1084 results found
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Automated communication - add more merge field
We need the "Rent Increase Date" merge field for automated communication, "Lease Expiry: Ownership" to notify the owner when the rent is due to increase.
1 vote -
Payments List Report to be in order of property address not owner's name
It would be great if this report was in property address order under creditors paid rather than owner's name.
2 votes -
Adding an alert or notification to PM's when a lease is going to expire
Adding lease expiring alert/notification functionality. Currently Property Tree functionally allows for emailing tenants and owners this notification, but there is nothing to alert a PM that the lease ending, which would really help a PM manage their own portfolio.
This would take away for the manual need to add reminders to separate platforms such an email calendar, which isn't efficient and creates extra work for a PM. It would also eliminate human error.
A simple alert when at a time of the PM's choosing (ie. 3 months prior, 6 weeks, 1 month etc - I also think this function should…
3 votes -
assign agent for routine inspection
• Add point of contact email address as a template field
3 votes -
Ability to configure Automated Tasks
Automated Tasks please:
- when the rent is due for review
- when the lease is due to expire
- when a vacate date is entered
- when a new tenancy is entered
- when compliance is due to expire
that is all :-)
12 votes -
Saving drafts in communications
When half way through an email in Communications, being able to go out of the communications and the email saving as a draft rather than losing it all together
20 votes -
GST registered or not strata plans
In Creditor Profile there is the Strata Details section which is where should be able to make the strata plan GST registered or not, the next section is Company where the strata management company details are and in that there is a way to exempt GST but as each strata management manages multiple strata plans some plans may be GST registered and some not
3 votes -
vacate
It would be good to have other categories in the tenant vacate tab
- NCAT orders i.e. when the termination order is a suspended vacate date, or payment plan, rectification of breach, or
- Payment Plan i.e. when tenant has entered into a payment plan - still in arrears, but complying with the breach therefore not technically "vacating" or "termination"
1 vote -
Flag communication emails and auto completing
Being able to flag emails in communications that you may need to come back to but don't want to forget.
Emails automatically completing themselves after a certain time frame e.g. 3 months.
1 vote -
rent roll import tenant rent schedule
When purchasing a rent roll and importing an excisting tenancy we need at least the last rent increase to come across in the rent schedule but the entire rent schedule would be more accurate and helpful
2 votes -
Automated email alert to owners once a document is uploaded in their owner's portal.
Automated email alert should be sent out to owners once we have uploaded a document in their owner's portal. Sometimes we upload important AGM notices and other emails, it is important to alert the owners that a new document is uploaded in their owner's portal instead of them not knowing when to login to their portal to view important documents manually.
1 vote -
Tenants are not on the "Effective rental arrears" list once their last day of tenancy is entered in PT.
Tenants are not in the effective rental arrears list anymore once their vacating date is submitted in the PT. So we as an agent are not informed if they are effectively in arrears until we go into the Tenant's Portal to find out manually. This error is definitely need to be fixed. So we get to know in advance that the vacating tenant are in arrears at the time when they move out. So now my tenant moving out next week have more than 4 weeks in arrears now because I was not alert of his rental arrears. Please fix…
1 vote -
Show software version number at base of each printed report
Show software version number at base of each printed report - this is required for each audit report in Queensland and would save time for both agents and auditors.
1 vote -
Delay Send Option for Communications Emails
Option to delay delivery of emails and mail merge communications, like outlook.
1 vote -
Match and allocate arrears amount for tenant download
When using the tenant download, can funds be receipted automatically when the amount paid matches the arrears amount? At the moment, it rejects because it may not match the normal monthly rent as it's a part payment, and we have to receipt it manually
4 votes -
Ability to add a forwarding address for a vacating tenant
Ability to add a forwarding address for a vacating tenant
15 votes -
Find note report to include property address
I need to generate reports from information that is stored under notes. However, the property address is not included in this information, which still creates a lot of additional work. Please can a column be added to at least include the property address.
1 vote -
operator who processed creditor invoice to show on creditor ledger
It is important to have the ability to identify the operator who processed a creditor invoice so that if there are errors further training can occur. Presently it is really difficult to get this information, other than trawling through the 'information audit report', in which case you need to know the date it was entered and currently neither the ledger or the outstanding invoice report shows this information, only the due date.
9 votes -
Missing Invoice Alert
We should received a notification email to list out all of the quarterly invoices that we are missing on for quarterly invoices like Sydney water, strata levies and other quarterly invoices that we should entered. This is very important to alert us as agents that we should be receiving these missing bills on a quarterly basis and to avoid interest charge on the invoices.
3 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
40 votes
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