1176 results found
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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.
7 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.
7 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.
7 votes -
Adding text to statements
It would be good to be able to add a message on the actual statements instead of just in the email - not all owners receive emails and it means we are having to print an additional letter to communicate the message. i.e Christmas closure period, public holidays coming up, rates will be due in ........ etc.
7 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.
7 votes -
Rent Payments
When Receipting rent it would be good if you could use a short cut to the bottom receipt amount (+) like rest as now we have to add the weekly rent up and receipt the balance to invoice credit due to alot of tenants paying extra for water usage.
PT doesn't let us know if for example: tenant pays fortnightly rent and one is at the old rent and one week at the new.7 votes -
Emailing of tenancy invoices to multiple contacts through invoice genius
Tenant invoices created through invoice genius should be able to be sent to all/multiple tenants not just the primary tenant (as this option is available when entering a single tenant invoice).
7 votes -
Workflow/task bell
when clicking on the bell, the lists show every section of a workflow and it appears you have many more than you do. Can it just show the heading related to the property only and not every individual section.
6 votes -
Tenant held funds if paying past settlement date on a change of Ownership.
Being able to put a potential proposed settlement date in the tenant vacate section for a change of ownership, so that tenancy funds receipted automatically go to held once they pay past the proposed settlement date to ensure that funds for the new Owner aren't paid to the old Owner. Like we are able to do with vacating tenants if they pay past the vacate date where it automatically clicks into held.
6 votes -
credit card debits
The primary method our tenants use to pay rent is via direct debit set up through property tree. At this stage, we are debiting funds directly from their bank accounts; however, we would like to explore the option of also allowing rent payments to be debited from tenants' credit cards.
6 votes -
Show how many Emails/SMS in inbox
Instead of a red dot show the number of emails / sms in the communications tab
6 votes -
The ability to generate separate credits for Commercial Tenants
Can we have the option to create multiple credits against a tenant? Only 1 credit can be created for future invoices at the moment which is tricky when it might apply to several different types of charges - ie Rent, Rates ,Insurance. The ability to recoup this from future ownership funds to refund to the tenant rather than have to process the refund as a creditor payment would also be better.
6 votes -
Can we have the option to turn off auto invoicing for individual commercial tenants
When setting up a new tenant without knowing the exact paid to date, can we be able to TURN OFF the automatic invoicing for rent/outgoings
6 votes -
Creditor statement as PDF attachment
I am an electrical contractor. Some of our customers use PropertyTree, some use other programs.
With Property Tree the creditor statements come through as a link to the PDF in the email body rather than a PDF attached to the email like other programs like Property Me do.
Because Property Tree creditor remittance emails do not have an attached PDF we have to manually download the PDF and then on-send into our accounting software. With other propgrams we can auto-forward without the need to do it manually.
Can you please provide your customers with an option to send the creditor…6 votes -
Total overall arrears to show in mailmerge for commercials
We want to create an email mailmerge for a commercial tenant to show their arrears for rent, budgeted outgoings and any other invoice. We also want to highlight the overall total of their arrears figure. However there is no template field that gives the overall arrears figure.
6 votes -
Trigger for the let fee to be on first rent receipt, not when a tenancy is loaded.
When a new tenancy is loaded and the let fee is triggered, could it be possible to create a trigger option for when the first rent is receipted by the new tenants? Owners have been a little upset sometimes that the let fee is charged prior to them receiving their rental payment...I know we can choose to manually do the let fee, however we would love a trigger option for this if possible.
6 votes -
Missing Invoice Alert
We should received a notification email to list out all of the quarterly invoices that we are missing on for quarterly invoices like Sydney water, strata levies and other quarterly invoices that we should entered. This is very important to alert us as agents that we should be receiving these missing bills on a quarterly basis and to avoid interest charge on the invoices.
6 votes -
Reply to an email and use a template
To be able to click on reply and select a template to use for your reply.
This would save going into the template, copying and then pasting in your reply.
A lot of replies to emails are template replies and having this feature would save time and make emails more professional. Thanks.
6 votes -
Automatic Inspection Configuration - Timing
Allow for the automatic routine inspection scheduling to be without a set time, so it reallocates the next inspection for the same time frame as the last inspection when it is closed rather than looking at the default inspection configuration.
6 votes -
Need to be able to upload larger Ingoing Reports from Proptech to PT Docs
Large files cannot be uploaded such as Ingoing Reports from Proptech.
6 votes
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