1176 results found
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Creditor payments per property in property
In Rest you were able to go straight to the property and bring up all transactions / creditor payment made for that property instead of viewing through owner ledger and searching.
6 votes -
Ability to override GST amount on commercial rent/outgoings
Should be able to over ride GST as always seems to be .01 cent out on leases (new or when CPI) etc
6 votes -
Search by building name
Should a Strata/Building Manager not include the Strata Plan number, it would be great to be able to search by the building name as this is usually in their signature.
6 votes -
I & E Statements - change Property Expense
Would be good to have a drop down box so that if you find a property expense has been put to the incorrect expense, it can be changed easily.
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 -
Inspection Summary Report--Column option to show Maintenance Request count
On the Inspection Summary report, add additional column options to show active Maintenance/Quote Requests.
This would be useful for the Inspection Manager to know at time of inspection.
6 votes -
Show Held Funds balance on receipts
Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.
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 -
Break down of options for charging inspection fee in automation
We would like to see automation for ingoing report fee, inspection fee and outgoing report fee
6 votes -
Compliance API/Partner improvement
The ability to click through from the compliance tab and redirected to the relevant partner platform.
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 -
Pre-tick "owners" only when sending routine reports to owners
Pre- tick sending inspection reports to "owner" type only in inspection emails to ownership entity. It currently pre-ticks to send to all ownership entities eg. Emergency contacts.
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 -
Trust & Reports - Ownership Funds - Outstanding Invoices
This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees6 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 -
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
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