1057 results found
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CREDITOR INFORMATION ADDED TO MAIL MERGE FIELDS
Can Creditor information please be added to the mail merge fields? We need to contact Creditors, and currently I can only have their name OR their Company name. We obviously need both and I can only personalise it by name or Company - so I have to choose whether to acknowledge them or put their business on any correspondence. This means I have to do these emails separately and modify each one.
This would also be very helpful to create templates to follow up work orders, etc.
5 votes -
Auto email to renter for work order
When a work work order is sent, it would be nice if the system automatically emailed the renter something like, 'TradeName' has been sent a 'work order / Quote request' for 'Subject line of maintenance'. Please expect contact shortly.
223 votes -
Add a Dedicated Car Park Field in the Property Tab
Particularly for apartments in the CBD where the car park numbers often differ from the unit numbers(e.g. #217, on level B3 ). We add the information in the note for our reference. If the information could be found out at one glance in the property tab, that would be helpful for PM, and it won't be easily missed. Thank you.
8 votes -
Invoice Genius: Expand vertically Wider in creditor's description
Please make the key-in space vertically wider in the creditor's description. Normally the description is very detailed with long sentences, we can only move the mouse to see the whole context .
The shape of space for tenant's description below is good and big enough. Looking forward to the improvement. Thank you.4 votes -
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
38 votes -
Mail Merge Fields (Commerical)
Additional merge fields for email templates specific to Commercial Property Management (i.e. Lease (Further) Terms, Rent Review Date & method i.e. Market Review/CPI etc)
9 votes -
Creditor statement as PDF attachment
I am an electrical contractor. Some of our customers use PropertyTree, some use other programs.
With Property Tree the creditor statements come through as a link to the PDF in the email body rather than a PDF attached to the email like other programs like Property Me do.
Because Property Tree creditor remittance emails do not have an attached PDF we have to manually download the PDF and then on-send into our accounting software. With other propgrams we can auto-forward without the need to do it manually.
Can you please provide your customers with an option to send the creditor…6 votes -
Change title and make Print Send Statements recurring
I have just started using the Print/Send Statement for some of our larger companies to invoice for private rentals. Can we change the title on the statement to Tenancy Statement/Invoice, and can we make them recurring?
2 votes -
Option to CC/ BCC Property Manager in Auto Communications sent
It would be great to have the option to either CC or BCC the staff member in any Auto Communications sent out, or even create an auto generated email summary of all communications sent off for the day.
59 votes -
Ability to upload multiple photos / documents to the scheduled compliance entry
currently have to upload one at a time, can be time consuming when multiple photos or documents are required. It can be done when linking an invoice so would think this feature is an easy one to add
1 vote -
rent roll import tenant rent schedule
When purchasing a rent roll and importing an excisting tenancy we need at least the last rent increase to come across in the rent schedule but the entire rent schedule would be more accurate and helpful
2 votes -
Pop up on rent increase if dated within 12 months of last increase
With the new legislation coming into effect, is it possible to have an alert when entering a new rent schedule that the last rent change was within the last 12 months? The user then has the option to continue with the new rent schedule or cancel. thanks
27 votes -
A recycling bin if you accidently delete something important
A recycling bin if you accidently delete something important
3 votes -
Fee report with who processed the charge
create a report which shows who charged a manual fee for property/owner/tenant
3 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
34 votes -
tenants on rent schedule & Rent Increases
When tenants pay rent via a rent schedule a report is necessary to keep track of the rent increases for each month.
Rent schedule tenants need to be coming up on direct debit batch so we can be prompted to change amounts when due1 vote -
Time based fee triggers
Please add time based fee triggers for property transactions. Eg we require admin fees to be entered under the property for some of our managements and only for the common property for unit blocks owned by one ownership. Would be great if we can have this set up to trigger on a certain day of each month prior to end of month being run so they will appear on these owner statements.
26 votes -
Bond increases for commercial properties
The new bond increase is great, but it needs to be available for commercial properties and be able to genrate an invoice with rent increase and bond increase.
8 votes -
Property Tree workorders to be able to accept photos in HEIC format. As newer iPhones have this photo format
Recently I discovered that my recent model iPhone is saving photos in a HEIC format and P/T workorders only appears to accept JPEG and perhaps PNG. Going forward I suspect I could change my iphone to save future images in JPEG format. However this seems like a backward step
3 votes -
NEW COMMERCIAL TENANCY STATEMENT - Add due to date filter
With the new Commercial Tenancy Statement, is there any way to filter by a due date for outstanding invoices (outside of rent cycle). Currently, all invoices entered are showing under outstanding, regardless of if they are overdue. This could be an issue as some invoices are entered in well in advance.
8 votes
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