97 results found
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Ability to drag and drop emails or attachments straight from outlook to document management
Ability to drag and drop emails or attachments straight from outlook to document management
22 votesYou can drag your attachments and/or emails from Outlook into Property Tree Document Management. The trick is, when dragging the file or email from your outlook into the webpage icon, do not unclick your mouse/keypad - the webpage will open when you hover over that icon so you can then drag the attachment or email onto the drag/drop section of the profile.
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Unpaid creditor invoices and withheld funds for invoices to show on ownership statements so owners can see unpaid Invoices
It would be great if we can get unpaid creditor invoices on the ownership statements that show withheld funds and what they are for so the owner can see why the funds are withheld from them.
11 votesWithheld funds and outstanding invoices/fees do appear on owner statements when they are due within 30 days. If wanting to adjust this timeframe, there is a current suggestion for this that we are monitoring.
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Better Manage Rent Paid Significantly in Advance
Either a report, receipting alert or similar should be available to notify the agency of tenants paid several weeks in advance, to keep track of tenants paid significantly in advance, when this occurs over an extended period of time (and not in a bulk tenant payment where we would instead release the funds to the landlord periodically, being when rent is due).
E.g. a tenancy of 20 years is paid 3 months' in advance and funds have been released to the landlord as usual. This is problematic for payment of rates or if the tenancy ceases prior to the paid-to…
8 votesThis can be generated via The Tenancy Lease Dates report or via Business Insights. For Tenancy Lease Dates - Remove the lease dates and search, this gives you all tenancies, and then use the paid to date column to sort by ascending/descending (just click on the title of that column and it will sort for you) - this will bring those tenancies paid well in advance to the top of the list. If you cannot see the paid to date column use the 3 dots to the right of the report list and you can select it (and many others) to display. This particular report can be used for so many things as it can display all tenancies. For Business Insights, you can create your own reports - there is a free version of this feature and once a report is created it can be saved so you can view…
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Maintenance Notes to display in the maintenance screen
A box in the maintenance job screen that displays maintenance notes.
6 votesYou can have maintenance specific notes appear on the maintenance request by adding notes on the Property > Details Tab. That first section has the maintenance limit and maintenance notes. Those notes will then appear when a maintenance request is created with a yellow warning symbol.
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Delivery Status on Communications
It would be great if we could see if someone opened an email out of PT.
5 votes -
Show number of days in arrears
We need to know the number of days in arrears, taking into account part payments. Extremely important in commercial as we can lock out when a clear 14 days in arrears.
5 votesThe Tenancy in Arrears list shows the Days in Arrears and you can select whether this by Periodic or Effective (to include the part payment), you can also filter by Property Type. If you cannot see the Days in Arrears column, use the three dots to the right of the list headings and this allows you to include/exclude columns from view.
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Filter Inbox messages by Person
To have the ability to filter All inbox messages by User. When someone is away, it is easy to see just their messages. And from a managment perspective, it would make it much easier to see where each of the team is at with their messages. Currently we can only see "All", "Assigned to me" or "Company".
5 votesYou can filter by assignee in the communication platform - under All Inboxes, use the filter icon to see the Assignee filter. This does not appear under Assigned to Me or Company as those inboxes are already assigned.
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Do not pay linked invoices for creditors until the linked invoice is paid by tenant
Do not pay linked invoices for creditors until the linked invoice is paid by tenant
4 votesYou do have the option of entering a creditor invoice with a tenancy invoice and selecting to have this paid direct to creditor. In this instance, the creditor invoice will not be paid until the tenancy has paid the tenant invoice and it does not pass through the owner funds. Please refer to the knowledgebase information here regarding this: https://propertytree.elevio.help/en/articles/93218
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outlook
Ability to have emails sent through property tree have our own email address. So if they do not hit reply and copy and paste the address that it will still send to the person sending it. If they reply to the address where it comes from being proeprtytree@propertytree.com.au - it does not send anywhere as it is an unknown address.
