1186 results found
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create owner invoice for payment
Ii would like to be able to create an invoice for the owners to pay for things like advertising or other charges that they may wish to pay direct rather than from the rent. Similar to a tenant invoice or commercial rent invoice but for the owner.
119 votes -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
3 votes -
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it can't be done.
5 votes -
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and withi
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and within one hour it becomes a nighmare trying to read grey font. HELP please
5 votes -
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…
4 votes -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
8 votes -
Property Tree Calender
Implement a calender into property tree that will pull across all rent increases, inspections, vacating tenants etc, that way you can pull up your calender for the day, EXAMPLE: if you've selected 'notify rent increases 14 days prior' it will be there ready to go for you 14 days before it is due.
18 votes -
Lease document available on Lease & Rent Tab
It would be great to be able to access the lease document easily without hunting through documents. Including any old leases. Similar to the Compliance tab would be great.
17 votes -
Ability to choose property as Rural instead of Residential
Regional agents manage rural property with some acreage attached. Would be good to have an option to have them listed as rural instead of residential.
3 votes -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
2 votes -
Auto Communications - Time and days that communications are sent
Auto Communications - Time / Day Communications are Sent -
We are constantly receiving reports from tenants that auto-communications are being received after 6.00pm.
This is not reasonable.
The auto-communications should be RECEIVED during business hours.
We should also have the ability to select whether our office chooses to send auto-communications on weekends or public holidays.
This is an issue that Property Tree should be fixing now. It's certainly been discussed enough times.111 votes -
postal statements auto-print
For owners who are selected to receive posted statements at end of month - an option that autogenerates/sends these to print
16 votes -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
20 votes -
Purchaser bank account
Can you please add a field that you can enter the buyer's bank account details in advance like you can with the vendor's bank account details (on Financials Tab). Currently you can only enter them at the time of disbursing funds, so if you make a mistake etc, and need to start again, you need to re-enter the details.
Would greatly help with advanced preparation of settlements.5 votes -
Ability to apply held tenancy funds during receipt
When receipting to a tenancy, it would be helpful to be able to see what held funds the tenancy has available and also have the option to apply some or all of these held funds to their rent and/or invoices during the receipt process. This would save having to go back to the tenant later and doing a separate step to allocate tenancy funds.
77 votes -
show unpaid tenant invoices on the tenant screen
On the main screen for tenants there should be a way to see any outstanding invoices, arrears do show but it should show all unpaid invoices sent to the tenant
5 votes -
MRI Inspect Web Page available as an App
Would be great to have the MRI inspect web page available on an App. This would allow syncing of inspections from Web to App whilst out on the road from a device.
2 votes -
To have auto reminder emails & sms for commercial tenants' insurance policy due
It would be helpful if 3 months before a tenant's insurance policy is due to expire and email and sms could go out automatically to the tenant for the reminder.
14 votesHi Bruna, thanks for your suggestion. Where are you currently entering information for tenant insurance in Property Tree? Thanks, Ange - Product team
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Invoice Arrears by days column option
Currently you can search for tenancies in arrears and days.
For states outside Victoria who invoice tenants regularly (water etc.), we require a report function to advise arrears by days - that is not via Business Insights.15 votes
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