1057 results found
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Username to be recorded with actions
Property Tree could incorporate a user action logging system where every action taken by a user, such as inputting an invoice or canceling an invoice, is recorded with their username.
7 votes -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
7 votes -
Additional tab in ownership profile or ability to flag important documents/notes so they always appear at the top of the list
i would like to enquire on how we can add an extra tab in the Ownership profile, purely for proof of ownership, managing authorities, photo id, landlord instructions. As we constantly need to track through 5 - 10 pages in the documents tab just to look for these?
in all - im requesting an additional tab next to communication or documents .. (under ownership tab) as these 4 we need the most when relisting a property.7 votes -
Inspection type to show option of Tenant Assisted Inspection
When creating a new Inspection for a tenant it would be great to be able to have Tenant Assisted Inspection as an option - currently it is only Routine, Ingoing and Outgoing. When looking at a tenant profile and an inspection is in the confirmed stage we can not tell if it is a Tenant Assisted Routine or an Agent Routine which is booked.
7 votes -
Ability to re-print bank reconciliation reports from previous dates
Ability to re-print bank reconciliation reports from previous dates within the same period
7 votes -
Adding a follow up date back to the notes section.
Since the tasks upgrade has happened we are finding we are having to double handle a lot of things. especially maintenance, to be able to follow up
when entering maintenance we used to just put a note in with a follow up date, now we have to create a maintenance request, a task and a note which is creating a lot more work and becomes confusing when having to redirect to different pages to update dates and notes.7 votes -
List the tenants ORIGINAL lease start date when adding a tenancy invoice when creating a creditor invoice - helpful for water usage
List the tenants ORIGINAL lease start date when adding a tenancy invoice when creating a creditor invoice - helpful for water usage
7 votes -
All Close Period Reports ticked by Default
Have all report boxes ticked by default on the Close Period screen.
This should apply to all New and also all Existing Property Tree accounts, regardless of what selection was made in the previous accounting month.
This will not only save time having to manually tick each box for new Users or if someone deselected any by mistake, however, it’s also better for all agencies to have all reports generated and not needing them, instead of the other way around.7 votes -
‘Recurring Invoice Summary’ on Accounting page
Can we please have the link to the ‘Recurring Invoice Summary’ report on the Accounting page > under Invoicing, instead of having it on the Trust & Reports page > under Transactions.
This would be consistent with where all other Invoice related reports are. For example: Create + Find Creditor Invoice, Create & Find Tenancy Invoice
However, to Create + Find Recurring Invoices (Creditor / Tenancy), we currently have to navigate to two different landing pages.
7 votes -
ability to add columns to certain reports/lists in Business Insights
Ability to customise reports by adding particular reports for instance with the rent review reports when selecting a list of the properties that have never had a rent increase we can't see an original lease date field or lease end field that we can then sort and filter down to the relevant properties.
The filters on some reports aren't working in particular the original lease start date filter and the column doesnt show on the report.
7 votes -
Ability to split unknown funds across multiples tenancies/properties
We receive bulk funds from places like NSW Land & Housing and then have to cancel the unknown funds receipt to then re-receipt it to multiple tenancies rather then being able to allocate to multiple tenancies.
7 votes -
Inspection Manager
Would be good to have all the properties synced into Inspection Manager rather than just the ones with upcoming inspections. We have to enter them into inspections summary as ingoing/outgoing and then sync to IM but once we close it it charges a routine inspection
7 votes -
Add Commercial Arrears Filter to Mail Merge
you can merge for residential arrears but not commeercial arrears.
7 votes -
add maintenance from inspections
Attach Maintenance Box to Inspection Reports so it can be entered at the same time
7 votes -
Placing invoices on hold
Putting invoices on hold - there should be and a way to hold an invoice and to pay in certain ways
- Hold to pay when funds available
- Pay on DD/MM/YYYY
- Hold till processed to pay
Additional option to hold funds or not
This holds the specific invoice and a reports can be done for all invoices on hold, or by section/staff member
7 votes -
Termination Dates on Dashboard
It would be great to have termination dates appear with the vacate information on the dashboard
7 votes -
Filtering of Scheduled Rent Change Notifications
With the new Scheduled Rent Change automated notifications it would be great if we are able to turn these notifications off for certain tenants.
As we have a large amount of tenants utilising Centrepay the $$ amount listed under their rent schedule in their tenancy profile differs to what is described on their lease. We need to account for the $0.99 charged by Centrelink and should the tenants get the automated communications /reminders for their upcoming rent schedule change this could cause a great deal of confusion for the tenants. As with arrears notifications we would like the ability to…7 votes -
Creating a tenancy credit - show this on ledger rather than cancel and reissue new invoice
Details in ledger to show credit details against an invoice rather than just showing reversal of original invoice and then same details with a lower amount owing on invoice. e.g. Original painter's invoice - less credit given by owner for compensation
7 votes -
Reporting Sales Agent Commissions
As discussed with Dave Hannon:
Sales agent commission reporting in the User Interface by adding 'Comm % ex. GST' as a sales filtering column, to reference the % field against each listing.
Reporting sales performance & commissions as a percentage excl. GST is a standard measure for all agencies and should be part of the standard reporting fields.
7 votes -
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
7 votes
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