1036 results found
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Document Upload - Time & User Stamp
Functionality that documents that are uploaded have time and user stamp of the upload.
66 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 -
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
22 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
35 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.
20 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.
5 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
9 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 -
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…
26 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 -
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.
5 votes -
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.
18 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 -
Invoice genius a link to view work order
It would be great to have in Invoice genius a link to view job work order. This would allow you to check that quoted amounts match the invoice or if you have multiple jobs, to select the correct job rather than having to go out and open via maintenance.
9 votes -
Ability to Delete a Note
It would be good to have the ability to delete a note on an owner or tenancy file. Currently if I accidentally create a note to the wrong file I can't delete it, only edit it to say note created in error
26 votes
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