1087 results found
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'Send for Signing' option for end of month reports.
'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.
4 votes -
Find tenancy invoice
When running the report in "Find Tenancy Invoice' it has a box you can tick for "Include Archived Tenancies"
There is no filter in the columns section to see a vacate date. You are unable to identify what tenants are current versus archived on the list, they are all in one.
1 vote -
applying a credit and showing on the owners ledger
When applying a credit to a tenant, either for rent or against an invoice.
If they have paid for something on behalf of the LL, which the landlord could claim, it would be great if this could reflect on both the owners statements and also on the tenants to reflect why the credit was applied.3 votes -
Edit list editor
Currently you can add categories to the 'List Editor' section in PT but you cannot disable categories you may not use causing the list to be extremely long when sorting and allocating documents you are saving etc.
It would be good to be able to untick categories we may not want to utilise.
1 vote -
Request to Add Compliance Check Option on Dashboard
Request to Add Compliance Check Option on DashboardHi Team,
I would like to request an addition to the Agency section on the dashboard: an option for Compliance Check Reports. This would allow us to easily track which properties:
Have pending compliance checks
Are due soon
Require follow-up
Implementing this feature will help us manage compliance more efficiently and ensure that no important deadlines are missed.
4 votes -
Allow inspection notification al
Allow the 3 inspection notification's to be sent to tenants in all inspection settings. Currently they stop on proposal, second and third reminder are not sent unless the inspection is manually changed to confirm.
1 vote -
Turn off Sending PDF Copies of Original Invoices to Tenants
With the 'New Release' that occurred in September we have since had several tenants question who they are to be paying funds to when we send them invoices, now that they are always also sent a copy of the original PDF (ie. Water Corporation Invoices).
The ability for individual agencies to turn off/on this "feature" would be imperative to ensure monies are paid to the correct persons where required.1 vote -
BOND TOP UP MAIL MERGE
Add a condition to the merge mail to only send out the message to tenants that actually have an outstanding bond, instead of sending it out with a "$0.00" amount
Add another merge field for the bond top-up, so only the bond amount that is outstanding on today's date will be sent to the tenant, and it doesn't add the bond amount of the next rent increase as well. Need a merge field for "outstanding bond up until today" and one for "outstanding bond in total".
1 vote -
Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
3 votes -
New Tenancy Fees & Prospect Tenants
We have an issue where holding deposits are taken by Direct Debit but we have to convert the tenant from a prospect to load in the direct debit details. This is then charging our new tenancy fees.
We need to be able to convert the tenant but have the trigger for the fee be Original Lease Start Date.
Having to convert a tenant from a prospect to get an ingoing completed and lease generated (without having to duplicate the information) means we are charging an owner fees before the lease commences.
The only work around is to have duplicate fees…
2 votes -
Ability to Link a paid invoice to maintenance job.
Ability to Link a paid invoice to maintenance job. In trying to close off old maintenance jobs, it would be good to be able to link the paid invoice and close the job.
2 votes -
Ownership Funds Report - Include Last Statement Date Column
I'm resubmitting this idea, as I still believe it to be very useful. Per original -Could we have the field/column "Last Statement Date" available when searching Ownership Funds. This would be extremely helpful after processing EOM Ownership Statements, as it would allow us to identify those that did not get paid (via Ownership Statement Group/Tag). We cannot easily identify when EOM Ownerships have not been paid for the month.
Additional use, would show inactive Owners, so that we can review any not paid within a period. Hopefully, more interest this time!2 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
1 vote -
Be able to view multiple phone numbers for contacts
Currently you can only see 1 number beside a contact. If a contact has multiple numbers eg a home & mobile, only 1 is visible at a time. Therefore you have to remember they have 2 and click edit to see the other number. Would be good to be able to view all numbers or at least have a drop down beside the number to prompt that they have multiple numbers
2 votes -
commercial tenant pays outs (not budgeted) plus agents % fee on all monies (rent + outs) receipted each month
I don't use budgeted outgoings. Tenant pays invoices when received every quarter eg council rates, water etc. Our % management fee is chargeable to tenants calculated each month on all monies invoiced for rent Inc. outs therefore our fee varies every month. Currently after many attempts with trainers the only workaround is I have to manually work out every month for every tenant my % management fee due on monies to be invoiced that month then add it to each tenancy's invoice before it is sent out. Very time consuming please help?
1 vote -
Be able to Extend Due Dates On Invoices That Are Part Paid
Enable entered due dates, to be extended, on invoices that are part paid, to avoid arrears notices being issued to tenants. Once a part payment is in the edit section is greyed out - we have been using the stop auto comms from going out section instead but extending due date would be good
1 vote -
Include invoices in EOFY Statements
Similar to how the EOM Statements are done but for EOFY. If we could have the option to include all the invoices from the financial year with their statement, that way landlords can just send one collated document off for their tax.
1 vote -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
6 votes -
Control of when I pay bills. Not the system withholding.
When I do my end of month, the system withhold funds for invoices that I have set to be paid mid-next-month.
I don't want this months rent to pay those invoices.
I want next months rent to pay those invoices, that is why I have put next months date. However the system auto holds it.It would be good to have an override button for this.
1 vote -
Invoice Fee displayed on active Tenancy Invoices. Option to Cancel fee on Invoice
It would be great to display on an active tenancy invoice if any fees are being charged, and the option to cancel / “X” the fee
Similar to the display when the tenancy invocie is being created. Currently, you would have to cancel the invoice to correct it, or charge the manual fee.10 votes
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