1130 results found
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Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
4 votes -
4 votes
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Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
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 -
Owner profile show property under management
When receipting owner funds would be good to have the Owner profile to also reflect property they own, not THEIR postal address.
When have the same owner entered more than once cannot tell which is which without knowing their profile ID
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 -
A recycling bin if you accidently delete something important
A recycling bin if you accidently delete something important
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 -
Two deposits received on the same property
We have this morning received two (2) separate holding deposits from buyers for the same property. As far as I can tell, two active buyers cannot be added to the same property, and I have needed to rescind one of the buyers after creating a receipt for them in order to add new buyers and create the second receipt. Hopefully I will be able to reinstate the first buyers if they do eventually become the buyers to enter into a contract!...
4 votes -
Strata Plan report with linked properties
To be able to run a strata plan report to show the linked properties.
At the moment you have to look at each individual strata plan to find the properties.
REST had such great reporting and it is the biggest let down of Property Tree.
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 -
Adding merge field to include both landlord names in PT template
When sending out a email to a landlord with merge fields, it would be good to have a field which picks up both landlord first names not only the primary landlord.
4 votes -
GST status of owner available on Creditor Invoice screen
It would be really helpful and benefit efficiency by being able to view the owner/landlord GST status on the Create Creditor Invoice screen when selecting tenancy invoice.
4 votes -
Ability to search a tenant invoice number for a tenant fee.
We need the ability to search a tenant invoice number for a tenant fee. We can only search the tenant fee status or name. Tenant invoices for tenant fees don't appear within the find tenancy invoice search option.
4 votes -
Sales Marketing & Charges
An issue with entering Marketing & Sundries fees is there is no capability of entering further information pertaining to the individual charge .... ie, date expense incurred. This would be useful if you for example have multiple newpaper adverts over a period of so many months. The Sellers want to know exactly when these charges occured, not when the charge was disbursed in Property Tree.
4 votes
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