42 results found
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Reference for Sales Bank Transfer
Reference allocation for ABA uploads and Bank Transferrs
There needs to be a way to be able to put reference numbers/names into ABA file bank transfers. I have done several transfers to Solicitors/ NSW Trustee etc and the money has been unable to be identified. I understand that you can do a transfer straight from the bank, if this is the solution, why use property tree at all. We strongly rely on references, including to vendors.When we used REST, we were able to do this. Simply being able to add a reference and the information comes across from the…
62 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
20 votes -
Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
3 votes -
Tasks automatically added when adding a buyer
Is it possible to have when adding a buyer to a sale that a set of tasks automatically gets added to the property in the same way as when you add a new sale property marketing fees are automatically added
3 votes -
Include Lot & DP in Property Address Entry
It would be great to have the option to add Lot and Deposited Plan (DP) details when entering a property sale. In many cases, especially with properties that don’t have a standard street address, Lot & DP are the only way to clearly identify the property.
This feature would also help when:
+ A property includes multiple lots.
+ Buyers purchase different lots under separate names.
+ Sales need to be split and recorded individually.Adding Lot & DP to the address field would make property records more accurate and easier to manage.
2 votes -
Live Data- Sales
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 -
Property reference on ABA for commission payments
There needs to be a property reference on ABA's for commission payments so we know what property we are receiving commission for.
Absolutely crazy that this is not already done.6 votes -
Sales: Show condition dates on screen
When checking due dates for Building/Pest Inspection, Finance approval etc, you have to go into the edit pencil beside BUYER: Deposit paid, Settlement date. We should be able to see important condition dates on the same page.
5 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
17 votes -
Two deposits received on the same property
We have this morning received two (2) separate holding deposits from buyers for the same property. As far as I can tell, two active buyers cannot be added to the same property, and I have needed to rescind one of the buyers after creating a receipt for them in order to add new buyers and create the second receipt. Hopefully I will be able to reinstate the first buyers if they do eventually become the buyers to enter into a contract!...
2 votes -
Add Companies & their Details as Owners, Tenants, Vendors
Why does Property Tree not have an option to enter a Company name & details for Vendors, Landlords & Tenants? This is for both Sales & Rentals.
6 votes -
In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens,.
In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens.
7 votes -
Sales Marketing & Charges
An issue with entering Marketing & Sundries fees is there is no capability of entering further information pertaining to the individual charge .... ie, date expense incurred. This would be useful if you for example have multiple newpaper adverts over a period of so many months. The Sellers want to know exactly when these charges occured, not when the charge was disbursed in Property Tree.
3 votes -
An option on Rental properties to generate a Sale.
Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.
13 votes -
Ability to archive a sale property if it has been withdrawn
Ability to archive a sale property if it has been withdrawn without having to add a dummy buyer or a dummy maintenance request.
3 votes -
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…
4 votes -
Purchaser bank account
Can you please add a field that you can enter the buyer's bank account details in advance like you can with the vendor's bank account details (on Financials Tab). Currently you can only enter them at the time of disbursing funds, so if you make a mistake etc, and need to start again, you need to re-enter the details.
Would greatly help with advanced preparation of settlements.5 votes -
Stage of Sale
As in REST would like to see the stage of the sale e.g. listed, marketing, under offer, deposit taken and exchanged.
11 votes -
Sales Flat Fees Triggered by Add Buyer
Add the option to have a flat fee triggered by Add Buyer, rather than Manual only.
3 votes -
Dashboard to include Sales properties
Sales Properties to appear on Dashboard
20 votes
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