1085 results found
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Ability to define arrears by periodic or effective for commercial properties
There currently isn't an ability to define arrears by periodic or effective for commercial tenancies. Only for residential.
6 votes -
Pinned Note (for Receipting) on Auto Bank Reconciliation Receipt
When receipting via Auto Bank Reconciliation Receipt would it be possible for pinned notes to receipt screen to appear here too?
6 votes -
Editing Invoice Data After Processing
Please allow agencies to edit information on invoices after they have been processed such as the description and the account as this would be helpful if changes need to e made in the future for accounting processes.
6 votes -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
6 votes -
Invoice Genius: Keeping creditor name for multiple invoices from the same creditor
Once you've entered an invoice and approved it, keeping the last creditors name in the creditor field so when entered water rates, council rates, OC fees, etc. you don't have to keep entering the creditors name. If the creditor changes, then you can just enter the new creditor.
6 votes -
Smoke Alarm Compliance
Need another section in the 'TYPE" dropdown field to say Both. We have some properties that have both Hardwired and Battery Smoke Alarms. At this point you can only pick on or the other. We have to use 'unknown' which is not correct and then makes our staff have to search for the last service report to check what is at the property.
6 votes -
Dashboard shortcuts to specific pages
It would be great to have customisable shortcuts on the dashboard that allow a user to set their own 'favourites' eg. Create a receipt. Helps reduce clicks to get to functions that are used regularly.
6 votes -
Cancelled creditor payments - statements still sent to creditor
Creditors are sent the statement when the invoice is paid, not when the ABA file is created. If you cancel a creditor payment before creating the ABA file, the creditor is not notified the payment has been cancelled. Is it possible to send the creditor an automated 'cancelled' statement if a payment is cancelled.
6 votes -
Compliance API/Partner improvement
The ability to click through from the compliance tab and redirected to the relevant partner platform.
6 votes -
The ability to email creditors using mail merge templates for updates on maintenance
The ability to email creditors using mail merge templates for updates on maintenance
6 votes -
Alerts on files
Property ME has the option to have an alert on the renter, property and owner screen right in front of you, rather then searching for pinned notes/alerts.
6 votes -
Set up automated communication for agent
Currently we can set up to automatically a tenant or owner that the lease is due for renewal at x days. We would like an option that we can set up automatic emails to the agent at x days so they can be triggered to individualize the communication to the owner.
6 votes -
add reference to creditor remittance
Creditor Remittances - would be good to be able to add a deposit reference (eg account number) to show on the receivers bank statement. Even though the remittance is emailed some large companies (eg credit check companies who receive 100's of deposits daily) receipt the funds incorrectly based on the company name on the bank statement being similar to another agency. They also say the emailed remittance is not received, could be in junk, maybe blocked by email hoster, but either way our funds are not being allocated correctly and it's time consuming to get this corrected.
6 votes -
Sales Agency Disbursement/Statement
Hi as a Sales Administrator, since the law changed in the industry, although I can disburse funds, the principal/licensee, has to do all the bank authorisations.. The agency statements, i.e. 7/16_18 Carnation Avenue, Casula, when i print the statement, i physically write in the property address it refers to... Is it possible that Property Tree can have the property address inserted/printed on the statement? This would be alot more efficient that writing for management/principals etc, what property it refers to. Sales Administrators can no longer authorise through the bank, level 1 and principals only can do so? This will make…
6 votes -
Lease start date on receipting screen
Show the Original Lease Start Date on the Receipting Screen so you can decide whether to enter the amount as a Holding Deposit and enter the date into Hold until for reporting and allocating funds
6 votes -
Updating merge fields for email.
Updated merge fields for mail merges. In particular; utilising the Moving Out date in Vacating Information to be used to inform tenants and owners about vacating procedures.
6 votes -
Salutation merge field displays full name
Need to have the firstname seperated so that mail merge and communication has this entered correctly instead so that letters are addressed correctly.
6 votes -
Ability to filter by tags and portfolio on the Contacts Summary
It would be great to filter the Contacts Summary by Portfolio & Tag.
6 votes -
Account codes for Invoicing
As a relative newbie to Property Tree, I discovered too late that income and expense codes are included in the drop down menu when invoicing tenants. This in turn has meant I already have errors in this financial year that the system will not allow me to correct. It would be at the very least preferable if the system would show the account number along with the description when invoicing - then at least you could ensure you are not making errors with selecting the correct account code.
6 votes -
Document Type user security access
The file document system in Property tree does not provide enough protection in regards to specific access to certain documents such as Tenancy applications and Management agreements with attached ID that are stored in the document system. Legislation requires our office to collect ID such us drivers' licence, passports etc these are then stored in Documents for everyone who has access to view PT currently there is no way to restrict access to these documents types by user. I believe this should be addressed as a matter of urgency the fines for not protecting this kind of information are huge.
6 votes
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