88 results found
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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
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