1186 results found
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Being able to attach bond receipts in the bond section
It would be great if we could attach the bond receipt to the bond section of the tenancy card. Currently we have to manually complete the reference number and then save the receipt in documents. Much easier in the one place.
2 votes -
tenant invoices to be linked to creditor disbursements
have tenants pay creditor invoices still through the ownership so it shows on landlord statements, and so we can still charge GST. BUT have it linked so these are not paid out to creditor until the tenant has paid invoice.
47 votes -
Ability to Merge Creditor Profiles
Merging creditor profiles into one
3 votes -
Work order
At this present time, no matter who creates the work orders, all work orders created under the portfolio, are listed under the property manager..... so all responses go directly to the pm.
Why cant the work orders come from who is creating them, that way THEY get the responses back to their email and it is noted who has done them
2 votes -
Monthly Ownership Statement - update accounting terms to credit/debit
Monthly Ownership Statement - Change the field headings 'Money In & Money Out' columns to 'Credit & Debit' according to correct accounting terms.
2 votes -
show Net amount on Tenancy Invoice
For those businesses that have automated Invoicing approval and processing systems show NET amount ex GST, GST Amount and Gross Amount individually on invoice not just the GST and Gross Amount
10 votes -
Cancellation of upcoming Routine Inspection when entering in vacate date
Include a pop up when entering in a vacate date of whether the agent would like to remove an upcoming routine inspection or not.
29 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
12 votes -
Report that tells you how much you have received from a management in fees
When you are losing a management, it would be good to know what you are now missing out on.
2 votes -
Ability to filter owner automatic communications for routine inspections
At the moment we can only turn on or off automatic communications to all owners. There is no option to have it only for select owners.
We only have a handful of owners wanting to be invited to routine inspections and having the ability to turn on the automatic communications just for those owners would be ideal and save a long and tedious manual process of filtering the database to find those owners then send them an email.
26 votes -
Have bond increase calculate automatically
With the new feature where a bond increase can be added with a rent increase, its it possible to have Property Tree calculate what the increase is rather than relying on users calculating this leaving room for mistakes. This could be a pre-determined setting based on bond being equal to 4 weeks rent or whatever is set up for each account.
3 votes -
Ability to add owner's compliance status to monthly ownership statement email
Ability to add the status of the owner's compliance on their ownership statement, so they are aware if their landlord insurance, smoke alarms compliance is up to date for each property.
33 votes -
Agency fee part payments
Would love to see an option to prevent part payment of agency fees & instead hold funds until sufficient to pay the fee in full.
Would stop owners questioning multiple payments toward letting fees etc.17 votes -
Have owners name/invoice details in the work order (not just the email)
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.
We have it set up so they get the owners details in the original email. However when work orders are going through to the contractors accounts department they are not receiving the owners details. We would like a field included on the work order to include owners details so invoices are received correctly.22 votes -
Creditors- remember last Creditor input until changed
When in Invoice Genius, we would like the system to remember to remember the last Creditor used eg Yarra Valley Water when inputting a large batch of Invoices. We are currently losing a great deal of time searching for the same creditor for every invoice.
4 votes -
Intergration with Designly
For newsletters and information to tennants and owners.
2 votes -
Owner and Tenant Portals - Post your feedback
Hi Supporters! We're wanting to refresh the Owner and Tenant Portals and invite you to comment below any feedback regarding this. What do you like or dislike about the current Portals? Is there additional information that you'd like to provide to your Owners and/or Tenants? All previous Portal suggestions have been noted for this project.
98 votesWe are pleased to advise that new Owner and Tenant Portals are now in Development! This will be accessible on both web and Apps for Owners and Tenants. We'll let you know once this is available for EAP and general availability.
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Quote Request - Merge field for Creditor Company Name
Please add the creditors business name on the quote request email. Sometimes we CC'ed ourselves on the quote to outlook email. Its impossible to search or find the particular quote sent especially if we sent a few quotes for the same property, unless we check PT.
2 votes -
Contact Name Display on Caller ID for Property Tree Contacts App
Presently the Caller ID on the contacts app displays the Contacts First Name and the Initial of the Surname. It would be more useful if the caller ID could display the Contacts Full Surname .
24 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
18 votes
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