1057 results found
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changing of Bank Rec date
due to the date being Auto Entered as the current date, i have mistakenly Reconciled my bank as per todays date, not as the bank statement. being able to change the date in addition to the amount would be a saving grace. Especially for auditing purposes.
9 votes -
2FA code
when logging in to PT on mobile and you get your one time code and click 'add from messages' the entire number is populated into the first box - it would be good if this was changed to populate into the boxes correctly.
10 votes -
Easier transparency on who applies payment withhold
Understand this can be seen if you go into the information audit.
It would be great if there were a better way to display this in future - on the profile. like how a note shows when it was put there.4 votes -
EagleCRM
Hi, just wondering if we could bing the integration with EagleCRM, we've been heavily working on this CRM and PropertyTree, and we wish that we could get this two working seamlessly with Database exchange. many thanks
2 votes -
Would appreciate being able to limit users ability to change bank account details across the Agency, Creditors and Bond Authorities
Restrict users changing bank account details
14 votes -
Creditor invoicing - allow for multiple charges in one invoice
create another line in the creditor invoicing so we can enter both the service & usage charge in one entry as well as being able to invoice the tenant portion
10 votes -
Owner Portal - Display Order of Multiple Properties
Right now, for ownerships who have multiple properties linked to their portal account, the order of properties is sorted by Property ID from lowest to highest. It would be great to have this order sorted by address line. For example, if you had an owner with 10 units in a block, by order of 1 to 10.
20 votes -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
6 votes -
Compliance dates to trigger job drafts from Property Tree to Bricks+Agent
We currently utilise Bricks+Agent for maintenance which is integrated with Property Tree.
We would love to have the following two features:
The compliance dates in Property Tree to create draft jobs (work orders), which would then generate work orders in Bricks+Agent.
When these recurring jobs are completed in Bricks+Agent, the compliance dates in Property Tree would then auto-update (e.g. +12 months, +24 months, etc.)
10 votes -
GST Inclusive or Exclusive footer on all reports
Hello, it would be immensely helpful if you put a footnote on EVERY report that says whether that report is inclusive or exclusive of GST.
It's of the upmost importance to know this because if a user tells our finance dept there is $x of revenue they're often including GST by mistake without knowing it and overstating revenue. The ramifications extend beyond this one example.
6 votes -
Read receipts for portal messages
In portal messages i think a good idea would be to have read receipts for the businesses side so we can see if other collegues have already viewed the message so we dont double cross on messages that have already been seen too
8 votes -
Complete quote requests, not cancel them.
Currently when a quote request is sent, the quote comes back, you attach it to the request. If it is decided not to go ahead with that quote, you press the "complete Job" button on the quote request, but it does not complete it, it cancels it and automatically sends the cancellation to the contractor. Then I get phone calls from the contractors saying they have already been to the job and quoted. Its very frustrating. We just need to be able to complete it off from the maintenance list without cancelling or emailing the contractors.
24 votes -
Quick Disbursement
There should be a way to pay someone from owner funds as a quick disbursement without having to create them as a creditor, create an invoice and then pay 1 invoice only to have to archive them as a creditor?
14 votes -
Add management fee to the Gained and Lost report
It would be helpful to be able to see what management fee your gained and lost properties have
9 votes -
Insurance Tab
If we had an Insurance Tab similar to the compliance tab we would be able to do a health check on our portfolios to ensure and encourage all rental providers have their landlord insurance policies in place. this would help identify rental providers with no insurance and mitigate risk to office and rental providers. From a business perspective this would ensure the health of our rent roll and provide value and service to our rental providers
8 votes -
Add option to add recycled water reading/dual water readings
We have a fair few homes that have a standard water meter reading and also a recycled water meter reading that is charged as water consumption. It would be great to have a space to put dual water readings in the water usage section.
3 votes -
Advertising Fee event trigger
As you did for the renewal fee to automatically charge when lease renewal dates are changed (as an event) could the same principles be applied for Advertising Fees one a prospect tenant has been converted to a current tenant
2 votes -
Work Order Auto Reminder to Trade
Trades to receive automatic reminders following up outstanding work orders in the system. It would be great if this was setup and sent to the trade first thing in the morning on a weekly basis until work has been completed and job has been closed off.
227 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
21 votes -
Have a periodic lease button to remove from expired lease page
Once a lease has expired and rolled into a periodic lease we don't want the tenant to appear on the expired leases. We want to mark the tenancy lease as periodic and keep the lease end date entered as a record that there was a fixed term lease previously.
147 votes
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