86 results found
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Sort by property
When looking at 'tenancy leases' in the dashboard, the 'sort by property' column sorts according to street number, not street name. This is rather useless.
Similarly, the 'sort by rent' column sorts based on the first digit not the total value of the rent. Again, this is useless.
The addition of an ownership column would also be very useful.
Addressing these items would be a great time saver.1 vote -
Split past & current tenant arrears on dashboard
For the purpose of seeing both vacated & current tenants arrears at a glance
1 vote -
Dashboard – automatically display search results without having to click ‘Search’
When accessing a report page from within a Dashboard, it should automatically show the search result (report/grid) based on the filter selection made on the Dashboard.
However, to get the actual search result (report/grid) on the report page, a user has to click ‘Search’ first.
This is an unnecessary step, as the filter selection has already been made, and by clicking ‘View’ on the Dashboard, the user is confirming what search result they want.2 votes -
Invoice Arrears Days - number to be shown in "Tenancies in Arrears" view
When reviewing arrears from Dashboard and you go to "Tenancies in Arrears" it would make it much easier to manage arrears if we could see number of days in arrears as a column.
2 votes -
Allow to colour code boxes
Options to colour code white boxes.
The multiple white boxes throughout the Agency tab are hard to identify such as Arrears, maintenance etc.
I would suggest the option to colour code the boxes, for example arrears box red, maintenance blue etc. Coming from Property Me this system is a lot harder to navigate.1 vote -
Filter the Bond summary report by Tag
Have the ability to Filter the Bond summary report by Tag.
This is particularly useful after importing a Sale of Rent Roll to check the bond status of the imported tenancies only.
There are also other User Voices with additional filter option requests:
https://mri.uservoice.com/forums/940960-property-tree/suggestions/45457954-allow-bonds-to-be-filtered-by-property-manager
https://mri.uservoice.com/forums/940960-property-tree/suggestions/46882807-bond-held-report-that-can-be-filtered-by-portfolio
https://mri.uservoice.com/forums/940960-property-tree/suggestions/47435117--no-bond-report-solely-for-residential-or-commerc
https://mri.uservoice.com/forums/940960-property-tree/suggestions/47548730-cannot-easliy-identify-tenancies-that-have-no-bond1 vote -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
2 votes -
Managing Bond Arrears - Due dates
I'd like to see the bond arrears page improve. Currently there is a screen that shows how much arrears is outstanding, it doesn't however tell you when the arrears is due. For instance, rent increases (and therefore bond increases) are listed for future renewals = not yet in arrears. Then have to cross-reference and double handle. Needs an additional column or filter to show what's due and when.
6 votes -
been able to include archived tenants in reports eg inspection reports, otherwise any report done is not accurate
been able to include archived tenants in reports eg inspection reports, otherwise any report done is not accurate
1 vote -
Notes
Please return to the original note system where any pending note was able to be visually viewed by all staff members.
3 votes -
Where is shows tenancies vacating on the dashboard, there should be a section for “Terminations” to show tenants who are being terminated
Under “Vacancies” tab where is shows tenancies vacating, there should be a section for “Terminations” to show us a report of ALL tenants who are being terminated, as it is really hard to keep track of these!
1 vote -
rent review report for same landlord
Ability to generate a Rent Review Report which includes all tenancies for properties owned by the same Landlord
1 vote -
Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
7 votes -
All Close Period Reports ticked by Default
Have all report boxes ticked by default on the Close Period screen.
This should apply to all New and also all Existing Property Tree accounts, regardless of what selection was made in the previous accounting month.
This will not only save time having to manually tick each box for new Users or if someone deselected any by mistake, however, it’s also better for all agencies to have all reports generated and not needing them, instead of the other way around.7 votes -
‘NO BOND’ report solely for Residential or Commercial (not combined)
When running the ‘Bonds & Deposit Summary’ report to check for the Status ‘NO BOND’, and if you have a multiple bond accounts, it shows the tenancies that don’t have that selected account.
For example, if searching for NO BOND on Commercial Bond, it will list ALL Residential Tenancies (simply because they don't have the Commercial Bond setup on their profile).
However, Residential Tenancies will never need a Commercial Bond. So, they should not be on that Search Result.
An additional Filter Option for the Management Type: Residential / Commercial might also help with this.
Also, the ability to filter…10 votes -
Better visibility of Recurring Invoices on Tenancy + Owner Profile
Invoices on Tenancy Profile:
- Ability to see the Recurring Tenancy Invoices on the Tenancy profile, on the Financials tab > Outstanding Invoices, without having to first click on ‘View Recurring Invoices’.
- Selecting ‘View Recurring Invoices’ then unnecessarily takes you out of the Tenancy profile, which is not ideal if you just want to view what’s currently setup against the tenancy.
- Also, even if the Recurring Tenancy Invoice is not yet outstanding, however there is one scheduled and due in the future, it would be great to have that information on the screen.
- Adding columns displaying the…12 votes -
‘Recurring Invoice Summary’ on Accounting page
Can we please have the link to the ‘Recurring Invoice Summary’ report on the Accounting page > under Invoicing, instead of having it on the Trust & Reports page > under Transactions.
This would be consistent with where all other Invoice related reports are. For example: Create + Find Creditor Invoice, Create & Find Tenancy Invoice
However, to Create + Find Recurring Invoices (Creditor / Tenancy), we currently have to navigate to two different landing pages.
7 votes -
Property Manager Display on Search
When searching a property address - it would be great if it displayed the Property Manager rather than having to select the property
4 votes -
2 votes
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add a field for rent review figure and a merge field for it
We would love to have a rent review field and a mergefor it, so when we use our email /letter templates the figure will merge - would streamline the whole rent review/lease expiry process for our team
15 votes
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