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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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Property Tree

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317 results found

  1. Our March release included the new Property Tree Interface - if you have any feedback regarding this, please post a comment for our Product Team below.

    34 votes

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  2. The new change for emailing all doesn't just let you email all as had been done. You now have to choose the person to email. This slows the process down and is annoying. Please adjust so that if you choose email all, all the emails are ready to be emailed.

    Many thanks,

    1 vote

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    Thank you so much for bringing this to our attention. We have logged this to be remedied. Just a side note, when something isn't working as it should, can you please ensure our support team are notified, it was just by chance we saw your suggestion (as ideas are reviewed each week). I'll close off this suggestion, as it doesn't need votes to get sorted - it was unfortunately not meant to change that Email All behaviour.

  3. I don't use budgeted outgoings. Tenant pays invoices when received every quarter eg council rates, water etc. Our % management fee is chargeable to tenants calculated each month on all monies invoiced for rent Inc. outs therefore our fee varies every month. Currently after many attempts with trainers the only workaround is I have to manually work out every month for every tenant my % management fee due on monies to be invoiced that month then add it to each tenancy's invoice before it is sent out. Very time consuming please help?

    1 vote

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    0 comments  ·  Commercial  ·  Admin →

    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  4. Can the owner statement period reflect on the rent paid period instead of owner's payment to payment?

    2 votes

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    Unfortunately, your Suggestion has failed to progress due to lack of activity.

    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.

    Thanks for supporting UserVoice!

  5. Similar to how the EOM Statements are done but for EOFY. If we could have the option to include all the invoices from the financial year with their statement, that way landlords can just send one collated document off for their tax.

    1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  6. It would be very helpful to have a section of the tenancy profile that will allow you to include a tenant's vehicle registration plate to there profile.
    It would be nice if they can access this on the portal to update it.
    This will be very helpful in apartments.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →

    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  7. As Sales are different to Rentals and even then the data should be live. If I add a deposit receipt into the system today for yesterday, I want to be able to reconcile it today, not have to wait a further day to reconcile or make adjustments. We are not importing any bank files, just entering manually as it is much quicker.

    1 vote

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    0 comments  ·  Sales  ·  Admin →

    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  8. Property Tree times out to quickly - having to constantly login back in with the SMS code after a few minutes of staying idle

    Once you've signed in for the day that should be it. You should not have to continuously sign back in multiple times throughout the day.

    183 votes

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    The email below was sent to all users on Monday 4 December regarding security and logins.

    It's done! MRI SSO (Single Sign On) is in place for all Property Tree users! Thank you for your ongoing support and feedback as we have taken significant steps forward in enhancing your experience and security.

    Some key points to note:

    To never get locked out

    • Multiple Factors: Configure multiple factors such as Okta Verify Authenticator and fingerprint so that you always have a backup method. This prevents login issues when mobile carriers experience outages if SMS is your only login method.

    To keep your account secure

    • Auto Log out: Sessions log out automatically unless a Property Tree tab was interacted with within 1 hour
    • Sensitive Operation Challenge: Any page with the ability to change bank accounts require MFA verification

    To keep things usable

    • MFA Cool Down Activated: After being challenged for MFA you…
  9. PT use to memorize emails eg: if you CCd someone in or - in Email Subject Line it would memorize so you didn't need to retype- this function no longer there.
    Please bring it back

    4 votes

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  10. With ‘REST’ even if a tenant was short by a dollar/cent, it would never move them forward a month!!!

    MY QUESTION TO YOU IS : Why is this happening with Property Tree?

    1) We are answerable to owners, who question us (and)

    2) Tenants think they are fine with payments due to the Paid to date reflecting they have moved forward by a month
    hence nothing owed for which we are having to explain to them . This is time consuming & annoying !!!

    If an old program like ‘REST’ could do it, why can’t Property Tree. Please update your…

    2 votes

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    Referred to support - Rent should never roll into another period unless the full amount is paid, taking into account any part payment. The ledger shows a column specifically for the part payment (next to the paid to dates), and also a column for credit (next to the payee name).

  11. currently have to upload one at a time, can be time consuming when multiple photos or documents are required. It can be done when linking an invoice so would think this feature is an easy one to add

    1 vote

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    0 comments  ·  Compliance  ·  Admin →

    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  12. Most recently there were options added to the Ownership type field to include Ownerships with a Pay amount which is fantastic. However since this change once I am looking at statements on page 2 for instance, if I remove an owner from Page 2 PT automatically takes me back to page 1, I then have to go back to page 2 and try and remember where I was at. Since the change the payments dont scroll continuously

    1 vote

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    Thanks for your feedback, this has been escalated via our support team. If you come across anything in the future that is not working as it should, please reach out directly to support, as they will confirm the issue and escalate it directly to the Product Team.

  13. Hi, I would like to suggest having an SMS function when creating a tenant invoice. Something to suggest to check emails for the new invoice created. So they don't get lost in inboxes.

    1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  14. When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.

    1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  15. We have tenancies where it may be a leasehold, owners friend, family etc and a bond may not be payable but it will come up on the "no bond held" report.

    It would be good if you could enter in "No Bond Required" in reference or as a drop down option so it had it's own report for filtering.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →

    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  16. 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?

    3 votes

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    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.

  17. EFFECTIVE RENT AREARS MERGE FIELD - should be pulled based on the reconciled date, opposed to the current date.

    1 vote

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  18. There as Strata Plans that are attached to a Community Scheme but there is no way to link the two in PT so if we have a pool certificate for a community and various stratas under the community there should be a way to link all the properties under the one community, not just for compliance reasons

    1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  19. Having the option to lock individual users profiles so those users can only see information related to their own portfolio. EG a Property Manager would only be able to look up their own portfolios cards, rent arrears etc.

    1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  20. There is currently not enough control when you update the rent schedule.
    Once you update it, you simply get a confusing message that it will change the effective paid date or paid to date.
    I was told this stuff up a lot of property manager as any update should have been an addition instead of editing the rent schedule.
    Therefore, if the rent schedule update won't affect the historical rent. This will stop stuffing up Property Manager

    1 vote

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    The ability to update the current rent schedule is to help users when a correction needs to be made. If accidentally selecting edit, rather than add, the prompt clearly tells the user what will happen if this is done. A user should always add a rent change to the schedule when doing a future rent change.

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