1057 results found
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Automated Owner Invoice Overdue Notifications
Feature Request: Automated Owner Invoice Overdue Notifications
Property Tree already offers strong automation for arrears, inspections and maintenance, but there’s a gap when it comes to ownership invoices.
I’d like to propose an automated workflow that triggers when an ownership invoice becomes overdue, with the ability to send a branded email reminder to the rental provider. This would be particularly useful for items like landlord insurance renewals, smoke alarm subscriptions, compliance services and other owner-funded invoices that require timely payment to avoid lapses in coverage.
The key elements that would make this feature valuable:
• Event trigger: Invoice becomes overdue…
4 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.
4 votes -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts4 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
4 votes -
'Send for Signing' option for end of month reports.
'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.
4 votes -
Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
4 votes -
Invoice Genius
Include a tick box for invoices entered to be visible to owner automatically without having to go in an manually tick this particularly as owners often want to view these at end of financial year.
4 votes -
Rent review notes
To have a notes option in the columns of rent reviews. We can make a note advising if we have actioned or to see the recommendation at a glance. We can also easily distinguish the ones we have actioned.
This is already a feature on the inspection summary page.4 votes -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????4 votes -
Financials tab - when you go in to the recent transactions area and then open up an invoice, you arwhen you go back it takes you out of the
Financials tab - when you go in to the recent transactions area and then open up an invoice, when you use the back button function you are taken back to the financials page - not the recent transactions page where you were prior. It is most frustrating when you are looking up a number of invoices. Can this be looked in to please.
4 votes -
when you review income and expenditure statement, it would be nice to have an option to email it to yourself like you can withthe mailmerge
When we review income and expenditure statement, it would be nice to have an option to email it to yourself like you can with the mailmerge
4 votes -
Opening communications
When you exit communications if it could stay on that page where you are up to instead of refreshing Home, becoming frustrating when you have to open the communication to check if thats the email you are looking for.
OR better way to search communications.
4 votes -
Cheque allocation keeps jumping and changing
when allocating cheque numbers the system keeps jumping and changing. Very irritating and easy to make mistakes.
4 votes -
Invoice Genius
In Invoice Genius, can you create a tick box to open the new invoice but with the same creditor? EG: Rates notices
4 votes -
Invoice Genius: Expand vertically Wider in creditor's description
Please make the key-in space vertically wider in the creditor's description. Normally the description is very detailed with long sentences, we can only move the mouse to see the whole context .
The shape of space for tenant's description below is good and big enough. Looking forward to the improvement. Thank you.4 votes -
We need to be able to save a copy of the Strata By Law to the strata details under the property
As part of the new legislation we need to be able to retrieve strata By Laws to provide this to the tenant. We should be able to save the document against the strata details under the property.
4 votes -
Have a send an update email option for a change to routine inspection date and/or time
Have a send an update email option for a change to routine inspection date and/or time so tenants have a copy of the new appointment
4 votes -
The Tenant bank account details to be linked for refund
The Tenant bank account details in the contacts should be linked to the tenant refund (including bond refund) automatically.
4 votes -
Match and allocate arrears amount for tenant download
When using the tenant download, can funds be receipted automatically when the amount paid matches the arrears amount? At the moment, it rejects because it may not match the normal monthly rent as it's a part payment, and we have to receipt it manually
4 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.
4 votes
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