964 results found
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Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
8 votes -
variable outgoings reconciliation tool
Great to see and hear of the new features for commercial - would be great to have access to a variable outgoings reconciliation tool for commercial within PT
27 votes -
Adding Property Information from the existing property list
We are a SDA provider, most of the time there are at least two tenants (2 sperate tenancy agreements) in one property. When we are adding a new property, it should allow us to select 'existing property info' so it save us tons of time to enter the detail again and again.
1 vote -
Due date calculator
A due date calculator for AP invoices would make my day! Something similar to the rental calculator (converts pm to annual and per day etc), where the calendar pops up for due date, perhaps it could include a calculator for 14 days from this date, 30 days from this date etc. Fairly minor improvement but it could help with time.
5 votes -
Invoices Tab for Owner
Under owner have a tab INVOICES which shows all invoices paid or pending in one list - not having to look through statements or recent transactions
14 votes -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
2 votes -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
2 votes -
Adding Lease End Date Weekday Field to Mail Merge Fields
In QLD we now need to send a Notice to Leave with every lease renewal in order to prevent the tenancy from rolling over onto periodic. If there was a field in the mail merge print templates that had the Lease End Date - Weekday, which filled out a field with the day of the week that the lease is due to end, this would be so helpful. It would mean that QLD users could automatically send mail merges with a fully populated Notice to Leave attached. This would save heaps of time as we have to do them all…
2 votes -
Task Calendar or To Do List
I want to be able to view my daily/upcoming tasks in a calendar on my dashboard
11 votes -
Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance
Currently we cannot input budgets into property tree, we can only print out income an expense reports which means we have to manually do a spreadsheet to follow budget actual v projected.
7 votes -
create owner invoice for payment
Ii would like to be able to create an invoice for the owners to pay for things like advertising or other charges that they may wish to pay direct rather than from the rent. Similar to a tenant invoice or commercial rent invoice but for the owner.
109 votes -
EOFY Report - Longer than 12 month period
That it has a option for longer then 12 months so that owners that live overseas that need diffrent time periods that are for example as 13 months as the dates are within same month for the country they reside in
2 votes -
Find Invoice from Tenancy Profile and Owner Profile
It is currently not possible to see any PAID Tenancy Invoices from the Tenancy Profile > Financials tab.
Any chance you can add a ‘View Invoices’ button to the Tenancy Profile > Financials tab > Outstanding Invoices section, which then takes you to the ‘Find Tenancy Invoice’ screen, with the filter for the individual Tenant already selected?
It would work exactly like the already existing feature for ‘View Fees’, but in this case it’s for Tenancy Invoices.It might also be good to have that feature available for the Creditor Invoices on the Owner Profile.
26 votes -
BPAY Details
Ability to give Vendors and Purchasers a BPAY ID as it appears Vendors ID numbers can be changed. This avoids having to give out trust account details and helps protect parties from emails being hacked and account details being altered.
1 vote -
Recording Sales and calculating occupancy costs
Allow Property Tree to record monthly reported sales from tenants to understand occupancy costs, determine if percentage rent is payable and create meaningful tenancy schedules.
1 vote -
automatically feed if owner is registered for GST when invoicing tenant
Have a feed or synch when entering a creditor invoice as you are invoicing the tenant it feeds if they pay gst and GST needs to be added on top of rate instalment (that does not include gst but we need to charge if LL is registered) we are having to manually check each time very time consuming
9 votes -
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
please can we have a filter option on our creditors list to show a category, for example, plumbers or gardeners
1 vote -
show unpaid tenant invoices on the tenant screen
On the main screen for tenants there should be a way to see any outstanding invoices, arrears do show but it should show all unpaid invoices sent to the tenant
5 votes -
Auto creation of Tasks once lease vacation & renewal occurs
Once vacate date/ vacation approaches & lease renewal occurs > triggers tasks to be generated
3 votes -
MRI Inspect Web Page available as an App
Would be great to have the MRI inspect web page available on an App. This would allow syncing of inspections from Web to App whilst out on the road from a device.
2 votes
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