98 results found
-
including effective arrears report for commercial
The ability to run an arrears report for Commercial using effective date as well as periodic the same as residential
3 votes -
More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
15 votes -
Rent Summary Report to show more information
The Rent Summary Report within the Tenancy Tribunal report is a very difficult report to explain at tribunal when an explanation is required eg to a judge and or tenant
It would provide alot more clarity if the Date Paid column also included the paid to date of the rent paid at that date. This would explain the Arrears Amount column as well.
10 votes -
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 -
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 Fees5 votes -
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 -
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 -
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 -
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 -
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 -
Change wording on the receipt
Update the wording on the receipt to say "incl Part Payment"
11 votes -
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 -
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 -
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 -
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 -
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.
2 votes -
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 -
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 votesUpdated and ready for votes
- Don't see your idea?