1010 results found
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Sale template fields
We need more template options in sales, we need sale commission, marketing etc., this will be a lot easier for generation account sales to solicitors
10 votes -
Be able to automatically charge management fee on property receipts
It will be great if we can add fee for property receipt by percentage.
We receive a lot of rental contributions from the property developer, these contributions are rent, and we need to charge fee the same way as receiving rent from tenant.
2 votes -
The ability to edit maintenance job emails before sending
The ability to edit work order emails at the preview stage.
16 votes -
SMS Thank you
an automation where the system sends a sms thank you to the tenant once the inspection has been updated to conducted.
4 votes -
Inspection provider automatically close job in Property Tree
This will be a a significant time saver and reduction of ‘10’+ extra clicks along with the sync time delay.
Currently having to complete in both inspection provider and PT.
The ability if the Inspection API and PT speak would mean, ‘Finalised’ in inspection provider updates the inspection status in PT to ‘closed’ - saving PM's and teams non required clicks/time.
7 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
7 votes -
Set certain document management categories to show on portal by default
Set certain document management categories to show on portal by default, like invoices and inspections (and have the option by tenant or owner)
23 votes -
New Tenant Water Invoice
Add a Water invoice for tenants where we can add a water reading into the tenancy invoice and have that new water reading update against the reading information stored on the tenant profile. This information should then populate against the new water invoice that is entered against this tenant
30 votes -
Mail Merge - additional filter options
Would love the ability to filter mail merge by lease dates and rent review dates so the system can pick up expired leases and we can communicate directly with those owners. The same for leases coming up for renewal without having to set up the automated system. Also, is there a way of omitting owners that don't want a renewal and would not appreciate a reminder?
4 votes -
audit check on saving documents
Have an audit report for checking documents uploaded and saved in Property Tree to help confirm that online documents have been saved in the documents management section; I have been told I have to go to each property to check if the documents have been saved; a report will be more time efficient.
7 votes -
Multilingual Communication
Provide options for multilingual communication to both landlord and tenant.
Through email, SMS and statements & ledgers etc.6 votes -
Add option to add recycled water reading/dual water readings
We have a fair few homes that have a standard water meter reading and also a recycled water meter reading that is charged as water consumption. It would be great to have a space to put dual water readings in the water usage section.
3 votes -
Additional Sales Merge Fields
There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice
27 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is not accurate.
3 votes -
Better explain part payments to owners on statements
Owners have trouble understanding a part payment being paid to them in advance of a full weeks rent currently showing with the paid to and effective dates, so if a tenant pays the old rent amount or rent in advance it is confusing when they receive this money, always months later this is queried.
Could this show on the statement clearly with part payment towards the effective date has been paid to to the owner9 votesPlease pop a comment on any ideas you have to better explain this to your owners
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I&E Reports - Property per page
Would be nice to have a page per property for I&E Reports for ownership profiles with multiple properties.
1 vote -
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at
The ability to have an agency ledger that groups the fees. So you can clearly see how the end of month figures have been arrived at to enable you to balance. At the moment it is just in date order
14 votes -
Reimbursing/Compensating Tenants
Rather than entering a tenant as a creditor to refund/reimburse/compensate them, it would be good to have an area in their existing profile to just enter EFT details and then an "action" under the 3 dots on their profile to disburse them funds from the owner. The current process does not reflect on the tenants ledger that the reimbursement took place at all, and by adding new creditors, we then have to go in and archive them all...
If entering a Tenant Credit for rent to compensate the tenant, it doesn't reflect against the owner as an expense/debit, and the…16 votes -
Have two vertical scroll bars in Invoice Genius.
Have two vertical scroll bars in Invoice Genius.
One for the scanned invoice, an one for the detail panels. Margin for error when having to enter details on the 2nd page of an invoice, as you can't copy and paste which leaves a margin of error if having to enter for a example a BPAY reference number contained on the 2nd page to the Invoice details.11 votes
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