51 results found
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Preferred name merge field
Would like to have Preferred Name as a Recipient Merge Field for Email and Word Merge Documents
26 votes -
Background Colour options
Hi! I am suffering migraine due to white background. Can you please give me some option to change my background into dark? That would be great!
23 votes -
Property Tree Authentication Rules should be up to Agency
Level of authentication when updating different things in PT, should be configured by agency rather than a one rule for all accounts.
Currently PM's have to authenticate when adding a new Owner to PT, some agencies do not want this & would like to have option to switch it on, or off23 votes -
Duplicate Invoice to show date last inputted
When a duplicate invoice is detected it should include the date it was last put into the system and/or paid, as service charges and levies are commonly the same amount, in intervals throughout the year. This stops us having to check it isn't currently in the system for payment.
20 votes -
Key number when searching for a property
When searching for a property rather than the property ID number appearing next to the address can this be changed to show the property key number? I rarely need the property ID but need key numbers multiple times a day, this change would save having to click into the property to get the key number. Thanks
18 votes -
Option for dark background
Dark background option, for users to be able to choose which one best suits them. For the users who suffer from migraines and the white background is too harsh to look at.
18 votes -
Bulk Tag Update
Currently when selecting profiles for bulk tags, you require to enter the profile ID number in the setup step. If you leave the field blank in this step, this will show all profiles relevant to previous filtering in the complete bulk update step. There is no way to remove the profiles from the complete bulk update screen. It would be great if there was a red x next to a profile where you can opt to remove it from the list. This would make bulk tagging so much easier without having to export a report to work out what reference…
16 votes -
Chat Box
Allow the chat window to be moved into different locations on your screen, in particular if using a laptop it covers the configuration box.
14 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
13 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.12 votes -
Enable the ability to disable access to the Agency Statements using user defined security roles
Currently, you can only disable the ability to view statements in general, not specifically disable user access to the Agency Statement. Like you can with the Agency Ledger. We need a separate user permission to separate the Agency Statement access.
12 votes -
Date Driven Fees
Can you please add DATE Driven Fees to Property Tree, so a specific date/frequency can be selected instead of an Event.
• Mainly for Owner and Property Fees (mostly Flat Fees)
• Examples: Admin/Statement (monthly), Lease Renewal (charging on a specific date when then new lease kicks in, not when the lease date gets updated, which is often weeks/months prior the new lease)
• Difference it will make: more flexibility (less manual bulk charges, not all events are suitable in PT, can create Mid-Month statement without fee, charge monthly fee in current not next month/period)11 votes -
Default Tenancy Expense Account Group & Code
Can you please add a default Tenancy Expense Account Group & Code to the Configuration > Accounts (like other Account Groups/Codes are setup), so Users don’t have to create it, however can customize if necessary.
Unless the Tenancy Expense Account is used or displayed on any reports, the name for the Account Group & Code can be very generic.11 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 -
Maintenance - Add Creditor Details and Phone number to workorder
It would be helpful if the creditor details, name and TELEPHONE number are included on the workorder so when you cc the tenants they have the ability to follow up the creditor and ensure the job is booked in. Only currently able to add name of creditor
8 votes -
Property Manager Version of PropertyTree weekly agency overview
A weekly generated email to the Property Managers, similar to that of the PT weekly agency overview would be great.
Provide a view to each property manager and their portfolio on a Monday morning would be extremely beneficial in setting their week up for success.
8 votes -
User Activity Summary Report
Summaries a user's daily activity not just login date and time.
It would be very useful for the administrators to monitor the user activity in Property Tree and assess the user's work efficiency using Property Tree and identify areas that users do not use often and need training on.
8 votes -
Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
8 votes -
archiving users - keep closed inspections against old user
Ability to archive a user and not have to reallocate inspections to a different user even though inspection status is closed
8 votes -
Have a portfolio check of all tasks for the day/week.
Being able to have a portfolio check of all tasks for the day/week. A checklist that can be used/printed off that shows the daily arrears, vacates, expired leased etc.
7 votes
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