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Property Tree

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3 results found

  1. Export All ledger type reports in Excel format

    Our trust account auditor struggles with this every single year. They need the reports in excel format for analysis and testing which we cannot provide. Please enable the ability to export these reports in excel.

    3 votes

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    Assessing  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  2. Dragging the attachments from the new outlook update as of Oct 24 ?

    Before the Outlook update recently done as of Oct 24, it seems that attachments we would normally drag from Outlook into PT does not work anymore. Can you please advise if this is something you're working on?

    2 votes

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    1 comment  ·  Document Management  ·  Admin →
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    Assessing  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We've looked into this issue and Microsoft has replied: We regret to inform you that the drag-and-drop functionality for emails is currently not supported in the new Outlook for Windows due to design limitations.


    This is an issue outside of Property Tree. We will continue to monitor the new outlook features as they are updated.

  3. tenant ledger

    When you have money moving in and out of the Held for Tenancy area the tenant ledger balance totals are incorrect. i.e recently I had a tenant vacate and we had to refund them an amount of money for overpaid rent (routed through tenancy held funds) and now the running balance on the ledger is incorrect. Can this please be fixed?

    2 votes

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    Assessing  ·  0 comments  ·  Transactions and Statements  ·  Admin →
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