1085 results found
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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 -
Ability to add an email signature not just a banner image
All email signatures currently are banners. This is very limited to having the entire content of an email signature within an image banner.
We need free text to create our own.
143 votes -
Property Tree Portal inbox when Property Manager is on leave
When a tenant puts in maintenance or correspondence through the portal, the notifications pops up in the Property managers inbox at the top right. If that person is away and no one is login into their profile then no one lese knows about it.
It would be great if we can put an out of office or something in so the notification goes to someone so important maintenance doesn't get missed.4 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 -
Ability to record property size information
Would be helpful if we could store information regarding sqm size and features of property for when rent reviews are being completed. Rest had a tab where you could display the sqm of the property and the current rate per sqm
9 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.
25 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
20 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 -
Termination Dates on Dashboard
It would be great to have termination dates appear with the vacate information on the dashboard
6 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 -
Back end activity log - invoices processed
When a invoice is processed, you cannot see which user has completed this or see a log.
We have had a couple of instances where we needed to address certain situations around task management and accountability and due to know log, it has made it difficult.
5 votes -
Creditor Invoice - Character Limit for descriptions
Would be great to not have a character limit when generating a creditor invoice
This will help with not having to adjust the contractors description at all.
10 votes -
Key number format
We have residences that have multiple rooms and we assign keys per room and also have groups/region of keys with a letter to distinguish the group/region eg:
A15/1
This format is not currently accepted as a key number.
We NEED to be able to record our key numbers in this way.
Currently they are recorded as eg: 15/1 but this will not prove acceptable moving forward.
6 votes -
Creating a tenancy credit - show this on ledger rather than cancel and reissue new invoice
Details in ledger to show credit details against an invoice rather than just showing reversal of original invoice and then same details with a lower amount owing on invoice. e.g. Original painter's invoice - less credit given by owner for compensation
7 votes -
Smoke alarm compliance
The old smoke alarm display had better information at a glance. It showed the date the smoke alarm was last serviced and the type of smoke alarm.
Could that please be included in the Register so it can be seen at a glance and not having to go via the pencil.32 votes -
Property Manager Display on Search
When searching a property address - it would be great if it displayed the Property Manager rather than having to select the property
4 votes -
Key number when searching for a property
When searching for a property rather than the property ID number appearing next to the address can this be changed to show the property key number? I rarely need the property ID but need key numbers multiple times a day, this change would save having to click into the property to get the key number. Thanks
22 votes -
Move app launcher to bottom of menu
Is there anyway to move the app launcher icon from the top, on the side, to the bottom. I have clicked on this so many times rather than the dashboard icon
5 votes -
To be able to print or pdf outstanding ownership invoices
It would be handy to be able to print off or pdf an Owner's outstanding creditor invoice that are entered into Property Tree so it can be forwarded/mailed to them.
4 votes -
Would appreciate being able to limit users ability to change bank account details across the Agency, Creditors and Bond Authorities
Restrict users changing bank account details
14 votes
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