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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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95 results found

  1. Ability to filter by tags and portfolio on the Contacts Summary

    It would be great to filter the Contacts Summary by Portfolio & Tag.

    6 votes
    Ready for Votes  ·  1 comment  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  2. Trust & Reports - Ownership Funds - Outstanding Invoices

    This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
    We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees

    5 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  3. Tribunal Report - Have the option to select what prints

    We want to have the option on what we want to include in the report when generating. Don't want owner contact details, owner notes and owner portal communications on a tenancy report. Others may want/not want other things

    14 votes
    Ready for Votes  ·  1 comment  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  4. Feedback wanted: Global Search changes

    Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes

    • Ability to search for phone numbers and email addresses
    • Ability to search for separate contacts
    • Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?

    …

    8 votes
    Ready for Votes  ·  2 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  5. Weekly Summary Report arrears information

    The weekly summary report that comes through shows rent areas as period which is not a true reflection of the rent arrears. Would be good if this report was customizable for the company or if it shows rent arrears as effective or even both period and effective.

    6 votes
    Ready for Votes  ·  1 comment  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  6. Find Creditor Invoice - Filter for Paid date from/to

    Love the improvements to Find Creditor Invoice Search over the years. New search can include Due Date From and to. Could we have option for PAID dates

    3 votes
    Ready for Votes  ·  2 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  7. More filters when generating reports

    Ability to filter reports by Suburb/Street Name, Bed/Bath/Car (on Find Profile, Rent Reviews, Tenancy Leases). Tags are good but we end up duplicate this information that is already in the profiles

    13 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  8. Change wording on the receipt

    Update the wording on the receipt to say "incl Part Payment"

    11 votes
    Ready for Votes  ·  2 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  9. 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 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  10. 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 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  11. 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 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  12. EOFY Summaries in a spreadsheet format

    We have had a lot of owners request for their EOFY statements to be sent to them as an excel file rather than a PDF file.

    It would be great to have this option to generate the statement as an excel file - if and when required.

    3 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  13. To find a creditor, not just by name but by profession or trade

    When you want to look up a painter for example and do not have any names, you cannot find without a name of the tradesperson or company

    4 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  14. Update to options for Statistics Report

    Would be wonderful if we could produce a Statistics Report selected by Tag.

    This would allow us more flexibility in Reporting monthly data.

    Thanks.

    3 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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  15. Column headings on all forms should be display on each page

    Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.

    3 votes
    1 comment  ·  Search, Filters and Reports  ·  Admin →
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