850 results found
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Date of Funds Received not correctly reflected in receipts recreated from allocation from Unknown Funds
Date of funds received currently defaulted to the system date for receipts generated under allocation from Unknown Funds . The field should be left open for input for the actual date that the funds was received.
1 vote -
Property type for granny flat
In the property profile, can we have the option of the property type to be a granny flat?
1 vote -
can we add property tag as a filter for Gained & Lost Managements reports
When generate Gained & Lost Management reports in PTree, can we add a filter by property tag
1 vote -
Allow for room changes with existing tenants
We manage boarding houses/student accomodation and often tenants change rooms when they extending etc. Would love to see a feature to allow room changes for existing tenants.
1 vote -
Admin fee as part of owner contribution
When landlords are required to make an owner contributions towards invoices, could the $3.30 admin fee be included in the property fees total so that it's not forgotten?
1 vote -
Residential Rent Credits need to go into Communications
We need to be able to tick a box to email residential renters when they get a rent credit eg sales inspection fee and for this to show in the communications tab.
Because residential rent is not invoiced the Email Invoice box with renter email address's pre-ticked does nothing when you click Create Credit, you have to send them an ad-hoc email which is time consuming.1 vote -
Automatic release of held funds, once hold amount has been achieved.
Set up an automatic release of extra funds once the held amount has been achieved, rather than having to manually check to see if held amount has been reached & then removing the hold.
1 vote -
Add property manager field to 'Create creditor invoice'
It would be so helpful when "creating creditor invoice" to see the property manager whom manages the property - giving a clear indicator if the property is commercial or residential. this would really make the data entry process quicker and reduce mistakes
1 vote -
Pay creditor invoice from tenancy - link to tenant or property card (3 dots)
With this new feature, Can we make this available and actionable from within the Tenant or property card via the 3 dots drop down (not just accounting screen)
1 vote -
Payment Run when wanting to hold tenant part payments back
Currently when a tenant overpays/part payment, we manually have to remove money and owners from pay run and disbursements, which is time consuming
It would be great if there was an option that if an owner is paid 10th of each month, it only shows amount to disperse on 10th (not any additional funds, if overpaid)
1 vote -
Additional fee triggers for automation
Please add additional trigger options for inspection fees!
Currently we either have to manually charge fees for each entry and exit inspection, or have the fee trigger set as 'inspection closed', which means every time we do a routine inspection and close it off it triggers 3 fees, the routine inspection fee, an entry inspection fee and a final inspection fee, which we then have to manually delete the two we don't need.... so either way, we're manually processing things!
Please consider adding extra triggers for the entry and final reports so that all fees can automate appropriately?
1 vote -
Rent roll date range
There isn't any function of Date Range for manage rent roll. We require this so that we can close the books of accounts with the accurate figures.
1 vote -
Holiday Accommodation Revenue Forecasting - to be able to report on future tenant invoice fees
Holiday Accommodation Revenue Forecasting - to be able to report on future tenant invoice fees to predict future profit.
1 vote -
On screen transaction receipting - add in details available within csv report
On screen transaction receipting is missing several columns available within the csv report including the transaction date (some banking platforms downloads have different dates for living weekend transactions) and the reason for the rejection.
1 vote -
notification rent has been paid
It would be great if you could set up an alert that pops up as a notification for an allocated user when a specific tenant pays their rent (it would be better if you could chose on an individual basis which user receives the notification). It would only be on properties that you manually choose the notification to appear (not every tenant/property).
We have quite a few tenants that have outstanding items that can only be completed when they pay their rent, so currently we have to open every tenant card manually every day to check after the bank rec…
1 vote -
Creating a tenancy credit - show this on ledger rather than cancel and reissue new invoice
Details in ledger to show credit details against an invoice rather than just showing reversal of original invoice and then same details with a lower amount owing on invoice. e.g. Original painter's invoice - less credit given by owner for compensation
1 vote -
The ability to cancel individual creditor invoices after payment processed
You actually need to be able to cancel individual EFT payments to a creditor. Example. I have just processed creditor payments. One creditor had 5 individual invoices from 5 different owners. I have noticed an error on one of the payments But because property tree groups them all into one payment to the creditor I can't cancel just the one with the error . I need cancell all 5 and totaly stuff up the other 4 owner statements. How do you explain to an owner that your statement looks weird because there was an error on joe blogs statement so…
1 vote -
Ability to edit the payment method on on screen receipting - can only use direct deposit
When using a third-party tenant download which is receipted as with the payment method Payment Provider, there is no option when using the tenant download on screen receipting to change the payment method. These transactions have to be ignored and manually receipted.
1 vote -
Re withdrawn tenancies & letting fees
The auto prompt to delete the owner letting fee (which is raised when you create that tenancy) with respect to a withdrawn tenancy, should come up whether you are deleting OR archiving the tenant profile
1 vote -
Google Docs Mail Merge Letter
To be able to do merge letters in google docs as currently only set up for Microsoft. Not sure about others though we are moving completely over to goggle so will not have access to any Microsoft
1 vote
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