1083 results found
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Document Type user security access
The file document system in Property tree does not provide enough protection in regards to specific access to certain documents such as Tenancy applications and Management agreements with attached ID that are stored in the document system. Legislation requires our office to collect ID such us drivers' licence, passports etc these are then stored in Documents for everyone who has access to view PT currently there is no way to restrict access to these documents types by user. I believe this should be addressed as a matter of urgency the fines for not protecting this kind of information are huge.
6 votes -
Tenancies - Alternative to Archive
We have a problem with Arrears and Vacancies on the Dashboard not giving the true picture.
The reason is largely due to Bond Claims pending action.
To ensure Bond reconciliations are accurate, we have a policy that tenancies are not archived until the bond is settled. Otherwise, the bonds will not reconcile with the RTBA’s list for our Office/Agency (Victorian Bond Authority).
As a result, the Vacancies and Arrears data is skewed by these “active” tenancies.
I was wondering if we could have an alternative to “archive” for these tenancies?
We want the bond to come up on the PT…
12 votes -
Bulk Edit existing Fees
At the moment you can use the Fee Editor to Bulk Edit Fees, if there is no Fee amount or % applied already. However, you can't do that if there is already a Fee amount or % applied and there is an outstanding fee within the database.
It would be helpful to be able to bulk edit any existing Fee amounts and % too, and also select either some Fees or all Fees.7 votes -
Find Creditor Invoice - Filter for Paid date from/to
Love the improvements to Find Creditor Invoice Search over the years. New search can include Due Date From and to. Could we have option for PAID dates
3 votes -
Change wording on the receipt
Update the wording on the receipt to say "incl Part Payment"
11 votes -
Intergrate Docusign so it records any leases etc that is sent for an electronic signatures
Intergrate Docusign to record that an email has been sent for electronic signature.
12 votes -
Inspections: Warning when closing inspection and no report attached
Routine inspections should not be able to be closed in PT without first attaching the report.
There should be a warning pop up telling you that you cannot close inspection until report is attached.
This will help when staff leave that you know the reports are there and inspections have not just been closed without doing the inspections.
Would also help in disputes/tribunals as evidence7 votes -
Bulk mail merge, option to not send to duplicate emails for different owner profiles
to be able to sort the list of who is being sent emails, to be able to then remove owners that have duplicates as they have individual profiles for multiple properties
Even better to have it that property tree recognises that an email address is in the list multiple times and only send it once
3 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
10 votes -
Ability to easily send rent arrears notice manually for just one tenant when needed
Some tenants need reminding that rent has just dropped into arrears sooner than others, like repeat offenders, on the tenancy profile, where you can turn on or off rent arrears notices, it would be great to be able to quickly click a button that would send a rent arrears notice via email or text to only that tenant.
10 votes -
When emailing anywhere in PropertyTree, be able to copy or bcc in any contact linked to that profile or company contact
When sending an email, or maintenance job it would be great to be able to have a list of known contacts appear that can be copied into the email. So if this was maintenance for a property you could chose to copy in the owner and/or tenant (and their email would appear to select), also any company contact, so the Property Manager could be copied into the email too.
12 votes -
Allowing access for specific users to i card profiles, where a card may be of sensitive information and the
Allowing access to specified users of any card profiles (or blocking users) albeit Owner, Property, Tenant. Where a card may be of sensitive information and/or nature and there is a request that it not be public to all users. This is in line with the Privacy Act and is a request which we need to be able to do.
4 votes -
Inspection Only Properties section
Inspection Only properties, where these properties have their own category and add a tenant (not just prospect), start date etc. Invoice Owner once inspection is done. This would also stop the address coming up in the new viewing booking system.
5 votes -
Monthly Revenue Pie Graph - colour for each commission or fees to stay the same each month.
Monthly Revenue Pie Graph - colour for each commission or fee to stay the same for each month. The categories change colour each month.
3 votes -
BPAY check digit generator
BPAY Check digit generator as per REST
3 votes -
Ability to send bulk entry notices for routine inspections
Ability to send bulk entry notices for routine inspections instead of having to create each one individually.
You should be able to select the upcoming inspections and send the entry notice to all tenants with the realworks integration.
6 votes -
Have an in construction status for profiles
Have options for status in PT like in REST - In Construction.
6 votes -
Issue date on work orders
Client has requested that work orders be updated to include a issue date so that creditors have a clear record of what date they were given the job. And also, if this comes up at tribunal they will need to show when it was issued.
6 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…8 votes -
Place a creditor invoice on hold when processing a creditor run
When paying creditors, it would be really useful to be able to place an invoice on hold from the 'Pay Creditor' screen. This would be particularly useful at EOM when decisions are made in terms of holding an account to pay with funds in the following month especially at EOM when you are processing creditor payments often.
4 votes
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