989 results found
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Ability to edit invoice template
We would like to be able to edit the Commercial invoice format template.
We would like to be able to insert unique bank account details for certain invoices and not for others since our bank has given a unique EFT account number for each client. Commercial clients usually scan the invoices and we are unable to have a unique bank account on each invoice now.
8 votes -
Document Upload - Time & User Stamp
Functionality that documents that are uploaded have time and user stamp of the upload.
62 votes -
Inspection Change Audit
Information trail on who updates inspection times and reminders.
Example - agent moves all to an incorrect date and communications go out - we have no trail on who did this - unless user voluntarily admits to action.15 votes -
Pop Up for Dashboard
Can you please create a function whereby we can add a random note to pin to the top of our dashboard in a red banner, like 'Close Period' reminder you give us. It would be invaluable for daily use. Thanks.
2 votes -
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
21 votes -
Commercial Invoices - Management Fees
We need to be able to charge management fees on commercial tenant invoices, example pro rata rent increase invoices - like we could in REST - currently very manual & time consuming
32 votes -
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
6 votes -
Sort ‘No Payment Info’ on Ownership Payment screen
On the Pay Ownership screen:
It would be great to have the ability to sort the column of ‘PAY AMOUNT’ in order, so all the owner's with missing payment details (displayed as ‘No Payment Info’) are grouped together for easy identification.
Currently, they are not always listed/sorted in order.
It's not very user friendly having to export the grid as a CSV, set filters to sort and identify any missing payment info.12 votes -
Allow cancelling a creditor invoice that was created via Maintenance API
Creditor invoices that have been created via Maintenance Partner sometimes need to be cancelled for various reasons but cannot be cancelled within Property Tree. Some reasons why they need to be cancelled:
- user error
- incorrect duplicate maintenance jobs created which then have duplicate invoices
- manually created creditor invoice and paid and now can't cancel the API created invoice
- Creditor invoice paid outside of Property Tree
10 votes -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
19 votes -
Option to edit PDF work orders.
Create an option to edit the PDF work orders within configuaration settings. Currently you can edit the email template for creditors, however there is no option to edit the PDF version that is attached to the email.
Currently we have a discrepency between work order email and work order PDF, PDF does not state billing details and we have had problems with invoices being addressed incorrectly due to this as some contractors go off of the PDF instead of email.
49 votes -
Ability to override GST amount on commercial rent/outgoings
Should be able to over ride GST as always seems to be .01 cent out on leases (new or when CPI) etc
5 votes -
Search by building name
Should a Strata/Building Manager not include the Strata Plan number, it would be great to be able to search by the building name as this is usually in their signature.
3 votes -
Bond held report that can be filtered by portfolio
To be able to produce a bond held report that can be filtered by portfolio
17 votes -
Ability to record property size information
Would be helpful if we could store information regarding sqm size and features of property for when rent reviews are being completed. Rest had a tab where you could display the sqm of the property and the current rate per sqm
7 votes -
SMS and email sent on same trigger day
When setting up auto-communications, can an email and SMS be triggered to go on the same trigger day? Currently they can't be triggered to be sent on the same day which is useful for arrears and scheduling inspections
3 votes -
Different colour bars when receipt rent and invoices
When receipting and there are a number of different items showing on the allocate funds to section - it would be nice if these where broken down in to colour bars, eg green for rent and bonds, pink for invoices etc...
As it stands now with the very light grey and white, it's open for error to allocating to the wrong item.5 votes -
Inspection Summary Report changes
Hi User Voice Supporters - We're after some feedback relating to pending updates for the Inspection Summary. Please see below and add any feedback into the comments.
Filters would include
Inspection Type, Status, Date, Property Type, and Assigned to; the Suburb filter would become 'Property' allowing for wider filtering capabilities - search for suburb or address.Available columns in the Inspection Summary list (that you can choose to include or hide as you like)
Type
Status
Date
Time
Days since last inspection (New)
Property
Key
Tenancy
Primary Contact (New)
Primary mobile
Move out date
Lease end date
Assigned to
Property…8 votes -
Display Property Manager next to Property in Strata Plan
When you open up the strata plan info in PT, it should have the who the Property Manager next to the list of properties we manage in that strata plan.
2 votes -
Ability to record on ledger if a tenant is removed from the lease
It would be great to have the ability to record when a tenant has been removed from a tenancy without having to create a whole new tenant card or simply delete the outgoings tenants details.
Deleting the tenants details and changing the profile name just erases the tenant and makes it hard to provide a reference for them in future.
Creating a new tenancy card means having to download and re-upload all files from the old card to the new and prevents the display of their previous history when generating a ledger.
Perhaps a procedure on the context menu of…
23 votes
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