80 results found
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Email all properties under the one units plan
We need to send notices from strata every day to multiple properties under the one units plan.
It would make it a lot easier to send a bulk email under the units plan/creditor rather than going into each individual property to send it.1 vote -
Pop Up alerts when entering Tenant Vacating Details
We would love to see a pop up come up when entering Tenant vacate information for specific information that needs to be done for that property - e.g. we have one property and if it's going to be empty for more that a week the gas pilot needs to be turned off by the body corp maintenance guy otherwise the owner gets hit with a large bill when it's vacant. The pinned notes are not obvious enough unless you consciously click on them to see what they are.
5 votes -
Option to Add "No Bond Required" as Bond Reference for reporting
We have tenancies where it may be a leasehold, owners friend, family etc and a bond may not be payable but it will come up on the "no bond held" report.
It would be good if you could enter in "No Bond Required" in reference or as a drop down option so it had it's own report for filtering.
1 vote -
When creating a new tenancy will be great to have the tenancy ID which is BPay compatible reference.
BPAY Compatible Tenancy ID so when a new tenancy is creating, it allocates the BPAY number automatically rather than manually entering it. REST use to have that and it was a great
1 vote -
To be able to search using a contact's preferred name
Currently you can search a contact's first or last name, but preferred name does not work.
2 votes -
Have a periodic lease button to remove from expired lease page
Once a lease has expired and rolled into a periodic lease we don't want the tenant to appear on the expired leases. We want to mark the tenancy lease as periodic and keep the lease end date entered as a record that there was a fixed term lease previously.
145 votes -
Ability to Merge Creditor Profiles
Merging creditor profiles into one
3 votes -
deleting inactive creditors
We have a large portfolio and would like the ability to create a report of inactive creditors - both trades and other creditors so we can archive them on an annual basis and keep our records and database tidy. I have tried doing this through BI but it misses the creditors and doing it through Property Tree limits a search to 2000 records which is the size of our database so doesn't work either. Please advise if you have a better way.............. your support team recommended I put this idea here
7 votes -
Ability to archive a zero transaction property instead of delete
When you have a property and owner that have not had any transactions it would be helpful to archive them instead of having to delete them. Ie Sometimes we will sign up a new management and for whatever reason it doesn't go ahead in the end. We then can't account for that as a lost property in proper reporting and retain the data in PT, there is only the option to delete the profile.
2 votes -
Strata Company contacts listed under the property section
List the company name, p[hone and email address of the strata manager who is looking after the building in the event that works or reporting items that are on the common property
3 votes -
Creditors- temporary option
REST used to have a temporary creditor button when adding a creditor so they were all deleted at the end of month automatically This would save time having to go through and delete them manually
5 votes -
Automated email to Owners when Bank Account Details are updated
Send an email to Owners confirming that Bank Account Details have been updated
6 votes -
Invoice History
I'd love to see a section in the financials of all Invoice history for that tenancy or ownership instead of having to go through the ledger or scroll through the financials tap hunting for an invoice.
5 votes -
Ability to record on ledger if a tenant is removed from the lease
It would be great to have the ability to record when a tenant has been removed from a tenancy without having to create a whole new tenant card or simply delete the outgoings tenants details.
Deleting the tenants details and changing the profile name just erases the tenant and makes it hard to provide a reference for them in future.
Creating a new tenancy card means having to download and re-upload all files from the old card to the new and prevents the display of their previous history when generating a ledger.
Perhaps a procedure on the context menu of…
26 votes -
Add a date of birth section in the tenants profile
In the tenant profiles can a section to add Date Of Birth please be added. When doing many tasks such as leases, bonds, connections etc. this information is required and it is quite annoying to not have it be with the rest of the tenants details. Thank you.
38 votes -
tenant card show effective arrears
We would like the tenant card profile to show the effective arrears, not the arrears without part payment applied. The PM's go into the tenant card and see the red arrears amount and tell tenants they are in arrears, when the actually are not, as this is not effective arrears showing
9 votes -
Rent Review Timeline/Checklist
It would be good if we could have it set up that when you look at your rent review reports that it is set up like a timeline or checklist for each property so you know where you are at e.g. overdue, with landlord, instructions receive, notice issued, updated next rent review date, confirmation sent to landlord. I seen something with PropertyMe and Managed and I wish PropertyTree had something like this instead of reports in PDF and spreadsheets.
6 votes -
Ability to choose property as Rural instead of Residential
Regional agents manage rural property with some acreage attached. Would be good to have an option to have them listed as rural instead of residential.
2 votes -
Property Details - Theatre/Study
The property details section should have the option to include theatre/study so when looking at the property card for rent reviews/advertising, it is easy so see these additional features rather than just 4 beds, 2 baths, 2 cars.
8 votes -
Total Arrears on tenant profile should show rent/invoice arrears separately
In the tenant section the "Total Arrears" should only show the rent arrears & not invoices too, I suggest creating a section below that showing the total invoices owing.
9 votes
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