65 results found
-
GST summary on Commercial Properties
Accountants like the REST GST statements issued for the quarterly BAS. Would be good if they can be generated on Property Tree.
15 votesWe're pleased to announce that this feature has now been released! You can find the Ownership GST Statement under the Trust & Reports Menu.
-
Multiple lines for tenancy invoices
Ability to enter an invoice with multiple lines of charges - for both commercial and residential
14 votesTenancy Invoices now support multiple line items for both residential and commercial tenancies.
-
Lease Expiry: Commercial Tenancies
Under Automated Communications there is presently only one option for the Lease Expiry: Tenancy. We really need a separate one for the Commercial Tenancies as what the communication says is not appropriate for Commercial Leases.
5 votesWe are happy to let you know that this suggestion has been released - you can now filter these automated communications by Property Type allowing you to set up separate communications to send to Commercial and Residential Tenancies. You can find this new filter in the Automated Communications Trigger settings
-
Maintenance requests
Previously when looking at old maintenance requests in a property you could "click" on the magnifying glass and the list of jobs for that property would be displayed. Recently this has stopped working and all current jobs come up for all properties.
Can you please change this to how it was?
5 votesThis defect has been rectified and all maintenance jobs will display for the selected property as it did previously.
-
Ability to add extra email address (as BCC) when sending an email via Mail Merge.
When using MAIL MERGE to send an email (ie not via the standard system email function) the system only allows you to send to the email address of the recipient/s. Would it be possible to be able to have the option to manually add another email address as either a CC or BCC?
7 votesWe are pleased to announce that you can now use mail merge templates within the ad hoc emails allowing you to add cc email addresses that are not linked to a Property Tree contact. This sends out one email to all recipients.
-
Separate Commercial and Residential Arrears Notices
We need the ability to have separate automated communications for commercial and residential arrears (like we have the ability to do for automated inspection emails)
14 votesWe're pleased to announce that this enhancement has been released! You can now filter Automated Communications for Invoice Arrears, Lease Expiry Tenancy and Lease Expiry Owner by Property Type. You can also now set up to 30 different Invoice Arrears notices and 8 different Lease Expiry Tenancy and Lease Expiry Owner notices.
-
Maintenance Notes Character Increase
Character count needs to be increased in the Maintenance Notes section under the Property and Details tab. The current character count is too small to fit most notes needed. This field feeds through to the Maintenance Plus (Bricks & Agent) notes when creating a maintenance request and is needed to know owners preferred tradies or if owners pay invoices directly, etc.
8 votes -
Link notes to a particular user
Ability to link an alert/note to a particular user or area of PropertyTree - ie, inspections, maintenance
12 votesThis can now be done with the introduction of tasks
-
Business Roles and Tasks
It would be a great idea to be able to assign multiple business roles to a property to be able to track who is leasing and listing with the option to still be able to filter the tasks and notes by the property manager profile only
1 vote -
Owner Statements and EOFY Statements
Ownership area at top of statements is far too large, which creates one line on a second page with balance brought forward, which is a waste of paper, and ownership area doesn't match with window envelopes when folded. REST statements showed property managers name, PT statements do not. I believe this is a template issue.
11 votesWe are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding the changes or here is the link to the self paced training to see the old statement layout compared to the new statement layout https://mrisoftware-apac.skilljar.com/property-tree-february-2023-release-self-paced-training
-
Reply option on mail merge function when portals are active
When we send out mail merge email to owners/ tenant, please let the owner/tenant reply to the communication inbox instead of log in to portal.
1 voteWe're pleased to announce that all emails sent to your Portal Contacts will be sent as emails, and those contacts can reply to your emails! No more having to login to the Portals to reply! If you are using the communication platform, then those replies will come into your Property Tree inbox. If you aren't using the Communications Platform, then those replies will go to your external email inbox. You will still be able to send a Portal message, as will your Portal contacts, however the amount of portal messages will decrease as the primary form of communication is now emails.
-
Compliance - See next service due date
Would be great to be able to sort through compliance by next service due date. Currently we can only sort by subscription end date.
7 votesThe Compliance Register filtering capabilities have been enhanced to simplify compliance management with the addition of the last service and next service date filters
-
Have a report that saves when change of ownership completed
When a change of ownership is completed we would like a report saved that has all of the key information - funds transferred between owners, fees entered, what else transferred and who completed the change of ownership
7 votesUpon completion of a change of ownership, a change of ownership report is generated for the user to print. A copy of the report is also saved in the documents tab of the old and new property profiles.
-
Inspection Express API Push of Authorities back to PT
Inspection Express can currently push leases but not authorities, having these authorities push back into PT would be very advantageous for our office - Inspection Express advised they would love to do this but it depends what access we have via the API.
7 votesWe've now completed and released the API for ownership documents to be uploaded into Property Tree. Inspection Express are aware of this new capability, and are in the process of enabling additional documents to be sent to Property Tree via their platform.
-
Option to have more than 4 invoice arrears triggers
Would like more than 4 invoice arrear triggers. Rent arrears allows up to 28 and invoice arrears only allows 4 which does not make sense.
3 votesThis suggestion has been released - You can now add up to 30 different invoice arrears triggers, and also filter those automated communications by property type!
-
VaultRE Intergration
We have recently started using VaultRE and they will integrate any programs into their system, they have all the features for property management and it would be great if you can integrate with them so I don't need to manually add and I can go to 1 place for all our agencies services
1 vote -
Ability to process all tenant download transactions in the same screen
Once our tenant download has processed, we have to go and manually receipt all the rejected items, is there a way we can finish this process in one screen rather than haven't to navigate away?
1 voteTenant download has been enhanced to support receipting of items that require manual intervention straight from the page, allowing users to work through the list and receipt of the items. Receipted items via tenant download do not require reconciliation.
-
Add filters for Bulk SMS
Ability to filter and search like other areas by agent, tags, management type etc
5 votesWe're pleased to advise that this feature has now been released! You can now create SMS Templates and choose SMS within the mail merge process - this allows you to utilise the same mail merge filters (with tags) when sending an SMS. Check out the release notes here https://propertytree.elevio.help/en/articles/68976
-
Integrate "Mobile" category with Android devices not just iOS
This would streamline many agents ability to contact their clients especially as android devices now have market share
2 votes -
Add more document management types
We want to be able to customise our own document types, like filesmart
4 votes
- Don't see your idea?