1085 results found
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applying a credit and showing on the owners ledger
When applying a credit to a tenant, either for rent or against an invoice.
If they have paid for something on behalf of the LL, which the landlord could claim, it would be great if this could reflect on both the owners statements and also on the tenants to reflect why the credit was applied.3 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…
3 votes -
Search Box in Document Management
Could you please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles? It would really help in quickly locating specific files.
3 votes -
lease break label
When a tenancy is vacating and you select 'lease break', a label shows up at the top of the tenancy profile, which is good; however, once the move out date has been reached, the label changes to 'vacated'. Is there anyway 'lease break' can remain there as well?
3 votes -
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?
3 votes -
Change of Ownership
Firstly, a new owner shouldn't not receive any payments until the settlement date has been reached. Any funds should be automatically held until the actual settlement date has surpassed. We have had an instance, where an owner received rental payments well before the property had actually settled, the settlement date subsequently changed and made it very hard to change the change of ownership date, not to mention that the owner didn't legally own the property at the time of getting the funds. Secondly, there should be a function allowing you to edit the change of ownership date.
3 votes -
3 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.
3 votes -
Bank Reconciliation, you should be able to delete the last reconciliation
The last reconciliation should be able to be deleted or edited so any error such as the date can be corrected, not for any reconciliatons prior to this.
3 votes -
Daily Tenant Download Report - Automatically Sent to Management Staff
Daily Tenant Download Report - Automatically Sent to Management Staff.
I have a staff member conducting our daily bank reconciliation and doing the tenant download report. It would be great if there was a feature to send the tenant download report automatically to our management staff.3 votes -
Email Thread - not able to reply to emails
To be able to reply to an email through PT and have that email thread, not have to start a new email altogether.
3 votes -
rent reviews - PM column
In Tenancy Rent reviews - add a Column of "property manager" as an option. At the moment to view a whole agency and understand which PM is behind, and who is under control you need to select each PM one by one. For large agencies, it takes a while.
3 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.3 votes -
A reference number on eft payments
A reference field on EFT payments would be appreciated as for instance Sydney Water require us to put our Company as reference when paying water bills however, no option on your system to do so.
3 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.
3 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
3 votes -
Tasks automatically added when adding a buyer
Is it possible to have when adding a buyer to a sale that a set of tasks automatically gets added to the property in the same way as when you add a new sale property marketing fees are automatically added
3 votes -
Owners Statement
An owner has requested that his statement has the EFT details of payment removed for fraud purposes.
Currently the account number is partially blanked out where you can only see the last digits.
We would like the option of a statement where this is removed completely for those owners who have security concerns.
3 votes -
Suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing
I’d like to suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing tags.
I believe this would greatly improve usability and should be relatively straightforward for your team to implement.
3 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
3 votes
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