1203 results found
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Not displaying contract/conjuction agent splits on vendor statements (privacy issue)
Not displaying contract/conjuction agent splits on vendor statements (privacy issue and not really appropriate). The ledger shows the breakdown for auditing but the sales statement to the purchaser shouldn't show the agent splits when paying as a creditor. The funds currently come out of the trust account on settlement but the split could be done in the agency funds account so they still come from trust funds (not general account) and not visible on the vendor's statement.
1 vote -
Ability to move a note from property to tenant or landlord, etc.
Ability to move a note over to the tenant shell, landlord shell or property shell if put on the wrong shell within a tenancy/property.
1 vote -
Note for water charging connected to the tenancy that pops up when you are putting in the invoice on invoice automate
That way then for the tenants that can only be charges above a certain amount of usage you have a way of being reminded.
1 vote -
Lease Renewal Overdue field in Agora Insights
Lease Renewal Overdue field in Custom Dashboards in Agora Insights. We have rent review overdue but lease renewals and rent reviews don't always go hand in hand
1 vote -
Interactive lease and rent review tab
Instead of having a "view report" or a workflow for lease renewals where you can't add comments you then have to create a task - if there was a lease or a rent review tap - and the properties that are due for the month come up (preferably in sooner to later expiry - currently in any order - then you can tick when you have asked the renter their intention - update in real time and you can see it on the screen - again with the rental provider - the current rent - the rent to be increased…
1 vote -
Collect data of person that didn't received mail merge
When sending a mail merge, sometimes it goes wrong with the tags or filters.
And it causes some of the recipients not to receive the mail (not in the delivered list and not in the failed list).We should know how many people are in error and resend to them.
As of now, Property Tree can't collect the data.
Please add this as a feature.1 vote -
Workflow automation on multiple workflow templates
Currently you can only add a workflow automation to one workflow template.
If we have varied "New Tenancy" workflows as they require different tasks for different property programs, you can only add the automation to one workflow.
It would be beneficial to be able to add automation to multiple workflow templates and link them to portfolios/properties.
1 vote -
separate bank accounts available for landlords who own several properties,
Have ability to separeate payments to different bank accounts for landlords who wn several properties, as bank accounts can vary between mortagegs and offsets, save landlords juggling their money. I did see having bank accounts against property, not ownerships, and I agree.
1 vote -
1 vote
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remove ticked checkbox to charge a fee when doing a tenant credit within the receipting page
Within tenancy receipting you can now create a credit. When you create a credit from this screen the tickbox charge a fee is automatically ticked.
This needs to not be ticked like it is when creating a tenancy credit through the tenancy funds option.
If it is not ticked it then WONT charge a management fee (which is what we want on a credit)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 anyone who is not a contact can email the PT Comms Inbox e.g. if the landlord engages a valuer who emails us.
PropertyMe and Ailo have this.
We are losing emails and people getting angry because they are sending them through but no one is receiving them as it does nothing. There is no email advising that the email is Undeliverable. Nothing so it just gets lost.
1 vote -
Feature Request: Support for Tenants Without a Surname
Tenants Without a Surname
Some people have only one name (a single name) because of cultural, historical, or legal naming traditions. In these cases, the individual’s single name is their complete legal name and is correctly reflected on official identification documents such as passports and driver's licences.
The system currently requires the Family Name field to be completed before a tenancy record can be created. This creates an issue for tenants who do not have a surname, as their official identification documents do not include a family name due to their cultural naming conventions.
It would be beneficial for the…
1 vote -
Feature Request: One-Click Copy Button for Tenant Details (Name, Phone, Email)
I would like to submit a feature request/product improvement regarding lease renewals.
Currently, when processing a high volume of lease renewals, I frequently need to copy tenant details (specifically their Name, Phone Number, and Email). Having to navigate between different tabs or sections to gather these details creates unnecessary steps in our daily workflow.
To streamline this process, I would like to suggest two potential solutions:
Integrated View: Display basic tenant contact information (Name, Phone, Email) on the same page as the lease and rent details.
One-Click Copy Button: Add a quick-copy button next to the tenant profile section (top-left)…
1 vote -
communication
under owner and tenant provide - communication tab to also show Opened column without clicking into the communication.
1 vote -
Rent increase notification to agent only , similar to lease renewal notifications
Rent increase notification to agent only , similar to lease renewal notifications
1 vote -
I would like Property Tree to alert the Property Manager when a tenant hits 14 days arrears
I would like Property Tree to alert the Property Manager when a tenant reaches 14 days in arrears. Therefore without having to manually check arrears?
1 vote -
When inviting tenants to tenant portal, it would be good if that list only showed the contacts marked as tenant or landlord
so that the emergency contacts & accountants, etc. do not accidentally get sent a invite request
1 vote -
DO NOT REPLY EMAILS
its is ridiculous that my contractors, owners and tenants are all under impression they can email property tree and than tell me i have not replayed. at least at to the email you sending a DO NOT REPLY instead of property tree. or everyone will be forced to find a better system with so much choice these days and everyone else deal with communication much better that this property tree system.
1 vote -
GST on Creditor Statements
On creditor statements, the GST amount paid to the creditor should show.
1 vote -
invoice genius
We would love the ability to view invoices that have been entered but are still awaiting PM approval.
Our current workflow is that our accounts manager enters all invoices before sending them to the relevant PM for approval. While the system displays the total number of invoices pending approval, there is currently no way for the accounts manager to view the actual invoices that are awaiting approval. This makes it difficult to follow up on outstanding approvals if the relevant PM is not in the office, answer supplier queries regarding payment status, or check if an overdue invoice has been…1 vote
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