1011 results found
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In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
16 votes -
Add email address to quote requests
Can we please have a field to add the property managers/user email to a quote request? Without it, a creditor only has the propertytree@propertytree email address and doesn't know who to send the quote to within the agency.
16 votes -
Compliancy tile on dashboard
Adding a compliancy tile to the agency dashboard so you can see an overview of what properties are coming up due to be completed/what are overdue (like you do with rent renewals/lease renewals)
16 votes -
Add property manager to profile before saving
When adding new property, please have a tab to select business role/property manager rather than having to select it after you have saved the property and tenancy. As this then makes it go to unassigned automatically and creates a lot of difficulty.
16 votes -
Information Audit Filters and Refinement
It would be extremely beneficial to be able to filter not only by date range and accounting period but also by Ownership ID, Property ID and Tenancy ID. This would help in understanding key data changes but to also then aid training should a process not be being followed correctly.
16 votes -
Reimbursing/Compensating Tenants
Rather than entering a tenant as a creditor to refund/reimburse/compensate them, it would be good to have an area in their existing profile to just enter EFT details and then an "action" under the 3 dots on their profile to disburse them funds from the owner. The current process does not reflect on the tenants ledger that the reimbursement took place at all, and by adding new creditors, we then have to go in and archive them all...
If entering a Tenant Credit for rent to compensate the tenant, it doesn't reflect against the owner as an expense/debit, and the…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 -
The ability to edit maintenance job emails before sending
The ability to edit work order emails at the preview stage.
16 votes -
Allow emails from gmail to be drag and dropped into documents
Allow emails from gmail to be drag and dropped into documents
16 votes -
Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
16 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
16 votes -
Compliance Register - Non-Compliant Properties & Compliance Dates
Issue 1 - (Compliance – Current) - This does not accurately reflect if a property is compliant or not.
Non-Compliant properties that have current compliance dates (This marks Compliance as Current in PT), however the actual reports are Non-Compliant due to Electrical/Gas/Smoke Alarm issues to be rectified.
• For the property to show as Non-Compliant in PT – I must add in the Notes section: NON-COMPLIANT to help identify the Non-Compliant properties.
• Could a Non-Compliant Tick Box be added to the Compliance Register and the Property Section to assist with clearly identifying the Non-Compliant Properties or Category even when…
15 votes -
Clarification Regarding Lease Renewal Option Dates
It would be great if there was an option to record both the first and the last day for a commercial/retail tenant to exercise their option to renew their Lease. This would allow us to identify tenancies with upcoming option periods and enable us to proactively engage with tenants before the options lapse. I understand there currently is an a option date available under Lease, Rent &Outgoings Tab, however no one can really explain which date to enter (different answers - Lease expiry date, first date to exercise option and last date to exercise option).
15 votes -
Agency fee part payments
Would love to see an option to prevent part payment of agency fees & instead hold funds until sufficient to pay the fee in full.
Would stop owners questioning multiple payments toward letting fees etc.15 votes -
Cannot easliy identify tenancies that have NO BOND entered when auditing all bonds in Commercial
You can search bond by type, however the filter is not functional when auditing to identify any missing bonds from your whole portfolio. For example, I have 4 bond types. Bank Guarantee, Owner Held, Term Deposit & Retail Bond Board. The filter does not allow me to search from all bond types if any of the tenancies are missing a recorded bond. I need to go through every tenancy to identify any that have no bond entered.
15 votes -
create tenancy schedule to include all properties owned by same landlord
Ability to create a Tenancy Schedule for multiple properties/tenancies owned by the same Landlord
15 votes -
15 votes
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Quicker way to see arrears and paid dates on ownership card
A quicker way to view tenant arrears and paid to dates of an owner that has multiple tenants. If something could be updated to view this straight from the ownership card. E.g. an owner has phoned and asked where all of their tenants are paid to or who is in arrears, it's not just right there for easy viewing
15 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
15 votes -
BCC over Communication Platform
Add BCC to the communication platform so the "To" recipient will not review the others whereas necessary for internal reference and communication
15 votes
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