61 results found
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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!
51 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 off26 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.
21 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.
21 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
20 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.
17 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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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…
17 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 -
Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
15 votes -
Tags on Fee Editor
Would be great to be able to add 'Tag' option to Fee editor, so that when adding or updating Fee/s you can select and bulk update by the relevant Tag.
This would be especially helpful when importing a Rent Roll (were fees are not imported as part of the import process) so you can manually update Fees by selecting the new rent roll Tag and selecting to update all Properties that use this Tag.
15 votesWe're pleased to advised that this suggestion is currently in Development. We'll let you know once it has been released.
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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)13 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 -
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 -
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.
10 votes -
Move support chat button to right side
move chat button from the bottom left side to the right side as it is very disturbing where it is currently and can not access the configuration icon
9 votes -
Granular restrictions on user security configuration
The ability to restrict users from being able to edit ownership details without prohibiting them from being able to upload documents against owner profiles. The two security measures are currently linked under the one option in the security configuration.
In addition being able to restrict access from users being able to delete documents without prohibiting them from being able to upload documents.
Overall an overhaul of the security provisions is required to be able to allow better supervision over changes in Property Tree.
8 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
8 votes
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