989 results found
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Track who is entering/modifying invoices
The ability to date/time and user stamp .. keep an audit on who is entering invoices for training and also tracking
20 votes -
Email merge to strata manager with tenant details
Have the ability to send an email merge to a strata manager with new tenants details once the lease is signed.
20 votes -
Multiple attachment download in Communication Platform
When receiving multiple attachments in an email received in the Communication Platform, to be able to download all files in one function rather than one at a time. Also if there could be an option of saving the images to the Document Management or into a Maintenance request.
20 votes -
Merge field for tenancy invoice amount
There is no option for tenancy invoice amount merge field to be added to the tenancy invoice email template. please get this added so the amount appears in the email and tenants don't need to click the link.
20 votes -
Ability to archive notes
Ability to archive or complete notes. Perhaps a checkbox to show archived/completed notes (have this as no by default)
20 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.
19 votes -
Landlord Withheld Funds
We are increasingly finding landlords budgets are tights. A few have asked if we could withhold funds on a monthly basis that carry over and accumulate. For instance if a clients has an expense they want to save for or quarterly bills they can withhold a set amount, say $100 for instance every month that would be held aside & accumulate for future use.
At present we can only put a hold on 1 set amount.19 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"
19 votes -
Ability to create Recurring Tasks
Can we please have the ability to create 'Recurring' tasks?
19 votes -
Ability to send comms from Business Role
Currently you can only send automated comms from a User, Point of Contact or Company. However when you have 2x people working on one property, various comms should be sent from either user.
There should be an ability in PT to send from business role in the agency.19 votes -
Bulk email owners based on compliance status
ability to bulk email owner's based on compliance status i.e. email all owners who manage their own smoke alarms and that are past due.
19 votes -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
19 votes -
Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred…
19 votes -
Property listed for sale
Property listed for sale/settlement date.
would be helpful in the vacate section of rent & Lease to have tab for sold, so can enter settlement date so rent is not paid past settlement.19 votes -
Maintenance Job Search option for open jobs only
Have a section to search only open work orders and quotes.
When currently putting in dates, it caps off at 2000 because it shows all completed jobs.
Maintenance Request Summary does show all jobs, but not the creditor.19 votes -
Additional filters and option to select Properties during Bulk Portfolio Assignment
When completing the Bulk Portfolio Assignment from one Portfolio to another Portfolio, it would be great to be able to edit the list to remove any properties you do not wish to be assigned to the other portfolio. Also, if there was an option at this point to use tags to filter properties, and select between residential and commercial tenancies.
19 votes -
Ability to enter more than one smoke alarm type
Have the ability to enter more than one smoke alarm type. Some properties have two different smoke alarm eg Hardwired and Battery, at the moment we can only register one. This is relevant for both the Smoke Alarms and Compliance (only one can be entered to each)
19 votes -
Option to apply 99c credit to the receipt when receipting centrepay and other payments where credits apply
Option to apply 99c credit to the receipt when receipting centrepay and other payments where credits apply. This would save us so much time
19 votes -
Restrict who can delete files from document management
Only certain users should be able to delete files from the document management
19 votes -
Approved Occupants
Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property
18 votes
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