1085 results found
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‘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 -
Contact Name Display on Caller ID for Property Tree Contacts App
Presently the Caller ID on the contacts app displays the Contacts First Name and the Initial of the Surname. It would be more useful if the caller ID could display the Contacts Full Surname .
23 votes -
Increase invoice field description to be longer than string with a maximum length of 255.
Increase invoice field description to be longer than string with a maximum length of 255. Alternatively add a message with clear instructions automatically limiting their character limit.
5 votes -
Bulk Upload of BPayments with Suncorp Bank
Suncorp doesnt currently have a bulk BPayment facility with PT and since they have advised they will no longer be issuing Cheques as from Next year this is something that needs to be integrated ASAP as I don't want to be manually doing bulk BPayments
3 votes -
move the bond & deposits field
move the bond & deposits field closer to lease and rent or make it part of this field so that it is completed and updated when prospects are converted or easily completed when rent increases are done.
5 votes -
work order dates
When work orders are downloaded there is no date on them. recipients are complaining that there is no date for the creation on the work order. When you download the existing work order it makes the creation date the day you download it not the actual date you create the work order.
The date would and could be relevant for any tribunal issues for repairs and maintenance at tribunal.3 votes -
automatically feed if owner is registered for GST when invoicing tenant
Have a feed or synch when entering a creditor invoice as you are invoicing the tenant it feeds if they pay gst and GST needs to be added on top of rate instalment (that does not include gst but we need to charge if LL is registered) we are having to manually check each time very time consuming
12 votes -
Owner preference - Income & Expenditure Statements
Regarding the Income and Expenditure Statement, the owner listed the items required by the ATO. They would prefer to not have the statement show information that would come from another party (ie bank/broker).
Example - Total capital allowances & Total legal fees
They suggest that PT produce subheadings that align with the ATO fields and group the expenses into the subheadings. For example;
Total Repairs
- Air Conditioning
- Fire Protection
- General Repairs and MaintenanceTotal Agent Fees
- Income and Expenditure Fee
- Residential Management Fee
- Administration FeeTotal Body Corporate Fees
- Strata - Admin /…11 votes -
3 strikes for tenant breaches
On the tenant card have 3 boxes that you can mark with an "X" for referencing the number of breaches, rent arrears, communication issues, accessing the premises, behaviour or other issues that you've had with that tenant. Once you click on the box it will enter an "X" and ask for the reason you are putting a mark next to their name.
6 votes -
Bulk email owners based on compliance status
ability to bulk email owner's based on compliance status i.e. email all owners who manage their own smoke alarms and that are past due.
24 votes -
Ability to add owner's compliance status to monthly ownership statement email
Ability to add the status of the owner's compliance on their ownership statement, so they are aware if their landlord insurance, smoke alarms compliance is up to date for each property.
33 votes -
Add notes to owner statements
Surprised this isn't idea considering it could be in REST. Would love to be able to add notes onto the owners monthly statements.
Thank you!45 votes -
Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.
Ledger for Commercial Properties showing receipts only, not invoices & receipts.
10 votes -
ability to add columns to certain reports/lists in Business Insights
Ability to customise reports by adding particular reports for instance with the rent review reports when selecting a list of the properties that have never had a rent increase we can't see an original lease date field or lease end field that we can then sort and filter down to the relevant properties.
The filters on some reports aren't working in particular the original lease start date filter and the column doesnt show on the report.
7 votes -
Rent Increases & Payment Cycles
Previously in REST when entering a rent increase that didn't line up with the tenant's existing payment cycle there would be an option to raise an invoice for the difference in the rent increase for the period between the rent increase effective date and the tenant's next payment cycle. This would mean the tenant's payment cycle isn't impacted and the owner doesn't have to wait till the next payment cycle for the increase to come into effect.
So some tenants paying monthly it could mean the owner is having to wait an additional 30 days if the rent increase is…
12 votes -
Pets displayed
On the tenant card, it would be great if there was a pet icon if pets were approved as a quick reference
303 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 -
Calculate Rent to the Day
It would be much easier for tenants to understand their receipts and ledgers if rent was calculated to the day.
It would reduce large part payments and the confusion that most tenants have regarding this especially when looking at their receipts.
11 votes -
Management fee to start 4 months time
Currently if we offer 2 months free management fees to clients, there are no way in Property Tree such that the management fees will be charged after 2 months time.
For now, we have to remember to do this in 2 months time.
Maybe Management Fee option can be enhanced such that the trigger can happen after a certain date.
5 votes -
Ability to split unknown funds across multiples tenancies/properties
We receive bulk funds from places like NSW Land & Housing and then have to cancel the unknown funds receipt to then re-receipt it to multiple tenancies rather then being able to allocate to multiple tenancies.
7 votes
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