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Property Tree

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5 results found

  1. Change of Ownership

    Firstly, a new owner shouldn't not receive any payments until the settlement date has been reached. Any funds should be automatically held until the actual settlement date has surpassed. We have had an instance, where an owner received rental payments well before the property had actually settled, the settlement date subsequently changed and made it very hard to change the change of ownership date, not to mention that the owner didn't legally own the property at the time of getting the funds. Secondly, there should be a function allowing you to edit the change of ownership date.

    3 votes

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    0 comments  ·  Transactions and Statements  ·  Admin →
    Not Currently in Scope  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We advise not running a change of ownership until the settlement date to avoid this situation occurring. As there can be transactions that take place within Property Tree, if changes are needed, the change of ownership can be cancelled and then processed with any required changes.

  2. Ability to train Invoice Genius

    I'd like to see Invoice Genius extended to have the option to train it to recognise logos on invoices so it can set the creditor for invoices where the company doesn't have a valid barcode/QR code.

    1 vote

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    0 comments  ·  Transactions and Statements  ·  Admin →
    Not Currently in Scope  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Thanks for your suggestion, unfortunately this is currently out of scope for the development of Invoice Genius. Invoice Automate has improved functionality to read more information from invoices when there is no barcode/QR Code.

  3. Automatic charge for routine inspection

    While it is nice that Property Tree charge owner the routine inspection fee whenever we finalised a routine inspection report on Inspection Express. However, when we finalised an Entry or Exit Inspection, Property Tree charge the owner the Routine Inspection Fee instead of the Entry/Exit inspection fee.
    Could Property Tree rectify this? Thank you.

    2 votes

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    Not Currently in Scope  ·  0 comments  ·  Inspections and Maintenance  ·  Admin →

  4. select existing tenant

    I've noticed when we create new tenancy cards and if we click select existing option, enter the tenant's name and it pop ups, it will show the property address attached to the tenant name which is great. However if we were to amend the address in the new tenant card, it will then register the new address in the other tenant card that we copied from. Is there a workaround this? Thank you.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →

  5. Bring back the ability to cancel a payment when funds are returned to your bank rec

    There was previously an option which allowed me to cancel an Owner payment which was returned on the Bank Statement. This functionality was removed around March or April 22, can you please look at bringing this feature back as now i have to receipt the funds back into the property ledger and reprocess the payment, which makes my Income and Expenditure report look messy at End of Financial Year as i cannot receipt the funds back to N/A or Owner Payments like i could do in REST.

    1 vote

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    0 comments  ·  Transactions and Statements  ·  Admin →
    Not Currently in Scope  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We have reviewed your Suggestion and determined that it does not fit into our current development plans but will remain in our forum for comments.  If you’d like to see this suggestion re-opened for future consideration, please add a detailed comment on how this would benefit your team and we will review these with the Product Team.

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