21 results found
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sub total
Ownership Statement Sub Total Font Colour unable to read. Owner feedback that the sub total appears in white and the contrast is not enough to clearly see the figures on multiple devices including laptop.
1 voteYou can change the Owner Statement branding, including the font colour under Configuration > Company Branding > Ownership Statements
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Email multiple contacts on profile Receipts
Ability to select multiple contacts on a profile to receive a copy of a receipt rather than it being the preference email only
1 voteYou can add multiple contacts against your property management profiles - for the tenancies, any contacts can be selected to receive auto receipts and invoices too.
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Be able to change the rent frequency! When a tenant wished to change from weekly to monthly etc.
You are unable to change the rent frequency when a tenant wishes to change from weekly to monthly for example. At renewal of the lease - it would be better if that change can be made to allow for the ledger to reflect correctly.
1 voteTo change the frequency you can add a rent change to alter the rent from weekly to monthly. This then records the tenant had requested this change and the date that it took affect
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1 vote
Pinned Notes can be added that will appear on the Profile, as well as when entering an invoice, to flag whether you do not pay invoices on behalf of the owner.
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Produce owner stmts for all owners every month
If an owner is not paid out during the month a stmt is not produced. This is an issue as we have owners we permanently hold large amounts for so they are not getting stmts for months on end. A statement needs to be produced if there are transactions in the month not if an owner is paid out or not.
1 voteEven when an owner has $0 to pay PropertyTree will send a statement, depending on the option selected. The default selection is Ownerships with funds or transactions - which would include those owners with withheld funds that are not due a payment at this time.
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Feature to send an invoice to the tenants automatically as set by the user
Automatic invoicing will help the user to set an invoice including the amount, the date when the invoice will be sent initially, and the end date of the invoice.
This will help the user not miss charging the same invoice amount again and again in Property Tree.
1 voteUnder managements, Create Recurring Tenancy Invoice allows you to set a recurring schedule - when the first invoice is set, how often it will occur, and to end after X amount of invoices or an end date.
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Rent Increase Due Dates
A lot of rent increases occur part way during the week. REST used to commence the increased rent at the beginning of the next week and automatically create an invoice for the old/new rent difference.
This would save a lot of these part payments that are continually happening in P/T and they are very hard to explain to tenants.1 voteWhen adding a rent change, the rent anniversary of the Tenancy is highlighted in yellow to allow you to select the correct date you wish the rent to change (whether in line with their current rent anniversary or another date)
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tenant invoice copy
The tenant to receive the invoice copy along with the owner.
E.g at the moment you can enter a creditor invoice under the property and choose to invoice the tenant at the same time, BUT the invoice copy goes to the owner and not to the tenant.
We have to enter owner water bills and then individually charge the tenants to attach the invoice. This would save so much time!!1 voteAs long as the "Link Creditor Invoice" merge field is in the Tenancy Invoice email template, they will receive the uploaded Creditor Invoice. The Tenancy Invoice email Template is found under Automated Communications > Accounts.
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Arrears Notices showing TOTAL rent in arrears.
FIELD FOR TOTAL RENT ARREARS. NOT JUST ARREARS FOR THE PERIOD.
1 voteThere are two options/two mail merge fields for the rent arrears calculation - period or effective arrears, depending on what you wish to communicate. This is for letters, emails and automated communications (and soon to be SMS as we introduce SMS templates and SMS Mail Merge)
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Allocate tenant credit to invoice when entering a new account
Be able to allocate a tenant held credit to an invoice when entering a new account and prior to issuing to a tenant
1 voteYou can allocate held funds to a tenancy invoice prior to it being generated. Depending on how you are entering the invoice, there will either be a checkbox or toggle that will then open up a new field for you to enter how much you'd like to allocate. The invoice sent to the tenant will show the invoice amount, the amount allocated and balance remaining (whether $0 or still a balance to pay).
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Tenant Refund Bank Details
Currently the system requests us to create a creditor profile to refund tenant overpaid rent.
Can property tree set up a tenant bank details functions in tenancy profile?
2 votesYou can process a refund of overpaid rent from the Tenancy Profile. under the actions menu select Create Refund. Select Rent, add the amount and tenancy bank account details. You can find more information here https://propertytree.elevio.help/en/articles/92992. Thanks, Ange - Product team
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Assign Receipt
Add Creditor on Assign Receipt under the Unknown Funds.
