1130 results found
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More Merge Fields for Commercial Rent Reviews
Merge field for rent reviews – can we have the “Next Rent Review date” field that would pull from Lease, Rent & Outgoings as an option for a merge field? At present we can only use the “Rent Effective date” which is not always accurate if we have backdated CPI for example.
7 votes -
Outgoings Reconciliation- Invoices automatically added to Owners portal
All invoices paid or added to property tree or Invoice Automate automatically added to the owners portal under their own section so that you can give the owners auditor access to their portal to access all the invoices for reconciliation without having to request the information from the agents.
7 votes -
Workflow Bar Visibility
Have ability to toggle "Workflow Bar" on screen at all times, regardless of if you are completing an action so that you do not need to navigate to and from the page to see Workflow. For example: at the moment, the workflow bar only appears if completing an "action" but there are only 4 actions available (being edit lease & rent, edit vacate, add rent & schedule, and send email) None of these actions relate to setting up a new management, therefore the workflow bar cannot be utilised when it would be great to have it on screen. Particularly for…
7 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes -
Add Multiple BPAY references for one creditor
It would be good if Property Tree will hold multiple BPAY references for each property for the same creditor. Example when Strata Levies are received separately for a car space to the actual unit they generally have different BPAY references so invoice genius does not pick up when its different.
7 votes -
Routine inspection fees separate from ingoing inspection fees
Currently if you have a routine inspection fee in place but don't charge for ingoing or outgoing inspections you manually have to delete the fee it would be nice if you could match the fee to the individual inspection rather than it be applied to all routine, ingoings and outgoings.
7 votes -
Automatically SAVE in MRI Inspect (like in PT)
In Property Tree, every data entry is automatically saved.
But in MRI Inspect everything must be individually saved, before switching to the next tab or page etc.Can you please adjust MRI Inspect to be consistent with the automated saving behaviour of Property Tree?
7 votes -
Lease & Rent Tab-Bond & Deposits Section
Under Tenant/Lease & Rent Tab/Bond & Deposits section, we would appreciate being able to change the REQUIRED amount to be the same as the HELD BY AUTHORITY amount where there has been a rent decrease and partial bond refund back to the tenant paid by the Rental Bond Authority. At the moment all we can do is add the amount of the DIRECT REFUND and make notes in the DESCRIPTION but are unable to change the REQUIRED amount. In QLD where legislation now requires us to refund a partial bond amount if the bond held is more than 4 x…
7 votes -
Ingoing inspections prior to adding tenancy
We would love to be able to schedule an ingoing condition inspection without a tenancy profile. We often have staff completing inspections before we have leased a property, particularly with our current turnover rates here in Vic. It would be advantageous to have a manual add from the property profile.
7 votes -
Priority Tab for Notes
We think a HIGH PRIORITY tab would be good where we could store notes that need to be easily accessible i.e. New Appliance installations with warranty dates, Insurance Claims in progress; Emergency Details; things that you don't want to have to go looking for through pages of Notes but need quick access to.
7 votes -
In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens,.
In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens.
7 votes -
Be able to edit tenancy invoices without they system cancelling original and creating a new one
It is annoying that when you edit a tenancy invoice for whatever reason that the system cancels the original and creates a new invoice. You should just be able to edit it and I don't understand why you can't.
7 votes -
Auto sms when sending emails
An automated sms will send every time you sent an email to owner, tenant, creditor. (Advising we have sent you an email.)
7 votes -
Ingoing Inspection Creation
In order to create an ingoing inspection for a new tenant in PropertyTree, the tenant has to be first converted. To convert a tenant, information from a signed lease needs to be entered. In NSW, it is a legal requirement for an ingoing inspection to be completed and given to the tenant BEFORE a lease is signed.
There should be an option to create an ingoing inspection on a prospect, and enter the information to appear on the ingoing there, rather than having to convert the prospect and therefore charge the owner a letting fee, before a lease has been…
7 votes -
tenancy effective paid to date on ownership ledger
tenancy effective paid to date on ownership ledger - for many reasons, its important that an owner can see this on their ownership statement. currently you can only retrieve this information from owners remittance or tenant ledger. just more work exporting and trying to explain it.
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 -
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
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