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Property Tree

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50 results found

  1. Identify User Data Entry

    It would be extremely useful for Management if we were able to see who has entered/deleted information from the system for auditing and error processing. Just like receipting you can identify who has receipted funds.

    11 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  2. Attach invoice to create credit

    It does not seem that you can add an invoice when creating a credit to a tenant. The owner just sees the credit applied on the statement but no invoice can be attached. Would be nice for an owner to have a document to support the tenant credit.

    13 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  3. Restrict who can delete files from document management

    Only certain users should be able to delete files from the document management

    19 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  4. Change of Owner, having the option able to transfer over document management and notes

    When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property

    14 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  5. Document Type user security access

    The file document system in Property tree does not provide enough protection in regards to specific access to certain documents such as Tenancy applications and Management agreements with attached ID that are stored in the document system. Legislation requires our office to collect ID such us drivers' licence, passports etc these are then stored in Documents for everyone who has access to view PT currently there is no way to restrict access to these documents types by user. I believe this should be addressed as a matter of urgency the fines for not protecting this kind of information are huge.

    6 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
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  6. Add Column of Invoice Amount Under Ownership/Tenancy Document

    It would be useful to add a column of invoice amount under the document tap for ownership as we usually look up past invoices and look for one that has a certain figure that we have in mind.

    2 votes
    Ready for Votes  ·  0 comments  ·  Document Management  ·  Admin →
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  7. Be Able to Globally Search all documents saved by date or type

    Search all documents by date or type.

    9 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  8. Ability to save agency documents into financial period

    We want to be able to load and save agency specific documents like what is available in Filesmart

    2 votes
    Ready for Votes  ·  0 comments  ·  Document Management  ·  Admin →
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  9. Have the ability to pin/favourite files in document management so they always appear at the top

    Have the ability to pin/favourite files in document management so they always appear at the top of the list. Currently they all appear in the order they were saved, so when you have a property you've managed for a long time, the most important files can be the very first ones ever saved

    7 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
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  10. Ability to download files in bulk from document management

    Ability to download files in bulk from document management. Currently we have to do this one-by-one which is time consuming

    7 votes
    Ready for Votes  ·  0 comments  ·  Document Management  ·  Admin →
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