1208 results found
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Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.4 votes -
Ability to set up auto communication for tenancy commencement
To send both "days prior" and "days After" Original Lease Start date
2 votes -
First disbursement only released after tenancy starts
I would love the option to hold of disbursing the first rent until after the tenancy started as an automated function, not manually withholding and removing withhold.
2 votes -
Do not auto fill due date for invoices
At the moment when the due date for invoices is automatically entered as the date you put it in. It would be helpful if this field was not automatically filled in and is a required field to be able to finish adding the invoice into Property Tree.
5 votes -
forward communication for follow up
Create a forward or follow up button for communication within owner or tenant profile.
4 votes -
Property Tree App – Access to Property Maintenance Notes
It would be extremely beneficial if the Property Tree mobile app provided access to the Property Maintenance Notes.
Our Maintenance Coordinator relies on the app in the field, but critical information such as owner-approved maintenance spending limits and properties requiring owner approval before works can proceed is only available in the desktop version.
Having this information accessible in the mobile app would eliminate unnecessary administration, reduce delays, improve efficiency, and help ensure repairs are managed correctly while on site.
3 votes -
Schedule correspondence/emails/messages to send at a later time/date
Not like an automated message, but a one off that you set up for someone to email out at a set time.
3 votes -
3 votes
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3 votes
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load inspection report on tenancy app/documents automatically
It would be good to be able to have the landlord and tenant inspection reports load straight onto their tenancy documents and mark them as visible on app from the inspection manager page, same area where you can email it off, would be good to "make available on app" at that same time.
3 votes -
Minimum Standards TAB
Create a Tab on the property file to have details about Minimum standards check similar to the compliance tab to see if it has been passed or failed and date/ also a section to be able to save report
2 votes -
Be able to invoice a vendor
Want to be able to invoice a Vendor Marketing and Sundries
2 votes -
withheld funds rent from date
When adding withheld funds to an owners account it would be helpful if there was a "rent from date" option that you could hold all rent from a certain date and the system automatically works out the charges to put on hold from that and what has been receipted.
2 votes -
BONDS
if the required amount of bond has been changed in tenancy profile can PT automatically send a tax invoice for the top up bond amount which will sit in tenancy financials tab until paid.
2 votes -
Merge field for Total Arrears not just Rent Arrears
Merge field for Total Arrears not just Rent Arrears (Rent, outgoings, etc)
5 votes -
Add Approved Occupant information under tenancy details
Add Approved Occupant information under tenancy contacts without having to put in contact information, just name and date of births.
3 votes -
Sending options for Routine inspection Reports on Inspection Manager
In Inspection Manager, it would be great to have the option to send routine inspection to ALL landlords and ALL tenants rather than just the main contacts. A drop down to add the others in would be good.
Would also be good to be able to mail merge into the email some more options like the notes we put in the "General Comments", "work to be carried out" etc, sections.
Additionally, it would also be great to toggle on, either in the main settings, or for each report, to send the report straight over to their documents on their tenancy…
3 votes -
Allow Email to Buyer action in sales workflow
Allow Email to Buyer action in sales workflow, currently only has vendor as the option.
3 votes -
Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
2 votes -
Compliance tab on Creditor profile - show no date loaded
This is a fantastic feature, but we need a tick box please to also show all creditors that have no compliance date entered, otherwise how can we track whose we haven't received. Thank you!
2 votes
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