991 results found
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More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
15 votes -
Sales Agency Disbursement/Statement
Hi as a Sales Administrator, since the law changed in the industry, although I can disburse funds, the principal/licensee, has to do all the bank authorisations.. The agency statements, i.e. 7/16_18 Carnation Avenue, Casula, when i print the statement, i physically write in the property address it refers to... Is it possible that Property Tree can have the property address inserted/printed on the statement? This would be alot more efficient that writing for management/principals etc, what property it refers to. Sales Administrators can no longer authorise through the bank, level 1 and principals only can do so? This will make…
6 votes -
Trust & Reports - Ownership Funds - Outstanding Invoices
This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees6 votes -
Rental Increase should automatically update the direct debit with the new amount
Rental Increase should automatically update the direct debit with the new amount
9 votes -
Lease start date on receipting screen
Show the Original Lease Start Date on the Receipting Screen so you can decide whether to enter the amount as a Holding Deposit and enter the date into Hold until for reporting and allocating funds
6 votes -
Invitations to Portal (Owners)
Instead of the standard 'Find Out More' link that takes everyone (PM's Tenants and Owners) to the same webpage of Property Tree, create bespoke Property Tree Landing pages that detail features and benefits to Tenants/ Owners etc. The current page it takes users to is a sales page for Property Tree and so more suitable to prospective agencies and PM's.
Or, simply remove this link in the invitation emails as the email text itself tells owners the benefits of the system for them.4 votes -
Agency report by portfolio
Have a report that breaks down agency statement by portfolio
4 votes -
Ad Hoc emails
Have been using Ad Hoc emails and adding a second email address to get a copy emailed to additional tenants etc - but that doesn’t show up in the Communications or Print View (and it really should). Otherwise we have no record that the email went to both email addresses.
5 votes -
Highlight maintenance notes in the work order screen
Maintenance notes should be highlighted to draw attention to them when raising a work order - This is where key instructions or limits applied are noted.
5 votes -
Add a new reason when cancelling a fee: "delay fee"
When cancelling a fee there are limited options and often we cancel fees in order to pay an owners outgoings then re-enter the fee afterwards. Can you add a new option 'delay'?
14 votes -
Rent review auto communications to owners
Ability to set up automated emails to go to owners for when a rent review is due
13 votes -
Ability to filter by tags and portfolio on the Contacts Summary
It would be great to filter the Contacts Summary by Portfolio & Tag.
6 votes -
Return to profile page after generating the Tenancy Ledger
After I retrieve the rental ledger, I would like the Property Tree screen to revert back to the tenancy profile page automatically.
12 votes -
Pre-tick "owners" only when sending routine reports to owners
Pre- tick sending inspection reports to "owner" type only in inspection emails to ownership entity. It currently pre-ticks to send to all ownership entities eg. Emergency contacts.
5 votes -
I would like to be able to create a list of all sales in a date range and listed in chronological order.
I would like to be able to create a list of all sales in a date range and listed in chronological order. Currently if I try to create such a list, the only was is with a sales ledger which lists the details in order of the vendor's first name.
9 votes -
Adding text to statements
It would be good to be able to add a message on the actual statements instead of just in the email - not all owners receive emails and it means we are having to print an additional letter to communicate the message. i.e Christmas closure period, public holidays coming up, rates will be due in ........ etc.
7 votes -
Change of Owner, having the option able to transfer over document management and notes
When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property
15 votes -
Tribunal Report - Have the option to select what prints
We want to have the option on what we want to include in the report when generating. Don't want owner contact details, owner notes and owner portal communications on a tenancy report. Others may want/not want other things
15 votes -
archiving users - keep closed inspections against old user
Ability to archive a user and not have to reallocate inspections to a different user even though inspection status is closed
10 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
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9 votes
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