876 results found
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Saving drafts in communications
When half way through an email in Communications, being able to go out of the communications and the email saving as a draft rather than losing it all together
1 vote -
changing task category in bulk
Would love the ability to change the task category in bulk...........
1 vote -
Log Out configuration.
Automatically being logged out, spend all day logging in. Security is one thing this is overkill, we are working on several tasks at any given moment, go into the bank to make payments, go back to PT and logged out again. With several people in an office experiencing this constantly total waste of work hours.
1 vote -
Change merge fields for Integrations
When integrating from PT to REI Forms the merge fields are for the owner contact instead of the legal name (if its a business it does not show) and, if there are multiple owners it only adds one name to the document.
The merge field need to be changed to legal name not contacts.
1 vote -
1 vote
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Drag Box in work orders
Having a drag box in the work order will allow photo's of jobs to be attached, making it easier for the tradies.
1 vote -
make the ledgers downloadable for editing.
If we could download ledger information into a spreadsheet through CSV option we could manipulate the data to meet tenant or owner needs such as govt departments etc.
1 vote -
1 vote
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Additional Commercial arrears merge fields
We need additional merge fields for Commercial Arrears Auto Messages. Currently they only show the arrears of the last invoice, we need a total arrears merge field to be able to add to the body of the email text. It's confusing when the body of the text only shows the May rent invoice is overdue but the invoice that is attached via the link shows that April/May are both overdue.
1 vote -
Rent Review Date Agency Configuration & Automation
Allow the agency to set the frequency of the next rent review date to allow this to populate automatically based on a new tenancy end date. For example, we set ours to 120 days prior to the tenancy end date. Our team has to manually enter this when setting up a new tenancy, this should be able to be configured based on the agency's preference like inspections.
1 vote -
Inbox - allow inbound emails from other email addresses not linked to a profile
Allowing external parties who are not on your contact list to email your propertytree inbox. This allows for Councils etc to email your mailbox with rates notices. PropertyMe allows this and its hard to live without
1 vote -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
1 vote -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
1 vote -
Adding Lease End Date Weekday Field to Mail Merge Fields
In QLD we now need to send a Notice to Leave with every lease renewal in order to prevent the tenancy from rolling over onto periodic. If there was a field in the mail merge print templates that had the Lease End Date - Weekday, which filled out a field with the day of the week that the lease is due to end, this would be so helpful. It would mean that QLD users could automatically send mail merges with a fully populated Notice to Leave attached. This would save heaps of time as we have to do them all…
1 vote -
Breach and Terminations notices showing on Rental Ledgers
Breach and Terminations notices would be useful to be shown on Rental Ledgers.
Tribunal reports are not shared with PMs on references, Rental ledgers need to be the main source of arrears and breach notices information.
This would give clear insight to Property Managers when looking at an applicants history, and on a business internal view, a snapshot of the tenants history of breaches and termination notices.
1 vote -
Export vacated tenancy report
We are required to run vacated tenancy reports monthly, quarterly and required. We also have multiple housing programs and have different reporting needs.
We currently have to keep our vacate files open until the following month before archiving to capture how many vacated in that month.
We lose the benefit of being able to archive immediately because we cannot run historical data once archived.
A feature that could be added to BI??
1 vote -
EOFY Report - Longer than 12 month period
That it has a option for longer then 12 months so that owners that live overseas that need diffrent time periods that are for example as 13 months as the dates are within same month for the country they reside in
1 vote -
Ability to create own commercial rent review types
Please look at putting in the ability to create your own wording for a type of increase. We have a several tenancies which just don't quite fit into the standard "fixed, CPI, market" category.
1 vote -
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
1 vote -
Ingoing Inspection Creation
In order to create an ingoing inspection for a new tenant in PropertyTree, the tenant has to be first converted. To convert a tenant, information from a signed lease needs to be entered. In NSW, it is a legal requirement for an ingoing inspection to be completed and given to the tenant BEFORE a lease is signed.
There should be an option to create an ingoing inspection on a prospect, and enter the information to appear on the ingoing there, rather than having to convert the prospect and therefore charge the owner a letting fee, before a lease has been…
1 vote
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