3 votesHi Stacey, thanks for your feedback - you can have domain branded emails setup for your database now (where emails sent from Property Tree will send using your domain rather than @propertytree.com), please refer to this knowledgebase article for more information on this https://propertytree.elevio.help/en/articles/93250. However, just to confirm the current process - when a contact hits reply to a propertytree@propertytree.com email they receive from you, it will have your reply address entered automatically, whether this is to external (outlook) or to the Property Tree Communications Platform (the email address you configure for this), it will never have the reply to email as the Property Tree email. If a contact emails propertytree@propertytree.com as a standalone email address (where reply has not been used), they will receive a bounce back advising to contact their agent directly as that address is not monitored. I hope this has been useful information, if you'd like…
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Letting Fees
Can we have a letting fees report. At EOM we are given a letting fees amount for that month but we cannot look up letting fees so we can check at a later date if a letting fee has been collected. REST had a ledger for all the fees which made it easy to look up fees months later.
3 votesThe Find Fees list under the Accounts Menu can be filtered by date range, by Fee Name, and Status (Unpaid, Paid, Part Paid, Cancelled).
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Completing maintenance
when completing maintenance jobs it sends a cancellation message to the creditor. It is becoming very confusing for trades and needs to be rectified to say job complete rather than job cancelled, Please fix this.
3 votesThere shouldn't be an email sent to the creditor when marking a job as complete in the maintenance request or via the invoice entry. If the job is marked as canceled it will send an email (however this can be unselected at the time of canceling too) - which can be customised under the configuration > automated communications.
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Add owner preferred tradesmen info tab under the property
Add owner preferred tradesmen info tab under the property
3 votesThere is the authorised creditor section within the property > financials tab for this information. If there is further information you would like to record please let us know the details.
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Saving Photos In Document Management
Being able to save individual photos into document management without it being in email format.
2 votesFiles will save as their original file type - ie. JPG. This also applies to other files such as videos
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Adding Notes in Quote Requests and Work Orders
Add notes section in work orders for property managers / users to make NOTES in the progress of work orders and quote requests? Where they are up to - if they have spoken to creditor, waiting on further information, etc
2 votesThere is a "add/edit/view notes" section under the description of the maintenance job. This Is next to the photos link.
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Have a seperate report listing all un allocated funds
There is no alert to let you know when to allocate funds or even if there are funds to allocate with commercial tenancies
2 votesThe Tenancy Funds report (under Trust and Reports) can be filtered by Commercial, and will show you funds held as well as rent owing and invoices/fees owing
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2 votes
This is located under the Compliance Tab on the properties. You are able to create your own Compliance categories under the Configuration menu > Property Compliance Categories to track exactly what you want - adding one specific for Landlord Insurance allows you to save documents against it, notes for policy number/info, expiry dates which can then be reported on within the compliance register.
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Pest control compliance
One of our landlords has suggested pest control be added to the compliance register to ensure this can be tracked should the landlord employ a company where future scheduling is not an option
2 votesYou can add new compliance categories to your Property Tree database under Configuration > Property Compliance Category. Once this is configured it will appear on your Properties when setting up a new Compliance record.
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Tenant Refund Bank Details
Currently the system requests us to create a creditor profile to refund tenant overpaid rent.
Can property tree set up a tenant bank details functions in tenancy profile?
2 votesYou can process a refund of overpaid rent from the Tenancy Profile. under the actions menu select Create Refund. Select Rent, add the amount and tenancy bank account details. You can find more information here https://propertytree.elevio.help/en/articles/92992. Thanks, Ange - Product team
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List of properties by alphabetical order
Ability to produce a list of all Properties in PT via alphabetical order.
The basic ability to produce a list of Properties in alphabetical order - to assist with out of PT auditting of documents. Only being able to produce a list via numeric order is not helpful.
2 votesCustomisable reports can be set within Business Insights and the sort order can be set however you wish - these reports can be saved to produce as often as you like - here is a link to the knowledgebase article https://propertytree.elevio.help/en/articles/93158
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Automatic routine inspection emails to rental provider/s
Propertytree to send an automated email to rental provider/s 7 days prior to routine inspection without having to send it manually.
2 votesYou can configure Automated Communications for Inspections - please refer to the help file here: https://propertytree.elevio.help/en/articles/93066
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