1216 results found
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tenant ledger
Property Tree tenant ledger is very difficult to read at the best of times, let along from a tenant perspective.
Property Me ledger is terrific and shows clearly when the tenant was in arrears and how many days.1 vote -
ownership statement
The option to better customise the population of information on the ownership statement template.
Rather then having to click into the actual statement, the below provides immediate summary."Hi {Recipient Salutation},
We have created a statement detailing the financial activity up to {Statement Date Generated} for:
{Statement Property Detail List} The key information is below and a full statement is attached to this email.
Income
{Statement Income Amount}
Expenses
{Statement Expenses Amount}
You Received
{Statement Received Amount}If there are any attached bills for this statement they will be listed below.
{Statement Bill Document Links}
{Agent Client Access Sentence}…1 vote -
make report fonts large enough to actually read
make report fonts large enough to actually read
1 vote -
Pausing rent when property uninhabitable
When there has been an emergency incident at a property and its uninhabitable, it would be useful to have an option to pause the rent until repairs are completed. The only option atm is to credit the rent.
1 vote -
Export Bond Number in Business Insights
Ability to run a report on the Bond Number
1 vote -
Mail Merge Attachments
When reviewing “Link to an attachment” within Mail Merge templates, there is currently no list view showing which Mail Merge templates each attachment is linked to. This information only becomes visible when attempting to delete the attachment.
If you then want to review other attachments, you need to go back into the document, reopen the attachments section, and scroll back to where you were. This makes managing a larger number of Mail Merge templates and attachments unnecessarily time-consuming.
It would be helpful if:
The attachment list displayed which Mail Merge template(s) each attachment is linked to.
When a Mail Merge…1 vote -
Add a tenancy document-status checklist for departing tenants
When a tenant vacates, property managers need a clear checklist of documents and statuses to close out: final inspection, keys returned, bond, and any visa or residency paperwork where the tenant is relocating overseas. A built-in tenancy document-status checklist in Property Tree would help: one place to record each item, who confirmed it, and the date, with a reminder when an item is still outstanding. For managers guiding a tenant who needs to how to check visa cancellation status, a simple status view would avoid repeated emails and keep the vacate file complete. Please add a reusable checklist template…
1 vote -
expired links for owners
Quite a few of our landlords are contacting us advising that the links to statements for end of financial year and also invoices with statements are no longer accessible through property tree and the links have expired and we are having to resend documents, this is time consuming and looks unprofessional. Please rectify this for the future, landlords who have access to the portal should be able to access all their documents regardless.
1 vote -
Automated residential rent arrears emails sent to property managers as well as tenants.
Property managers, be copied into rent arrears emails.
1 vote -
Forwarding emails & communications capabilities
System Enhancement Request – Email Functionality
The email functionality within the system requires significant improvement to support efficient property management workflows.
Currently, when managing correspondence within strata, owner, tenant and creditor profiles, there is no ability to simply forward an email together with its original attachments. Instead, users must manually copy and paste the email content, download each attachment, create a new email, and reattach the files. This can require 10-15 additional clicks for a task that should take seconds.
Key improvements requested:
Ability to forward emails directly from within the profile while retaining all original attachments.
Ability to reply…1 vote -
Email thread
*Displaying the newest message at the top of the conversation by default.
*Clearly highlighting unread or new messages.
*Visually distinguishing the latest reply from previous correspondence.
*Providing clearer thread labelling and message hierarchy.
*Offering configurable conversation views (newest-first or oldest-first).1 vote -
Pending User Invite List
User Management Screen – column headers to be pinned so you can still read them when you scroll down the user list
Pending Invites – pending invites visible from the user management screen, as well as a cancel invitation option
2 votes -
Change the arrears messaging back to 6pm AEST
Change the arrears messaging back to 6pm AEST
1 vote -
Collection of Identification
A space to record number of children in the property and dates of births and licence details. With legislation shifting on the collection of ID documents, we are no longer storing this inside documents in Property Tree but the D.O.B and licence details can be and is used for regulatory and compliance reporting on property programs.
If you need to blacklist a tenant at the end of a tenancy, you need some ID information to record this and if ever required for police matters.
A pinned note is not satisfactory as this is complex to export against a building of…
5 votes -
Outstanding Security Deposit to show in arrears
When the security deposit is increased in property tree, the outstanding amount is shown as an arrears amount under the tenancy. This helps track any outstanding security deposits and removes the need to raise an invoice.
3 votes -
communication
When filtering staff inbox in communication, would prefer the filter to remain in place view the communication Inbox, the filters have not saved and we need to assign the filters again.
1 vote -
on PT "Maintenance Job Search", bring in the creditor information from Bricks & Agent
You already bring in the job description & property but it would be good to be able to see in this report which creditor it actually belongs to as well. This way we can then run reports for specific creditors. At the moment, There is no easy way to do this because bricks & agent also doesn't have the function to export reports.
1 vote -
termination
We need to capture sheriff evictions for reporting and currently no where to record this in the vacate section as a reason - only break lease and vacate notice.
It would be good to have more vacate options or be able to filter the reason as to why the termination notice was issued as currently we cannot see this without going into the profile itself.
1 vote -
Edit the Description of a Paid Transaction
Ability to edit the description of a paid transaction in the case of incorrect spelling or incorrect details being added.
2 votes -
Residential Rent Invoices
It would be great if we could generate residential rental invoices in the system, the same way we can for commercial properties.
Currently, we have to create a standard tenant invoice, download and email it manually, then cancel the invoice so the rent can be receipted correctly as rent. If the rent is receipted against the invoice, it also doesn't charge the management fee.
We have a number of companies renting residential properties for their employees, and they require tax invoices to process their rental payments. This is currently a very manual and time-consuming process.Ideally, we would like to…
1 vote
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