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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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989 results found

  1. The ability to print from invoice genius. As we get downloaded from places like water corp etc. Sometimes there is a zero balance, you cant print it out straight from invoice genius. We have to log back into water corp and download again.
    We get 200 - 300 invoices a month, they get flicked to the pms but it may be a day or two before they process. It would just be nice to be able to print straight from the queue

    8 votes

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  2. It would be great to have customisable shortcuts on the dashboard that allow a user to set their own 'favourites' eg. Create a receipt. Helps reduce clicks to get to functions that are used regularly.

    5 votes

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    Ready for Votes  ·  0 comments  ·  Profiles  ·  Admin →
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  3. Would be great to be able to add 'Tag' option to Fee editor, so that when adding or updating Fee/s you can select and bulk update by the relevant Tag.

    This would be especially helpful when importing a Rent Roll (were fees are not imported as part of the import process) so you can manually update Fees by selecting the new rent roll Tag and selecting to update all Properties that use this Tag.

    15 votes

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  4. Hi, just wondering if we could bing the integration with EagleCRM, we've been heavily working on this CRM and PropertyTree, and we wish that we could get this two working seamlessly with Database exchange. many thanks

    2 votes

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  5. There is no option for tenancy invoice amount merge field to be added to the tenancy invoice email template. please get this added so the amount appears in the email and tenants don't need to click the link.

    20 votes

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  6. Could the attachment be in the body - currently it can be there or all the way at the bottom so is easily missed.

    Any attachment that is added in addition to those included in the template will appear outside the body of the email. If a banner is included however, then the attachments will appear after the banner as the banner is pulled as part of the body of the email.

    12 votes

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  7. Somewhere to put manuals for the property for easy access and able to add and delete manuals. So they don't get lost in document management

    18 votes

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  8. When completing the Bulk Portfolio Assignment from one Portfolio to another Portfolio, it would be great to be able to edit the list to remove any properties you do not wish to be assigned to the other portfolio. Also, if there was an option at this point to use tags to filter properties, and select between residential and commercial tenancies.

    19 votes

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    Ready for Votes  ·  0 comments  ·  Profiles  ·  Admin →
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  9. Currently when selecting profiles for bulk tags, you require to enter the profile ID number in the setup step. If you leave the field blank in this step, this will show all profiles relevant to previous filtering in the complete bulk update step. There is no way to remove the profiles from the complete bulk update screen. It would be great if there was a red x next to a profile where you can opt to remove it from the list. This would make bulk tagging so much easier without having to export a report to work out what reference…

    17 votes

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  10. It would be great to have an option to add sale anniversary dates, so we can send communication out to owners with the potential of another sale down the track.

    7 votes

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  11. Allow emails from gmail to be drag and dropped into documents

    16 votes

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  12. Add a filter to exclude commercial rent invoices from the list of overdue tenancy invoices. Commercial invoices are sent to tenants 14 days before they are due so they end up showing as overdue when we want to just check on overdue water usgae or outgoings invoices

    25 votes

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  13. It would be helpful to be able to have the general inspection notes appear on the inspection summary report - ie, owner is attending with any comments. This means we can print the report to take with us

    21 votes

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  14. Have option for an automated communication to send when an inspection is cancelled

    22 votes

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  15. Have the option to select or deselect what owners see on the portal like Rest Professional

    23 votes

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    Ready for Votes  ·  2 comments  ·  Portals  ·  Admin →
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  16. Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products

    4 votes

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  17. Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.

    4 votes

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  18. To have the option to have a second email address noted as a secondary email so an email can be sent to two owners and not all emails or just the primary email address when creating and sending a bulk mail merge.

    2 votes

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  19. There is currently no Automated Communication template for the Sales Statement

    22 votes

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    Ready for Votes  ·  2 comments  ·  Sales  ·  Admin →
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  20. Show tenants current rent amount on the receipt. It shows on the receipt screen when entering and after it's been entered, but that does not pull through to the printed/emailed receipt

    21 votes

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