60 results found
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Pop up warnings for profiles
Adding the ability to create a pop up notification when you open a ownership, property or tenancy profile. Making it easier for users rather than having to search through notes for important info such as preferred tradesman and other important info that normally gets missed.
248 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!
63 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 off28 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.
28 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
26 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
25 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.
23 votes -
Configuration icon position
When on a laptop or small screen - can't access or click on the icon for configuration. No scroll function to bring it onto screen.
20 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
19 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…
19 votes -
Swimming pool icon
Would be great if you could add a swimming pool icon next to bed / bath / car on the property tab. Would help running reports on property features etc
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.
16 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 -
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.
13 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.
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 -
Change to rent allocation rules
If rent does not match do not allocate payments to invoices but instead put overpayment into Held Funds.
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 -
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.
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
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