1203 results found
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Being able to block out dates for public holiday or leave
When scheduling inspections into the future it would be handy to have the ability to put a note on certain dates to remind you that date should not have inspections added
29 votes -
Rent payments view on ownership portal
Currently, the owners need to download the ledger in order to view the tenants 'effective paid to date'. The ownership portal currently only shows when the tenants next due date is for rent, which is not reflective of when the tenants are actually paid to. It would be great if this could be changed to reflect the effective paid to date as it is a more accurate representation of the rental payments.
29 votes -
Owner statement frequency
We would love the ability to choose the frequency of an owner statement dependent on our owner's requests. Eg. we have owners that only want 1 statement per month, but want a mid-month and end of month payment, so receive 2 statements, and other owners that are happy to receive 2 statements per month. This selection could be saved on the owner profile so when processing the owner payments, it would only need to be run once and Property Tree would know the owner preferences.
28 votes -
Archiving a tenancy when management is lost
When you have a lost management and this is ticked in the property, you should be able to archive the tenancy without putting in a vacate date as technically they have not vacated. This would be useful if the tenancy has a rent credit and the ownership has already received the funds.
28 votes -
Property Tree Authentication Rules should be up to Agency
Level of authentication when updating different things in PT, should be configured by agency rather than a one rule for all accounts.
Currently PM's have to authenticate when adding a new Owner to PT, some agencies do not want this & would like to have option to switch it on, or off28 votes -
Apply a due date to maintenance requests for trades
When issuing a work order for a tradesperson, we should be able to select a due date that they need to have this completed by. If they don't complete it by this due date, we can then filter through overdue work orders and follow up from there.
28 votes -
Option for dark background
Dark background option, for users to be able to choose which one best suits them. For the users who suffer from migraines and the white background is too harsh to look at.
28 votes -
Easily preview Statements to check information before payments
We can view through the eye statements although it is not how they appear when being sent to an owner and too large to be able to check especially on a larger rent roll. Ability to send statements to agency like the Income and Expenditure Reports so we can accurately check statements prior to sending to the owners
28 votes -
Automated Communications for Sales Statement
There is currently no Automated Communication template for the Sales Statement
28 votes -
See tenant paid to dates and arrears while receipting
When you entered a receipt into Rest, you could see where the tenants would now be paid to and also what remaining arrears there were left to pay. In PropertyTree you can't see this unless you open the receipt again after it's confirmed.
28 votes -
Ability to recall mail merge emails
Ability to recall emails sent through property tree
27 votes -
A trust account summary of tenant outstanding invoices & arrears to give at vacate
We need to provide a final trust account summary of what a tenant owes when they vacate.
The account summary must include tenant outstanding invoices, rent arrears, and credits so they are aware of what needs to be paid to finalise their vacate.27 votes -
Clarification Regarding Lease Renewal Option Dates
It would be great if there was an option to record both the first and the last day for a commercial/retail tenant to exercise their option to renew their Lease. This would allow us to identify tenancies with upcoming option periods and enable us to proactively engage with tenants before the options lapse. I understand there currently is an a option date available under Lease, Rent &Outgoings Tab, however no one can really explain which date to enter (different answers - Lease expiry date, first date to exercise option and last date to exercise option).
27 votes -
Pinned Notes Options
We would like the ability to have the ''pinned'' items open by choice so that they appear at the top of the screen, perfect when we have to remember something like ''partner died, don't call him they broke up"
27 votes -
Lease only option when don't manage it for commercial
Suggest a lease only option when don't manage it for commercial properties but need to receive first months rent to cover lease fee - and system to be correct as not vacating the property either. Alot of work to enter and setup a tenant that not managing a second option for commercial lease only properties.
27 votes -
Show Owner Funds in Invoice Genius
Show the Account Summary in Invoice Genius, like it's already displaying on the standard ‘Create Creditor Invoice’ screen. It’s very helpful to see if an owner has an Ownership Balance / Available Balance
27 votes -
Storage limits for documents
Can the storage limit please be increased as it is not large enough to save an entry report in the renters document section or any document section for that matter. We are resulting to saving them on Google Drive..
27 votes -
Mail Merge Rental Arrears ability to include tenancy overview
Would like a template field for Tenancy Overview to enable an overview to be included in a mail merge for rental arrears sent to the tenant by email. I think this would help the tenants understand the arrears and avoid PM's having to send 2x separate emails.
27 votes -
Add a Business Role filter to anywhere there is a filter for Portfolio
Add a 'Business Role' filter to anywhere there is a filter for Portfolio.
Including Find Pages, Reporting and all Dashboards
This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.
As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.
27 votes -
Filter outstanding commercial rent invoices from overdue invoices list
Add a filter to exclude commercial rent invoices from the list of overdue tenancy invoices. Commercial invoices are sent to tenants 14 days before they are due so they end up showing as overdue when we want to just check on overdue water usgae or outgoings invoices
27 votes
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