962 results found
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‘Recurring Invoice Summary’ on Accounting page
Can we please have the link to the ‘Recurring Invoice Summary’ report on the Accounting page > under Invoicing, instead of having it on the Trust & Reports page > under Transactions.
This would be consistent with where all other Invoice related reports are. For example: Create + Find Creditor Invoice, Create & Find Tenancy Invoice
However, to Create + Find Recurring Invoices (Creditor / Tenancy), we currently have to navigate to two different landing pages.
7 votes -
Add merge field without template
Could the option to select a merge field while typing an ad-hoc email be added, without the need to select a template? We lease a few homes to one single company and it would be very beneficial to have the Property Address merge field so we can add it to the subject line or in the body of text. Thank you.
4 votes -
Split past & current tenant arrears on dashboard
For the purpose of seeing both vacated & current tenants arrears at a glance
2 votes -
Money In and Money Out totals
"Total Money in less Total Money out = Disbursed funds" to be added to owners statement emails or to the bottom of statements. Income and expenses are over 2 sections of the invoice and are required to be totaled.
3 votes -
Duplicate Invoice to show date last inputted
When a duplicate invoice is detected it should include the date it was last put into the system and/or paid, as service charges and levies are commonly the same amount, in intervals throughout the year. This stops us having to check it isn't currently in the system for payment.
21 votes -
Invoice Arrears by days column option
Currently you can search for tenancies in arrears and days.
For states outside Victoria who invoice tenants regularly (water etc.), we require a report function to advise arrears by days - that is not via Business Insights.13 votes -
Automatic charge for routine inspection
While it is nice that Property Tree charge owner the routine inspection fee whenever we finalised a routine inspection report on Inspection Express. However, when we finalised an Entry or Exit Inspection, Property Tree charge the owner the Routine Inspection Fee instead of the Entry/Exit inspection fee.
Could Property Tree rectify this? Thank you.2 votes -
Property Tree Calender
Implement a calender into property tree that will pull across all rent increases, inspections, vacating tenants etc, that way you can pull up your calender for the day, EXAMPLE: if you've selected 'notify rent increases 14 days prior' it will be there ready to go for you 14 days before it is due.
14 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 -
Send Rent Receipt to Tenants after Applying Held Funds to Rent
We've noticed that when held tenancy funds are applied to rent (e.g. after a bond claim), receipts are not sent to tenants, as they would be if it were a direct rent receipt.
It would be great if this could change so that it's more transparent about how the funds are being used.
10 votes -
In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
16 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 -
Ability to retract emails
It would be great to have the ability to retract emails. We have had the needed to do this on a number of occasions
2 votes -
Inspection Change Audit
Information trail on who updates inspection times and reminders.
Example - agent moves all to an incorrect date and communications go out - we have no trail on who did this - unless user voluntarily admits to action.14 votes -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
3 votes -
Journal entries
We really need to be able to put journal entries through for accounts that may have been miscoded or correct a gst error on an invoice paid.
5 votes -
My idea is to change the rent arrears notice from the day the rent is due to the next day as the act state that the rent is due on or before
My idea is to change the rent arrears day from the day the rent is due to the next day as the Residential Tenancies Act NSW 2010, states that the rent is due on or before the day it is due. So, if the tenant pays their rent on the day it is due, they are not one day in arrears and they shouldn't be showing as they are in arrears.
33 Payment of rent by tenant
(1) A tenant must pay the rent under a residential tenancy agreement on or before the day set out in the agreement.By…
2 votes -
Automated Lease Expiry/ Lease Renewal message to owners and tenants about specific recommendations on upcoming renewals.
Hey Team!
It would be handy to customise lease expiries/ lease renewals communications on specific tenancies, such as a "task" orientated set up specific for lease expires/ lease renewals on individual properties.
Basically what I want to do, would be to customise an email to an owner recommending an increase amount and renewal for 12 months, however rather then creating our own email and sending it every month in advance to every owner, it would automatically be sent on a specific date that we set.2 votes -
Set Ownership Payment date
Having the flexibility to set a payment date when rental providers request monthly payments only without specifying a specific amount.
3 votes -
Event Driven Fees for Tenancy - To enable to charge a Fee (or add a Credit) while receipting
Adding Fee's while Receipting
10 votes
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