1084 results found
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Add a {CurrentUser_Position} field into PT and to Mail Merge
This would involve adding a "Position" field into the "Update User Details" page and then a {CurrentUser_Position} field into the mail merge template.
It would allow more flexibility when generating emails.2 votes -
Owners Statement
An owner has requested that his statement has the EFT details of payment removed for fraud purposes.
Currently the account number is partially blanked out where you can only see the last digits.
We would like the option of a statement where this is removed completely for those owners who have security concerns.
3 votes -
Suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing
I’d like to suggest adding a “Filter by No Tag” option in the property listings view, so users can easily check which properties are missing tags.
I believe this would greatly improve usability and should be relatively straightforward for your team to implement.
3 votes -
Trigger for Tenant Receipts
Have the ability to send a tenant receipt when funds have cleared not when the bulk direct debit batch is processed.
Send an email to the tenant to advise the direct debit has been processed and once the funds are cleared, you will be issued with a tenant receipt. Once the clearance days has passed and banking has been completed, have the option to send tenant receipts for cleared funds.
This avoid having to manually send it when doing the bulk direct debit (which sending them is manual and can be forgotten) and also it is manual to send the…
1 vote -
Pay Agency
Do not allocate the management fee until the rent as cleared.
I am finding that with direct debit, the management fees are being allocated to the agency and if you pay the agency these are paid out before the funds are cleared.
PT does not release uncleared funds to an owner so why release the management fees to the agency when the rent has not cleared.
1 vote -
Remove Uncleared Funds
Remove uncleared funds from the landlord end of month statement.
Feedback from clients is that it is not relevant to have this on the statement as the funds are not cleared so how is it relevant to report at end of month. If the funds clear it will appear in the next month which is how it should be.
I have also had this feedback from clients who have large portfolios have their accountants have requested the same thing.
1 vote -
delivery in communications
Like we can see in the communications tab we can see when the recipient has open email etc.
Can we have this tab when we click on the communications when in the tenant or ownership account.2 votes -
Provide CPI figures which allows us to know the new rent
On Released and Cirus8 they provide the last quarter CPI figures and calculates your tenants new rental amount. This saves the PM significant time in searching for CPI figures and performing the calculations
15 votes -
Keep communications being sent in a thread via Property Tree
For example if I send an owner an email about their routine from PT and the response is received to my outlook emails, can I link the owners reply back to my email in PT so that way i can keep the same thread going amongst other things like lease renewal responses from tenants and owners etc.
7 votes -
Find Profile - Filter by Property Type (Commercial / Residential)
Under "Managements" -"Find Profile" a "Type" of profile to select should be Commercial. Currently we can only choose "Properties" which filters ALL properties. "Type" of profiles to search to be added could read Residential or Commercial. Adding Tags to properties not ideal.
5 votes -
Taking tenant receipt - held for tenancy balance incorrectly shows owner balance
When taking a tenant receipt the new 'Held for Tenancy Balance' field is incorrectly showing the amount currently held for the ownership, not the tenant held funds amount. PTree, please correct.
1 vote -
Archive for documents tab
When in documents tab it would be of great use to have an archive folder so that old or expired documents can still be accessed however current documents would be quicker and easier to find.
5 votes -
Find tenancy invoice
When running the report in "Find Tenancy Invoice' it has a box you can tick for "Include Archived Tenancies"
There is no filter in the columns section to see a vacate date. You are unable to identify what tenants are current versus archived on the list, they are all in one.
1 vote -
Tenancy ID merge field for Rent Increase Auto Communication
An enhancement to our auto communication templates for rent increases. It would be incredibly useful to include the Tenancy ID as a merge field in these templates.
This addition would streamline our process, especially in cases where tenants are paying their bond top-up directly to us. Having the Tenancy ID clearly referenced helps ensure payments are correctly allocated and reduces the risk of confusion or mismanagement.
We believe this small change could make a big difference in efficiency and accuracy.
2 votes -
Include the date in the Maintenance requests tab, so that one doesn't have to physically open the maintenance job.
Include the date in the Maintenance requests tab, so that one doesn't have to physically open the maintenance job.
2 votes -
Archiving a tenancy when management is lost
When you have a lost management and this is ticked in the property, you should be able to archive the tenancy without putting in a vacate date as technically they have not vacated. This would be useful if the tenancy has a rent credit and the ownership has already received the funds.
26 votes -
rental increases
When I am entering a rental increase I should be able to auto update the dates of the last rental increase and next rental increase. If an auto is not possible I'd expect to see an option on the same pop up as the rent increase to update the dates at the same time in one screen
2 votes -
Edit list editor
Currently you can add categories to the 'List Editor' section in PT but you cannot disable categories you may not use causing the list to be extremely long when sorting and allocating documents you are saving etc.
It would be good to be able to untick categories we may not want to utilise.
1 vote -
Allow inspection notification al
Allow the 3 inspection notification's to be sent to tenants in all inspection settings. Currently they stop on proposal, second and third reminder are not sent unless the inspection is manually changed to confirm.
1 vote -
Turn off Sending PDF Copies of Original Invoices to Tenants
With the 'New Release' that occurred in September we have since had several tenants question who they are to be paying funds to when we send them invoices, now that they are always also sent a copy of the original PDF (ie. Water Corporation Invoices).
The ability for individual agencies to turn off/on this "feature" would be imperative to ensure monies are paid to the correct persons where required.1 vote
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