118 results found
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Allow tenancy schedules to be created by Owner as well
When creating tenancy schedules allow a field to create them by Owner
19 votesWe're pleased to advise that you can now filter the Tenancy Schedule by Owner.
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New legislation (01/05/2025)- Destroying personal information
With regards to the new legislation taking effect from 01/05/2025, to ensure compliance is met, tenant's personal information (name, contact details, ID, inspection reports) are to be destroyed before 7 years. Given PT currently only archives tenants, will the option be made available to delete/destroy tenant information before 7 years & is there be an easy way for saved documents containing personal information to be easily destroyed/deleted before 7 years to ensure compliancy is met.
17 votesWe're pleased to advise that you can now Edit, Remove or Add contacts to Archived Tenancy Profiles. Choose to remove contact information or remove the contact entirely. You can also remove files from the documents tab on archived tenancies
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Increase the Automatic Log-out time from 59minutes please.
I'm all for the new multiple security measures you've put in place, but I'm NOT down with being automatically logged out after 59 minutes of being inactive. I hop in & out of Property Tree at various times throughout the day, and often I'm out for more than an hour at a time. I want to ONLY have to log in to Property Tree ONCE in the morning, and then not have to keep re-logging in. It's annoying and frustrating ! It should keep you logged in until say 6pm at night for example.
234 votesWe're pleased to announce there is a new Company Security section within your Configuration > Trust & Company Details that allows you to set your automated logout time. This can be set for 1,2 or 3 hours - You will then be logged out of Property Tree if it is left idle for the time you have set.
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Attach multiple photos to maintenance at once
Ability to attach multiple photos to a maintenance request at once. The system currently makes you attach each file separately.
81 votesWe're pleased to advise you can now add multiple photos to a maintenance job in Property Tree!
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AI Communications
It would be good to be able to click and record an email wording and AI Word it in what ever tone we would like the email to come accross
4 votesWe're excited to announce that you can now use the Property Tree Assistant (AI) to help create your ad hoc emails!
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Email On behalf of other user
Adding the ability to have the email come 'from' the intended sender
Sometimes you have to send an email on behalf of someone, but it comes from the person who types it. The ability to send it from the intended sender with BCC options would also be great!3 votesWe're pleased to advise that you can now send an ad hoc email from another user. This information will be recorded against the communication so you can see who the email was sent from, and also who it was sent by.
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days in arrears on renter card (when you hover over arrears)
View when you hover over arrears that it also tells you days in arrears.
Much easier way to view this than manually work it out105 votesWe're pleased to announce that you will now see how many days the tenant is behind in rent when selecting the Total Arrears in the Tenancy Summary.
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Taking tenant receipt - held for tenancy balance incorrectly shows owner balance
When taking a tenant receipt the new 'Held for Tenancy Balance' field is incorrectly showing the amount currently held for the ownership, not the tenant held funds amount. PTree, please correct.
1 voteWe're pleased to advise this has been resolved.
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Automated communication - add more merge field
We need the "Rent Increase Date" merge field for automated communication, "Lease Expiry: Ownership" to notify the owner when the rent is due to increase.
1 voteWe're pleased to advise this is now available
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Updating existing tenancy via FLKitover any event driven fees are not currently setup to charge. Could you please setup an automatic charge
Updating existing tenancy via FLKitover any event driven fees are not currently setup to charge. Could you please setup an automatic charge for existing tenancy. As such, when we do renewal lease, Property Tree could trigger the renewal lease fee.
3 votesThis is now available through our partner APIs
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Have commercial invoices attached as PDF, not a link
With automated invoice processing becoming more common, we have an increasing amount of commercial tenants requesting invoices be attached to an email as a PDF as well as a link in the email itself?
226 votesWe're pleased to advise that Tenancy Invoices and Tenancy Receipts will now be sent from Property Tree as a PDF attachment. Check out the release notes or product update video for more details. It's recommended you update your Invoice and Receipt templates under Automated Communications > Accounts.
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Have a Tenant/Owner's "Preferred" Name show in the Contacts View.
Have a Tenant/Owner's "Preferred" Name show in the Contacts View. At the moment you can only view a tenant's preferred name if you open up the Contact to amend it. It would make a huge difference when making phone calls to have the preferred name show on the main Ownership/Tenancy screen.
120 votesWe're pleased to advise that the contact's preferred name now appears in the contact list on the profile.
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Option to show date search for Archived tenancies
Option to show date search for Archived tenancies
1 voteWe're pleased to advise that you can now filter by Tenancy Status on the Tenancies Vacating Report.
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Allow fixed increases to be adjusted using a method eg 4% annually
All rent or outgoings to be adjusted using a method eg: 4% annually, rather than having to manually calculate the actual amount and set up multiple manual adjustments. This makes it impossible to reflect on how the rent has been increased over a period of time without having to manually calculate the difference, which is extremely time consuming.
7 votesWe're pleased to advise that you can now add a rent change by a percentage amount.
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Documents Names being less restrictive
When adding documents to emails and documents tab under the the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
32 votesWe're pleased to advise that you can now save files with certain special characters (i.e. hyphen, full stop, underscore...) and with up to 120 characters in the file name.
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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.21 votesWe're pleased to advise you can now configure both Automated Communications and Mail Merge templates to send from a business role. Business Roles can also be used to populate point of contact merge fields so you can ensure all communications are sent and/or signed off from the right person.
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lease expiry automation additional merge fields
How hard would it be to add more merge fields into the automated emails?
I have asked this before but we would like an option to merge the BPay reference number into the tenancy invoice cover email; and
Our lease expiry emails outline the lease dates and the rent but there is no option for what payment period the rent is - it could be monthly, weekly or fortnightly. We have had clients complain about this and the only fix is leaving the rent completely out of the comms
2 votesWe're pleased to advise that both Rent Period and Rent Period New merge fields are available in the Lease Expiry Automated Communications (and Mail Merge Templates).
Please note - the Tenancy ID merge field has been added to the Tenancy Invoice Templates in a previous release.
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Tenant Statement showing Rent & Invoices
Option to send a TENANT a statement showing outstanding rent and invoices.
Currently PT only generates an Invoice .. at the bottom of the Invoice it reads
Tenancy - Statement of Outstanding Items .. with a total outstanding $$$$.
This does not include any outstanding rent which is misleading.There should be an option to include RENT. This would save time and provide consistency in the way information (request for funds) is sent to the tenant.
9 votesWe're pleased to advise that you can now produce a Tenancy Statement via the Tenancy Profile > Actions Menu > Print / Send Statement. This can be used to generate a Statement for all Invoices/Fees and/or Rent.
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Arrears report including archived tenancies
Would love an option to select and include 'Archived Tenancies' with in the Tenants in arrears report.
2 votesWe're pleased to advise that you can now filter by Tenancy Status on the Tenancies in Arrears report
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Tenancy ID on all invoices
Able to insert the Tenancy ID into the Invoice and reminder Emails.
10 votesWe're pleased to advise that you can now add the Tenancy ID as a merge field into your Automated Communications for Tenancy Invoice; Replace Tenancy Invoice; Rent Arrears and Invoice Arrears.
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