1117 results found
-
'floating' text box for creating text messages
When creating a text message it would be great to have that as a 'floating' pop up window to enable the information ie arrears amount when inputting the SMS to be viewed while creating the text.
5 votes -
Add a Sales bank a/c to automated outstanding advertising invoice
Be able to edit the communication of outstanding invoice to vendor with pre populated Sales Trust Bank account details.
13 votes -
Creditor Invoice Breakdown Screen
On the creditor invoice breakdown screen, it would be good to see a traffic light system highlighted on the $ amount.
Green = enough funds in owners account to pay it.
Amber = enough funds in owner account however there are other priority bills to pay so there may not be enough money to pay this creditor now.
Red = not enough funds in owner account to pay this bill now.17 votes -
Identify User Data Entry
It would be extremely useful for Management if we were able to see who has entered/deleted information from the system for auditing and error processing. Just like receipting you can identify who has receipted funds.
11 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 votes -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice9 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
17 votes -
Allocation of creditors to certain properties
We have a owner who does not want a certain creditor to do any more maintenance on her properties.
Currently the only way is to pin a note to the property profile and hope the note is checked before creating the maintenance request. The information on the note is not access able once you are in the maintenance request screen
We would love it to add or removing creditors to the owner or properties so the creditors not allowed don't even appear as an option when creating the request11 votes -
Separation of properties in portal
Clients with more than one property are unable to view graphs and details for each property individually.
Only work around is to have separate email addresses for each property with different portal log ins11 votes -
Warning when entering invoices for lost properties
Show a warning when a user is trying to create a creditor invoice for a property that is marked as lost.
12 votes -
Recurring invoices - generate 14 days before due date, not on due date
Have a "Email On" Date or timeframe i.e. "14 days before" for recurring tenant invoices. At the moment the recurring invoice feature sends the invoice on the date it is created, but for rental invoices, our customers want to received them earlier to pay rent in advance.
16 votes -
Set up automated communication for agent
Currently we can set up to automatically a tenant or owner that the lease is due for renewal at x days. We would like an option that we can set up automatic emails to the agent at x days so they can be triggered to individualize the communication to the owner.
6 votes -
Report - Account Code of all Creditors
Would like to be able to run a report listing all Creditors to ensure they are under the right account code.
16 votes -
sale statement - vendor name
The Sale statement should show all vendor names in the top section where name and address is listed - currently it only brings the primary contact through
9 votes -
Increase Sales Commission Percentage Field to 3 Decimal Places
We have many instances where the sales commission is for example 2.75% + GST = 3.025%. Property Tree cannot handle this and can only record 3.02% or 3.03%, both of which are incorrect. It should be a simple fix to increase the field to 3 decimal places
5 votes -
Notice to Leave for ending Fixed Term Tenancy after 1 October 2022
With the changes to the Legislation coming into effect on 1 October 2022 with regards to Notice to Leaves without grounds, is there any way to enter a Notice to Leave for a Fixed Term Tenancy without having to put it in the Vacate section – basically, if we enter a NTL for every Tenant for the end of their tenancy, every tenant in the database will be classified as “Vacating” – is there someway around this?
13 votesAfter discussions with a number of clients, feedback has been that the Termination date on the tenancy could be used to record this date, as this does not trigger the normal vacate activity. We will continue to review further feedback and votes towards any changes. Thanks, Ange - Product Team
-
Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
19 votes -
Maintenance request history to be shown on property profile
All previous maintenance for property to be found within the property profile itself, rather than having to search for it
12 votes -
Advertising Fee event trigger
As you did for the renewal fee to automatically charge when lease renewal dates are changed (as an event) could the same principles be applied for Advertising Fees one a prospect tenant has been converted to a current tenant
2 votes -
Tracking Invoices through Invoice Genius
We need a way to track Invoices through Invoice Genius. Once an invoice is sent there is no way to prompt a PM to approve or to flag that the invoice has already been entered into invoice genius. There is no record of notes for the activity pertaining to an invoice. Invoices need to be time stamped with status updates - Entered > approved > Processed > paid.
11 votes
- Don't see your idea?