210 results found
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Charge fees when tenancy has commenced
Owner fees for new tenancies should only be charged after the lease commencement date.
28 votes -
direct debit
Direct debit days in advance should be able to customised for each tenant - weekly tenants that you want to be 2 weeks ahead can't be on set to anything but a schedule to keep them that way so rent increases could be missed
2 votes -
Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred…
19 votes -
Ability to accumulate Held Funds for owners each month
Ability to Accumulate Held funds on a monthly basis instead of manually having to do this against the owner. MRI Palace has this function
17 votes -
Amend account code
Having just come over from REST, I am very surprised that the ability to amend an account code (once transaction has been processed in the system) is not available in Property Tree. We have had some account errors occur with migration so the fact that I cannot correct these as I could have in REST is far from ideal. This leaves no room for human error whatsover. Please look into this. Thank You!
25 votes -
Have lease dates and vacate appear when entering a tenant invoice
Have the tenant lease start and end date appear when doing a create tenancy invoice (currently does when oncharging from the creditor invoice or invoice genius). Also show if a vacate date is entered
42 votes -
Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
5 votes -
Automatic release of held funds, once hold amount has been achieved.
Set up an automatic release of extra funds once the held amount has been achieved, rather than having to manually check to see if held amount has been reached & then removing the hold.
1 vote -
Ownership/Tenancy Fees - attach a receipt
When charging fees to Owners or Tenancy need to be able to attach receipt (if applicable).
3 votes -
Suspend fees for a certain period
Ability to suspend fees for a set period (like dates for automated communications). At the moment they have to be deleted and then added back in. Other option would be to $0 out the fees (which currently you have to delete them and re-add them later), if we can enter a $0 charge then we can report on this to check/alter
42 votes -
Payment Run when wanting to hold tenant part payments back
Currently when a tenant overpays/part payment, we manually have to remove money and owners from pay run and disbursements, which is time consuming
It would be great if there was an option that if an owner is paid 10th of each month, it only shows amount to disperse on 10th (not any additional funds, if overpaid)
1 vote -
Invoice Genius: Keeping creditor name for multiple invoices from the same creditor
Once you've entered an invoice and approved it, keeping the last creditors name in the creditor field so when entered water rates, council rates, OC fees, etc. you don't have to keep entering the creditors name. If the creditor changes, then you can just enter the new creditor.
6 votes -
Withhold Ownership Funds Automatically
It would be good if you could automatically set an amount to withhold from owner funds each month. This would allow sufficient funds to always be available to pay quarterly rates bills. We find at times that one months rent is not always enough to cover the rates levy.
4 votes -
Option for Interim Statement
Have an option to create an interim owner statement without generating a statement fee, and without clearing the statement period.
12 votes -
On screen transaction receipting - add in details available within csv report
On screen transaction receipting is missing several columns available within the csv report including the transaction date (some banking platforms downloads have different dates for living weekend transactions) and the reason for the rejection.
1 vote -
Invoice Genius - Provide the ability to complete multiple jobs with a single invoice.
When submitting an invoice for payment, it is common for multiple maintenance jobs to be assigned to the same creditor. At present, however, we are only able to indicate one job as being complete. It would be highly advantageous if we could have the capability to mark multiple jobs as completed with the one invoice.
3 votes -
Tenant Download - Recently Processed Files
For annual audit purposes we need to be able to access Recently Processed Files further back than five months.
3 votes -
Easily preview Statements to check information before payments
We can view through the eye statements although it is not how they appear when being sent to an owner and too large to be able to check especially on a larger rent roll. Ability to send statements to agency like the Income and Expenditure Reports so we can accurately check statements prior to sending to the owners
27 votes -
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
9 votes -
Option to email Owner receipt
Would be good if there was an option to email the owners a receipt when they pay funds so they can receive confirmation their funds were received.
15 votes
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