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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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Property Tree

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64 results found

  1. With ‘REST’ even if a tenant was short by a dollar/cent, it would never move them forward a month!!!

    MY QUESTION TO YOU IS : Why is this happening with Property Tree?

    1) We are answerable to owners, who question us (and)

    2) Tenants think they are fine with payments due to the Paid to date reflecting they have moved forward by a month
    hence nothing owed for which we are having to explain to them . This is time consuming & annoying !!!

    If an old program like ‘REST’ could do it, why can’t Property Tree. Please update your…

    2 votes

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    Referred to support - Rent should never roll into another period unless the full amount is paid, taking into account any part payment. The ledger shows a column specifically for the part payment (next to the paid to dates), and also a column for credit (next to the payee name).

  2. Most recently there were options added to the Ownership type field to include Ownerships with a Pay amount which is fantastic. However since this change once I am looking at statements on page 2 for instance, if I remove an owner from Page 2 PT automatically takes me back to page 1, I then have to go back to page 2 and try and remember where I was at. Since the change the payments dont scroll continuously

    1 vote

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    Thanks for your feedback, this has been escalated via our support team. If you come across anything in the future that is not working as it should, please reach out directly to support, as they will confirm the issue and escalate it directly to the Product Team.

  3. There is currently not enough control when you update the rent schedule.
    Once you update it, you simply get a confusing message that it will change the effective paid date or paid to date.
    I was told this stuff up a lot of property manager as any update should have been an addition instead of editing the rent schedule.
    Therefore, if the rent schedule update won't affect the historical rent. This will stop stuffing up Property Manager

    1 vote

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    The ability to update the current rent schedule is to help users when a correction needs to be made. If accidentally selecting edit, rather than add, the prompt clearly tells the user what will happen if this is done. A user should always add a rent change to the schedule when doing a future rent change.

  4. Can I have more than one pay Agency account details to choose?
    Since I have one biz account for rental management fee and another account for Sales Commission.

    1 vote

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    You can only have one bank account for general accounting details (to pay out from Property Tree). You can have multiple customisable "accounts' set up within Property Tree that your fees are charged and collected against, so when this is paid from Property Tree to your general account you can easily see which amounts relate to rentals vs sales.

  5. When you have money moving in and out of the Held for Tenancy area the tenant ledger balance totals are incorrect. i.e recently I had a tenant vacate and we had to refund them an amount of money for overpaid rent (routed through tenancy held funds) and now the running balance on the ledger is incorrect. Can this please be fixed?

    2 votes

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  6. We charge $110 for the income and expenditure report, however the email the owners recieve looks basic, can we make this look better, considering this is a major one off fee we change to the owner to recieve this email and report.

    2 votes

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  7. That it has a option for longer then 12 months so that owners that live overseas that need diffrent time periods that are for example as 13 months as the dates are within same month for the country they reside in

    2 votes

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  8. Why does a cancelled transaction (eg creditor payment) have to show on the Income & Expenditure statements...showing as a credit.

    Show the cancellation on the Owner and creditor ledger but why on the I&E?
    Yes the total figure is correct but Owners and Accountants get confused by this.

    1 vote

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  9. My idea is to change the rent arrears day from the day the rent is due to the next day as the Residential Tenancies Act NSW 2010, states that the rent is due on or before the day it is due. So, if the tenant pays their rent on the day it is due, they are not one day in arrears and they shouldn't be showing as they are in arrears.

    33 Payment of rent by tenant
    (1) A tenant must pay the rent under a residential tenancy agreement on or before the day set out in the agreement.

    By…

    2 votes

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


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  10. 1 vote

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


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  11. When paying selected creditors (and not all) apparently it will pay ALL outstanding creditors irrespective of due dates. Which means entered instalments for Council rates will not work. This needs fixing as we are a large agency and need to pay statutory rates and taxes weekly - not all creditors - just statutory rates and taxes.

    2 votes

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  12. It would be great to have an alert on the tool bar that tells you when you have items in invoice genius, important for when you don't use it every day and someone is trying to communicate with you.

    2 votes

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  13. Taking so long to upload to invoices, sometimes 5mins per document which is time consuming

    2 votes

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


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  14. In PT you can only edit the Owner's contact payment information to either EFT or Cheque.

    The EFT method requires AU specific account details which for any Owner with an international account is impossible to provide.

    As a workaround, our accounts team set the method to Cheque as it is the only alternative in this scenario, of course, they do not process the payment by Cheque.

    Owners not happy with this as not accurate for their financials and reporting

    2 votes

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    Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.


    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


    Thanks for supporting User Voice!

  15. When cancelling a receipt there is no actual button shading over the "Cancel Receipt" - I didn't think it was a button - I just thought it was greyed out and therefore couldn't be used.

    2 votes

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  16. When an invoice fee is charged, the invoice is referred to on an owners statements

    2 votes

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    We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.


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  17. When owners with multiple properties receive their Statements (as we deal with each property separately, a Statement for each one) it just says on the From: ABC Real estate and the subject is " Ownership Statement from ABC Realty. They want the subject to show the property address then when they are searching their emails they can find it easily.

    Thanks

    1 vote

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  18. To update the Income & Expenditure Statement template to include the wording 'Ownership' or 'Ownership Name' before the Ownership Name/ID is displayed.

    2 votes

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  19. It would be so helpful when "creating creditor invoice" to see the property manager whom manages the property - giving a clear indicator if the property is commercial or residential. this would really make the data entry process quicker and reduce mistakes

    2 votes

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  20. Ability to set Installments in invoice genius, without holding the full amount

    E.g council rates

    Whilst the plug in of invoice automate provides this and a lot more automation, having this ability in core Property Tree would be beneficial for us.

    2 votes

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