1008 results found
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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.
48 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
16 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 -
I&E Reports - Property per page
Would be nice to have a page per property for I&E Reports for ownership profiles with multiple properties.
1 vote -
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.4 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…6 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 -
Ability to define arrears by periodic or effective for commercial properties
There currently isn't an ability to define arrears by periodic or effective for commercial tenancies. Only for residential.
6 votes -
Ability to Bulk Clear Notes & Alert Reminders
Rather than clearing note & alert notifications one by one, an ability to clear them in bulk on PT would be amazing
2 votes -
I & E Statements - change Property Expense
Would be good to have a drop down box so that if you find a property expense has been put to the incorrect expense, it can be changed easily.
4 votes -
Weekly agency report
Since changing to bricks and agent the property tree weekly agency overview does not pull through "open" jobs where the external jobs sit.
Would be good if this section pulled through and also arrears be customisable to effective and it is currently showing period which is not taking into account all of the tenants that have paid additional rent to change their effective date.1 vote -
In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
16 votes -
Having a status on the tenant and landlord end that's says the email has been read
Having a status on the tenant and landlord end that's says that the tenant or landlord has opened the email, it now only shows that it gets delivered.
7 votes -
Creditor Invoice - Character Limit for descriptions
Would be great to not have a character limit when generating a creditor invoice
This will help with not having to adjust the contractors description at all.
10 votes
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