1085 results found
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Multiline for Insurance Invoices - Issues with GST and generating it incorrect
Requirement for the ability for multi line for creditor invoicing/insurance Line item with GST one without
5 votes -
Creditor invoicing - allow for multiple charges in one invoice
create another line in the creditor invoicing so we can enter both the service & usage charge in one entry as well as being able to invoice the tenant portion
10 votes -
When sending work orders, can we add a status such as urgent
When sending work orders, can we add a status such as urgent
12 votes -
Reporting Sales Agent Commissions
As discussed with Dave Hannon:
Sales agent commission reporting in the User Interface by adding 'Comm % ex. GST' as a sales filtering column, to reference the % field against each listing.
Reporting sales performance & commissions as a percentage excl. GST is a standard measure for all agencies and should be part of the standard reporting fields.
6 votes -
Additional fee triggers for automation
Please add additional trigger options for inspection fees!
Currently we either have to manually charge fees for each entry and exit inspection, or have the fee trigger set as 'inspection closed', which means every time we do a routine inspection and close it off it triggers 3 fees, the routine inspection fee, an entry inspection fee and a final inspection fee, which we then have to manually delete the two we don't need.... so either way, we're manually processing things!
Please consider adding extra triggers for the entry and final reports so that all fees can automate appropriately?
5 votes -
Held Funds E-mailed Remittance
It would be great if an e-mailed remittance was generated & sent when refunding held funds rather than having to send a separate e-mail to advise the tenant or new Agent if we are transferring overpaid rent
12 votes -
Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
104 votes -
Option to un-rescind buyer
Sales section of Property Tree - I would like to see the option to un-rescind a buyer
5 votes -
Part-Payments for invoices & creditor invoices
Current process (below) is quite manual. Hoping for a build that you can part pay on invoice payment screen, this would minimize a lot of workflow process time, in turn business time/hours. Even a way to part pay accounts such as being able to click pay invoice and whatever is available will go towards the invoice.
- Find the invoice in the property file.
- Edit the invoice with how much is available to pay.
- Pay the invoice.
- Then re enter the invoice for the remaining amount.
24 votes -
Improve Sale Statement Tax Invoice
Sale Statement Tax Invoice - very simply please add in a total owed figure.
The current statement shows money in and expenses incurred but not the final figure owed by the Seller. Or also in the instance the Agency needs to return unused funds. Also why can't we include our trust account details on the statement ?10 votes -
Paying Retail Bond
When paying a bond deposit authority (specially retail bond board) we should be able to search and select the tenant that we are wanting to pay out the bond rather than clicking the "x" next to every other tenant.
5 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.34 votes -
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
6 votes -
Rent amount breakdown display on ownership statement
If tenant is paying monthly rent, is there a way that the weekly and monthly rent can be displayed on ownership statements for the tenancy?
4 votes -
Integrate with Myob
Please can we sync Property Tree to Myob, it would make my job and my accountants job a lot easier.
3 votes -
Sales Contracts
Option to enter Date of Sale, Unconditional Date
9 votes -
Search by building name
Should a Strata/Building Manager not include the Strata Plan number, it would be great to be able to search by the building name as this is usually in their signature.
4 votes -
Create Receipt screen to display the Rent Increase under "Allocate Funds To" section with the New Amount
Can the Create Receipt screen be improved so that the New Rent amount is reflected in the "Allocate Funds To" section (in addition to where it's currently showing at the top of the screen)?
Suppose the Rent Increase has been added into the Rent Schedule already a few months back and the New Rent amount was $400/week effective from 16/03/2023. Now let's say for example the tenant's Paid to Date is 15/03/2023 with $0 Part Payment and their previous old rate of rent was $360/week.
So when you go to the Create Receipt screen and enter the next rent payment…13 votes -
Ability to print creditor invoices from entry screen
Be able to create creditor invoices in Property Tree that are able to be printed as separate documents.
Rates instalments will differ from an invoice for the rates for council when instalment options are being taken.4 votes -
Merge Field Suggestion: Original Lease Start Date
"Original Lease Start Date" NEEDS to be a mail merge field. There is no way to indicate how long the tenants have stayed at the property in the merge fields.
4 votes
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