice for Residential Rent
We need to be able to invoice for residential rent, like commercial. We have a lot of businesses that pay rent for their employees and this is a very manual process
159 votesWe're pleased to advise that as part of the Tenancy Statement work to show outstanding invoices, we have included the ability to produce a statement for rent due to a chosen date. This can be produced for rent only, rent and invoices, or invoices only.
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Owner Portal - Display Order of Multiple Properties
Right now, for ownerships who have multiple properties linked to their portal account, the order of properties is sorted by Property ID from lowest to highest. It would be great to have this order sorted by address line. For example, if you had an owner with 10 units in a block, by order of 1 to 10.
18 votes -
Improve invoice genius upload time
Taking so long to upload to invoices, sometimes 5mins per document which is time consuming
2 votes -
Ability to split unknown funds across multiples tenancies/properties
We receive bulk funds from places like NSW Land & Housing and then have to cancel the unknown funds receipt to then re-receipt it to multiple tenancies rather then being able to allocate to multiple tenancies.
4 votes -
Allow cancelling a creditor invoice that was created via Maintenance API
Creditor invoices that have been created via Maintenance Partner sometimes need to be cancelled for various reasons but cannot be cancelled within Property Tree. Some reasons why they need to be cancelled:
- user error
- incorrect duplicate maintenance jobs created which then have duplicate invoices
- manually created creditor invoice and paid and now can't cancel the API created invoice
- Creditor invoice paid outside of Property Tree
10 votes -
Smoke Alarms Australia straight to compliance register
Smoke Alarms Australia can push invoices through to us via Invoice Automate (B+A) but the system cannot recognise these and add them to the compliance register. It would be super efficient if approving the invoice added the invoice to the compliance documents and updated the register's expiry and inspection dates.
3 votes -
Being able to search by 'suburb' in global search bar
Currently when you search in the global search bar, you can only search for the number address. When you type the suburb, properties do not show up.
The functionality for the Global Search bar to pick up all properties by the suburb you are searching for would be amazing.9 votes -
Add Commercial Arrears Filter to Mail Merge
you can merge for residential arrears but not commeercial arrears.
5 votes -
Date Driven Fees
Can you please add DATE Driven Fees to Property Tree, so a specific date/frequency can be selected instead of an Event.
• Mainly for Owner and Property Fees (mostly Flat Fees)
• Examples: Admin/Statement (monthly), Lease Renewal (charging on a specific date when then new lease kicks in, not when the lease date gets updated, which is often weeks/months prior the new lease)
• Difference it will make: more flexibility (less manual bulk charges, not all events are suitable in PT, can create Mid-Month statement without fee, charge monthly fee in current not next month/period)13 votes -
accommodate for international bank transfers
In PT you can only edit the Owner's contact payment information to either EFT or Cheque.
The EFT method requires AU specific account details which for any Owner with an international account is impossible to provide.
As a workaround, our accounts team set the method to Cheque as it is the only alternative in this scenario, of course, they do not process the payment by Cheque.
Owners not happy with this as not accurate for their financials and reporting
2 votes -
Commercial rent reciepts to include paid-to-date
Commercial rent receipts
Update to include the effective paid-to-date (or Balance owing on part paid rent invoices), similar to what you have for residential?8 votes -
Notes
Please return to the original note system where any pending note was able to be visually viewed by all staff members.
3 votes -
Activity Log on Property / User Report
Would be handy to have an activity log not only just for user activity to monitor work efficiency, but also on a property page to see all maintenance / inspections / communication at a quick glance rather than digging through different tabs.
3 votes -
Inspection Summary Report changes
Hi User Voice Supporters - We're after some feedback relating to pending updates for the Inspection Summary. Please see below and add any feedback into the comments.
Filters would include
Inspection Type, Status, Date, Property Type, and Assigned to; the Suburb filter would become 'Property' allowing for wider filtering capabilities - search for suburb or address.Available columns in the Inspection Summary list (that you can choose to include or hide as you like)
Type
Status
Date
Time
Days since last inspection (New)
Property
Key
Tenancy
Primary Contact (New)
Primary mobile
Move out date
Lease end date
Assigned to
Property…8 votes -
Lease only option when don't manage it for commercial
Suggest a lease only option when don't manage it for commercial properties but need to receive first months rent to cover lease fee - and system to be correct as not vacating the property either. Alot of work to enter and setup a tenant that not managing a second option for commercial lease only properties.
24 votes -
Ability to clone Property Tree accounts
When setting up a new PT account, there should be an option allowing the agency to clone all templates in their original PT account, i.e. logos, letters, notices, tasks, categories & business roles.
This would greatly help if the agency is expanding into new PT accounts using their current trading name.2 votes -
Sales Flat Fees Triggered by Add Buyer
Add the option to have a flat fee triggered by Add Buyer, rather than Manual only.
2 votes -
Amend Creditor in "Edit Invoice" Section
Have the Ability to Amend the Creditor Entered (in Property-Financials-Edit Invoice) so invoice does not need to be reentered, as a whole
5 votes
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