44 results found
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Reference for Sales Bank Transfer
Reference allocation for ABA uploads and Bank Transferrs
There needs to be a way to be able to put reference numbers/names into ABA file bank transfers. I have done several transfers to Solicitors/ NSW Trustee etc and the money has been unable to be identified. I understand that you can do a transfer straight from the bank, if this is the solution, why use property tree at all. We strongly rely on references, including to vendors.When we used REST, we were able to do this. Simply being able to add a reference and the information comes across from the…
65 votes -
Additional Sales Merge Fields
There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice
31 votes -
Automated Communications for Sales Statement
There is currently no Automated Communication template for the Sales Statement
27 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
21 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
20 votes -
Communication Tab on Sales Profile
It would be great to have a Communication Tab on the sales profiles like the property management profiles. At the moment we can only see communications through the communication history
18 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
17 votes -
Improve Sale Statement Tax Invoice
Sale Statement Tax Invoice - very simply please add in a total owed figure.
The current statement shows money in and expenses incurred but not the final figure owed by the Seller. Or also in the instance the Agency needs to return unused funds. Also why can't we include our trust account details on the statement ?16 votes -
An option on Rental properties to generate a Sale.
Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.
14 votes -
Update Property Types
With Property Types it would be great to have this list updated to include Villa please
14 votes -
Add a Sales bank a/c to automated outstanding advertising invoice
Be able to edit the communication of outstanding invoice to vendor with pre populated Sales Trust Bank account details.
13 votes -
Sale template fields
We need more template options in sales, we need sale commission, marketing etc., this will be a lot easier for generation account sales to solicitors
12 votes -
Stage of Sale
As in REST would like to see the stage of the sale e.g. listed, marketing, under offer, deposit taken and exchanged.
11 votes -
Sale anniversary
It would be great to have an option to add sale anniversary dates, so we can send communication out to owners with the potential of another sale down the track.
11 votes -
Sales Contracts
Option to enter Date of Sale, Unconditional Date
9 votes -
sale statement - vendor name
The Sale statement should show all vendor names in the top section where name and address is listed - currently it only brings the primary contact through
9 votes -
I would like to be able to create a list of all sales in a date range and listed in chronological order.
I would like to be able to create a list of all sales in a date range and listed in chronological order. Currently if I try to create such a list, the only was is with a sales ledger which lists the details in order of the vendor's first name.
9 votes -
Property reference on ABA for commission payments
There needs to be a property reference on ABA's for commission payments so we know what property we are receiving commission for.
Absolutely crazy that this is not already done.8 votes -
solicitors/conveyances details
Add the ability to merge email addresses & contact number fields for solicitors/conveyances when designing a template, (IE for sales advice emails/letters)
8 votes -
Ability to preview the Sales Statement and add other email addresses (not just agency)
Ability to preview the Sales Statement without sending them to the Company Email. Currently, the only option is to send the Sales Statement to the Agent, which uses the Company Email. However, that causes an issue if the Salesperson doesn’t have access to the Company Email. If we can preview it before sending it, it allows us to double check the information.
8 votes
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