1078 results found
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Maintenance Snooze Date
It would be great if maintenance could have a due date on it so that it is only shown in the maintenance list if it is due, similar to a task? With the option to filter to see all maintenance as well. But at the moment when I look at my maintenance list I'm overwhelmed by what needs to be action, but often I'm waiting for quotes/approval and sometimes I don't need to action it for 2-3 weeks, so it would be great for it to be removed from the list until it is due to be actioned, so that…
11 votes -
Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
4 votes -
3 votes
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Enable creditor credits to be entered
When a creditor gives a refund (credit) against his original invoice.
It would be good to allow the credit to be entered against his previous invoice or on his ledger.
Even if it leaves a credit balance on the creditor.1 vote -
Deletion of data
I would like to suggest that documents are automatically deleted from the file if archived 7+ years - to be in alignment with privacy requirements
OR
Report to be generated showing files that have been archived for 7+ years so we can review and delete documents accordingly1 vote -
workflow
the ability to email a tenant or owner from a workflow. It seems it can only be done under the tenancy and not the property
1 vote -
turn off automated reminders
It would be great if we could select to have automated reminders off on weekends and public holidays. Currently we have to manually turn off on a Friday and back on Monday. To have an option to have them automatically switch off for these times would be fantastic and stop a lot of abuse and grumpy people emailing to say a payment has been made and we don't receipt over weekends. Despite having an automated email advising everyone, they don't seem to read these.
1 vote -
Option to bulk edit & close Ingoing inspections
As you are able to bulk edit and close routine inspections in Inspection Summary, also have the option to do this for Ingoing inspections (for apartment/co-living accommodation configurations).
1 vote -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
1 vote -
Drag and drop on iPad
I can't drag and match on reconciliation on an iPad
Can this feature be enabled1 vote -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
7 votes -
remove archived tenants from drop down when making an email
If I'm send the owner an email for eg a rent increase remove the old tenant from the drop down menu. If they are archived why do I need to email them?
1 vote -
COMPRESSED BPAY REFERENCE NUMBERS REJECTED BY BANK
Every mid-month and end-month I encounter a very frustrating issue involving BPay batch payments. Most strata invoices and some other creditors have very long BPay reference numbers. DEFT Payment Systems, for example, have 16 digit reference numbers.
The issue is this: When PT generates the BPay batch file for uploading, PT compresses the long reference numbers when generating the Excel spreadsheet which is then imported to our bank trust account. A long reference number gets converted to 85730570+16, for example. The bank trust account rejects these compressed reference numbers due to an invalid character (the '+' symbol).
I have to…
1 vote -
Better Search Function
It is very frustrating that the SEARCH in communication is VERY basic. We can't search via SENDER, or have too many words, or little words. The filter option is also very basic. Keyword is only what's on the Subject Line. It's very frustrating trying to search for old email and we potentially don't quite remember the title of the email, or the title of the email was something generic like Ownership Statement. If it can search Subject line, Sender line, email content, or combination of different areas.
1 vote -
An agent should be able to pick and set the default statement style for when entering a new owner
Owner statements
1 vote -
Property Listing Type
We sign up General Sale Authorities in our office which have no expiry period. It would be great if we could have an option in "Listing Type" to select General Sale Authority and the authority period displays N/A. We currently make an important note to display it's a General Authority. It would be helpful if B+D could reflect this in the listing screen under listing type. Thank you
1 vote -
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
Vacate email should contain information such as confirmation of vacate date, rent owing, preferred cleaners/gardeners etc.
Other platforms have this functionality, and it should prompt the user in a pop-up when entering the vacate date on if they would like to send the vacate information email to the tenants and owners.
1 vote -
Bond Section - No Bond Required Option
We have a few tenancies where they hold no bond (mostly as owner requested not to/family friend etc)
We cannot edit the bond REF section to say 'No Bond Required' and or add a description unless the amount is greater than '0'.
We do not want to enter an amount as then it will have those funds as outstanding and we would like the reporting to be accurate.
Can there be a way to have a section for 'no bond' and or be able to write into what's available with the amount being kept as $0.
2 votes -
notification for failed emails
Notification to team member when an email or SMS communication FAILS and the reason so it can be rectified asap.
1 vote
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