1 voteCreditors do not have the ability to hold funds that are not to do with a creditor invoice. When money is returned to the agency perhaps for a double payment, overpayment, or incorrect invoice payment, there is process to correct the mistake to ensure that it is recorded correctly against the Property/Ownership that the invoice related to. Please refer to the helpful knowledgebase articles or contact support for assistance.
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Better Manage Rent Paid Significantly in Advance
Either a report, receipting alert or similar should be available to notify the agency of tenants paid several weeks in advance, to keep track of tenants paid significantly in advance, when this occurs over an extended period of time (and not in a bulk tenant payment where we would instead release the funds to the landlord periodically, being when rent is due).
E.g. a tenancy of 20 years is paid 3 months' in advance and funds have been released to the landlord as usual. This is problematic for payment of rates or if the tenancy ceases prior to the paid-to…
8 votesThis can be generated via The Tenancy Lease Dates report or via Business Insights. For Tenancy Lease Dates - Remove the lease dates and search, this gives you all tenancies, and then use the paid to date column to sort by ascending/descending (just click on the title of that column and it will sort for you) - this will bring those tenancies paid well in advance to the top of the list. If you cannot see the paid to date column use the 3 dots to the right of the report list and you can select it (and many others) to display. This particular report can be used for so many things as it can display all tenancies. For Business Insights, you can create your own reports - there is a free version of this feature and once a report is created it can be saved so you can view…
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Search owners fees
It would be a terrific idea if we could have a search bar under the owners card to see when the last fee, EG: lease renewal fee, was charged to save having to manually look through owner ledgers.
1 voteRather than looking through the ledger, there is another way to find this information. Under the Financial Tab on the Owner, under Fees, there is a "View Fees" Button. This takes you to the Find Fee search with the owner already loaded. You can alter the dates or just select "All" it allows you to add a fee name to drill down to, or search all fees for that owner.
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Owner Ledger reports
It appears that you have now restricted Owner Ledger reports to 1 year. This is very unhelpful. Please change back to unlimited date range
1 voteWhen producing an owner ledger you have the option to display the accounting period, date range (no limit) or complete history.
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Attach the invoices from creditors to tenant invoices so they receive the original
when a tenant is invoiced for water or electricity use they only receive the invoice you create - the original creditor invoice is not attached - can we have this implemented so that it automatically attached to the created invoice when sending it to the tenant
2 votesThe original invoice attachment will send to the tenancy if you have the merge field within the Tenant Invoice Template. To check this, go to Configuration > Automated Communications > Go to the Tenant Invoice one, and click edit. In here is a merge field called {Link to Creditor Invoices}. This needs to be within your template to insert the original creditor invoice to send to the tenancy.
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have another line added to invoice for water usage & service charge separately
have another line added to invoice for water usage & service charge separately entered at the same time along with the tenant usage
2 votesCurrently available when using Create Tenancy Invoice. This allows you to add additional line items to the invoice.
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Ability to open a closed reconciled period/re-generate reports
After a period is reconciled, we are unable to open the period once it is closed. This means we are unable to generate/download reconciled/unreconciled reports for any reconciling that has occurred in the past. It would be helpful to have the option to view a past reconciled period as a read only (at the least) for reference and to download past reports if this has been forgotten.
2 votesYou can re-open a period and can also regenerate the reconciliation reports (reconciled/unreconciled) under trust and reports - they will default to the current period however can be selected for any closed period
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Change Credit Card Payments
We use our trust account for both holiday rentals and permanent rentals. The issue is- when we receipt a credit card payment and select credit card (which we must do according to auditor), because of the way the receipting works for credit cards, we cant reconcile the transaction until the next day even though it's hit our account already. This means if we get a credit card payment before End of Month, we have to put an adjustment in every time which is not very great for auditing reasons.
Would be great if there could be a way to tick…1 voteA banking deposit can be created just for credit card transactions so that the transaction(s) appear to reconcile. The create bank deposit can be done at any time and multiple times throughout the day if needed.
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Unpaid creditor invoices and withheld funds for invoices to show on ownership statements so owners can see unpaid Invoices
It would be great if we can get unpaid creditor invoices on the ownership statements that show withheld funds and what they are for so the owner can see why the funds are withheld from them.
11 votesWithheld funds and outstanding invoices/fees do appear on owner statements when they are due within 30 days. If wanting to adjust this timeframe, there is a current suggestion for this that we are monitoring.
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