1212 results found
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Allow Automated communications trigger off vacate date & add merge fields
Add Automated Communications Trigger for X Days to Vacate Date.
The current system allows you to send automated communications X days from the lease end date. However if a vacate date is entered for the tenant this blocks the communications from going out. We would like to send reminders to tenants that their lease end date is x days away as well as advise them of the rent owed to vacate. As such, we request to have the option to send automated communications based on vacate date or for the vacate date to not prevent communications triggered by the lease…108 votes -
Customise User Access to a specific Trust Account
Ability to customise User Access to a specific Trust Account within the same PT database.
For example, there is more than 1 trust account configured (e.g. multiple Rental Trusts, or separate Rental and Sales), however, users should only have access to the data of one/some Trusts within PT, but not all.15 votes -
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
11 votes -
Increase Sales Commission Percentage Field to 3 Decimal Places
We have many instances where the sales commission is for example 2.75% + GST = 3.025%. Property Tree cannot handle this and can only record 3.02% or 3.03%, both of which are incorrect. It should be a simple fix to increase the field to 3 decimal places
5 votes -
Multilingual Communication
Provide options for multilingual communication to both landlord and tenant.
Through email, SMS and statements & ledgers etc.8 votes -
Send a tenant invoice individually without the statement of other outstanding invoices
When entering a tenant invoice, send this invoice individually without the statement of other outstanding invoices at the end. This allows for that invoice to be resent as required and makes it clear for the tenant.
Then have the statement of outstanding invoices separate, so a statement can be sent at any time.
18 votes -
Provide a function to allow ownership payments to be requested on a specific date of the month
I'd like to see a specific function which expands the current tags function that allows for ownership payments to be date specific on a monthly basis. For example a landlord requests that their rent be released to them on the 20th of the month to coincide with a mortgagee repayment. This function would be particularly helpful to ownerships with multiple properties rather than paying rents each time a tenant makes payment. The function should only allow for the release of funds on that date as a failsafe when paying other ownerships also.
4 votes -
Part-Payments for invoices & creditor invoices
Current process (below) is quite manual. Hoping for a build that you can part pay on invoice payment screen, this would minimize a lot of workflow process time, in turn business time/hours. Even a way to part pay accounts such as being able to click pay invoice and whatever is available will go towards the invoice.
- Find the invoice in the property file.
- Edit the invoice with how much is available to pay.
- Pay the invoice.
- Then re enter the invoice for the remaining amount.
24 votes -
Tenancy Ledger Display
I would love to see any changes to a tenancy rent schedule be stamped on the tenancy ledger (regardless of whether or not it effects the tenancy paid to date). It would also be great if all vacate dates also appeared.
22 votes -
Notes pinned to Tenancy receipt have an alert noise
When notes are pinned to Tenancy receipt is it possible to have an alert noise of some sort. Many times the blue line with the note is missed and payments are allocated incorrectly. This also applies to Ownership - Creditor Invoice. It needs to have the ability to be turned on or off as some may not like it making noise all the time.
10 votes -
Invitations to Portal (Owners)
Instead of the standard 'Find Out More' link that takes everyone (PM's Tenants and Owners) to the same webpage of Property Tree, create bespoke Property Tree Landing pages that detail features and benefits to Tenants/ Owners etc. The current page it takes users to is a sales page for Property Tree and so more suitable to prospective agencies and PM's.
Or, simply remove this link in the invitation emails as the email text itself tells owners the benefits of the system for them.4 votes -
Monthly bond report
To be able to generate a report of all bonds held by both PT and held by the bond authority. We need this to be able to easily cross reference with the Bond Authority report for audit purposes. This needs to be in PDF (for auditors) & excel (for reconciling) with totals at the end of the report. At the moment, we export to excel and add totals but this is not always sufficient for auditors to check the PT report against the bond authority report.
The monthly report that is in Rest is great and perhaps could be used…22 votes -
Agency report by portfolio
Have a report that breaks down agency statement by portfolio
4 votes -
Reference Numbers for Authorised Creditors
We need to be able to add more than one reference number for authorised creditors. Some properties have two strata levy notices (ie if a carspace or garage is on a separate lot) So that we can bulk pay those invoices we need to be able to save more than one reference number for an authorised creditor
12 votes -
Task Tile on Dashboard
Task assignment with due date. Can be attached to either property, tenant or owner. To be added to Dashboard, so PM will see what is due that day as soon as they logged in. Also has audit trail and can be assigned to another staff member, as required.
17 votes -
audit check on saving documents
Have an audit report for checking documents uploaded and saved in Property Tree to help confirm that online documents have been saved in the documents management section; I have been told I have to go to each property to check if the documents have been saved; a report will be more time efficient.
7 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
38 votes -
Work Orders need a company email address not propertytree@propertytree.com. It needs to be the property manager email or office email
Work Orders need a company email address not propertytree@propertytree.com. It needs to be the property manager email or office email please
26 votes -
Bulk mail merge, option to not send to duplicate emails for different owner profiles
to be able to sort the list of who is being sent emails, to be able to then remove owners that have duplicates as they have individual profiles for multiple properties
Even better to have it that property tree recognises that an email address is in the list multiple times and only send it once
3 votes -
Have arrears reminder sent to "accounts" contact instead of "tenant"
Being able to have the ability to send all invoices and reminders to the "accounts" contact and not the "tenant" contact. When the contact type "tenant" has unticked to auto send invoices, they do not get the invoices emailed to them. The contact that is ticked "Send auto invoice" gets the invoices but this contact does not get the reminders because their contact type is not "tenant" the "tenant" contact gets the reminder even though they didnt get the invoice.
24 votes
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