1119 results found
-
Company requesting Purchase Order be added to Commercial Tax Invoices
We have had a request from a Company to add Purchase Order Numbers to Tax Invoices. Can this please be added somewhere other than having to do Invoices Manually. Thank you
5 votes -
Management Agency Agreement - available in Ownership Tab
It is often difficult to find all MAA's for an owner. It would be good to be able to easily see these all in one place. Perhaps under the Ownership tab? If the view could be similar to compliance, that would be so much easier to find current and past MAA's.
These are key legal documents that should be quick and easy to find. Thank you.
12 votes -
Lease document available on Lease & Rent Tab
It would be great to be able to access the lease document easily without hunting through documents. Including any old leases. Similar to the Compliance tab would be great.
17 votes -
View current Lease / Management Agreement
Instead of having to filter through the documents tab to find the most current lease / MA, the current lease and MA should be able to be viewed by clicking on a document icon within the profile box (like that of the email icon)
3 votes -
Send log for maintenance
Please create a log with dates, times and recipients for maintenance jobs.
At the moment the only info that is provided is the date the job was created. Nothing to show if/when it was sent and if you resend the job as a reminder and confirmation it was received. We also do not get notified if the email fails to send to the intended recipient.
Thanks for your consideration and any upvotes received! - Jamie
136 votes -
Option to edit routine inspection emails before sending to owners
Would be good to have the option to edit the template email before sending the routine inspection report to the owner.
13 votes -
follow up inspection option
It would be great to have another inspection type 'follow-up inspection' we can use for return inspections. The reason being, it would then be able to be scheduled without taking the next scheduled routine out of the system which unfortunately can result in an error putting it back in after the follow-up is complete. The follow up should be it's own separate type and schedule. That way it can be scheduled after a routine without affecting the next routine.
32 votes -
Creditor payments per property in property
In Rest you were able to go straight to the property and bring up all transactions / creditor payment made for that property instead of viewing through owner ledger and searching.
6 votes -
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.
12 votes -
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
23 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
36 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.
7 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
11 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
6 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
11 votes
- Don't see your idea?