44 results found
-
can we add property tag as a filter for Gained & Lost Managements reports
When generate Gained & Lost Management reports in PTree, can we add a filter by property tag
1 voteThank 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!
-
date selector
When will you be resolving the issue when trying to enter a date, all the past dates come up so you can't actually see the calendar. The only way to get rid of it is to hit the Esc key.
Surely this can be rectified and would improve efficiency.
1 voteThis is to do with autofill on the web browser - to remove these past dates from appearing (or any list of auto fill text that appears on any web page), right click on each entry and click Shirt + Delete
-
Report for Commission invoices
To be able to filter what type of Invoices you require. e.g.: commissions, advertising etc.
So you can see who has been sent an invoice and has paid or not and also reporting income expected.
The report would be very helpful in cash flow control.
1 voteThank 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 UserVoice!
-
Weekly agency report
Since changing to bricks and agent the property tree weekly agency overview does not pull through "open" jobs where the external jobs sit.
Would be good if this section pulled through and also arrears be customisable to effective and it is currently showing period which is not taking into account all of the tenants that have paid additional rent to change their effective date.1 voteThank 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 UserVoice!
-
To develop a report that lists owners that receive flat monthly payments
To develop a report that lists owners that receive flat monthly payments
2 votesThank 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!
-
Team Leader Version of PropertyTree weekly agency overview
A weekly generated email to the Team Leads, similar to that of the PT weekly agency overview would be great - outlining where their staff and portfolio's are at.
Providing a view to on a Monday morning would be extremely beneficial in setting their management week week up for success.
2 votesThank 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!
-
Download agency ledger as a csv
Download agency ledger as a cvs as this is the report that gives a line item breakdown of each period's agency statement. The fee report that CAN be downloaded has to be adjusted for GST AND always has some reconciling items due to part payments.
2 votesThank 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!
-
Dashboard lease expiry
Would be great if once a vacate date was entered in the property only shows in the vacancies dashboard instead of showing as an expiring or expired lease. Seperates what leases you are still in process of following up and finalising to which properties are not renewing their lease.
2 votesThank 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!
-
Export all information, like Rest Professional
Ability to have a report with everything and then filter out what isn't needed (like REST export). PropertyTree is very limited on what can be exported and needs more fields available
8 votesThank 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!
-
Add more information to the Manage Rent Roll/Valuation report
This report currently has a lot of missing information or combined information in the same column which makes it difficult to use. Some suggestions to improve this report: Separate out the rent amount and frequency under Actual Rent so the rent amount can be calculated like every other numeric column. Add lease start/end dates. Add outgoings for commercial properties. Ability to add a multiplier when generating the report like the Rest Business Summary. Add Year Management Fee column (Annual Rent x Management Fee).
7 votesThank 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!
-
Tenant accounts report
A report option to generate to show all current tenant accounts due so that we can see it before it ends up as an overdue account. This needs to show unpaid and part paid invoices.
1 voteUnfortunately, 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 UserVoice!
-
Property Report for Water Information
Have a report that shows all water information (effeciency, dates, kl etc), as well as water compliance information
6 votesThank 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!
-
Add 'days to lease end' date to Lease End Date Report
So that when you print your lease end date report, you have a very easy to read column that shows how far out the lease is from expiring. Perfect for rent increase notices. Saves calculating the dates.
2 votesUnfortunately, 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 UserVoice!
-
Ability to add more fields to drop down boxes on reports
When creating reports can we add more fields to the drop down box
eg: phone numbers to a Management Authority Overview.2 votes -
New Suggetion - Reports in Excel Format
Just a suggestion.. will you be able to update the PT in a such way as to get the reports in excel. It'll make our life easy to do many analyses in our company.
1 voteThe Property and Tenancy reports can be exported to an excel format, however trust accounting reports open into a PDF. Business Insights reporting can be customised and then exported to excel which is great for this request also
-
When searching for an owner, see what properties they manage in the list
When searching for an owner you cannot see what properties they manage. Would be good to have this linked so when you search for the owner their properties also appear. When have the same owner entered more than once cannot tell which is which
4 votesThank 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!
-
Accumulative Revenue Report - 12 month period of Financial Year
It would be great if PT could produce an accumulative 12 month revenue report - currently you can only produce a monthly statistics report. You can export it from Business Insights but for some purposes this is not suitable. Thanks
2 votesUnfortunately, 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 UserVoice!
-
Increase font size on batch payment reports
Hi can you please increase the size of the font on batch payment printouts. It has decreased in size since February update and is too small. Also I would prefer to have my lists printed in alphabetical order and not dollar amounts.
3 votesThank 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!
-
Add a filter option to include email address when generating routine report
Add a filter option to include email address when generating routine report
2 votesUnfortunately, 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 UserVoice!
-
Print the Tenancy Overview Report
Tenancy Overview, option to Print. Also to have tenant contact details on the report. Ability to send to all contacts not just main contact
3 votesThank 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!
- Don't see your idea?