1044 results found
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Add Account Description Column in Find Transactions
Please can we add a account description column next to the account code column in "find transactions". It will make it easier to read exported Excel reports without having to do a vlookup function.
2 votes -
Export All ledger type reports in Excel format
Our trust account auditor struggles with this every single year. They need the reports in excel format for analysis and testing which we cannot provide. Please enable the ability to export these reports in excel.
4 votes -
bank details to be entered by separate authorised user when creating new creditors
one user have access to create new creditors, however, not the bank details section. This is to be added by another authorised user. Or one user able to create the creditor inc bank details, however, needs to be authorised and approved by another authorised user.
1 vote -
Schedule routine inspections on Common Properties
The ability to schedule routine inspections for common properties without a linked tenant.
1 vote -
mail merge templates need to be more user friendly
Mail merge templates for emails need to be more user friendly. Currently if you want to add an image you need to copy from an image on the internet - you should be able to copy an image off your computer. You also cannot add things like editable tables to the mail merge. To be able to provide comprehensive data to landlords adding a table would be ideal. The mail merge templates should function more like a normal word document merge.
1 vote -
Ownership statement improvements for owners
Ownership statement template improvements
Template fields to include respective "Property Manager" for signing off.
Have one link to which consolidates both the ownership statements and creditor invoices – this “one click” consolidation into one document is an appreciated convenience for owners to have statements and supporting documents in one file.
2 votes -
rent receipts to company when tenant has no email
When the rent is receipted and the tenant has no email, then send the rent receipt to the company inbox so it can be printed and sent to the tenant - like how PT does this with Automated Communications.
2 votes -
Owner and Tenant Portals - Post your feedback
Hi Supporters! We're wanting to refresh the Owner and Tenant Portals and invite you to comment below any feedback regarding this. What do you like or dislike about the current Portals? Is there additional information that you'd like to provide to your Owners and/or Tenants? All previous Portal suggestions have been noted for this project.
76 votesWe are pleased to advise that new Owner and Tenant Portals are now in Development! This will be accessible on both web and Apps for Owners and Tenants. We'll let you know once this is available for EAP and general availability.
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Batch Payment Payee Description eg agency / bond/ owner/ creditors
Batch payments have a reference number and no payee description. Is it possible to have the payee group listed, rather than having to drill down on the transaction to identify if it is a creditor, agency, bond or owner payment. If it could list the batch payment payee that would be helpful and time saving.
1 vote -
Have bond increase calculate automatically
With the new feature where a bond increase can be added with a rent increase, its it possible to have Property Tree calculate what the increase is rather than relying on users calculating this leaving room for mistakes. This could be a pre-determined setting based on bond being equal to 4 weeks rent or whatever is set up for each account.
2 votes -
Bulk email owners based on compliance status
ability to bulk email owner's based on compliance status i.e. email all owners who manage their own smoke alarms and that are past due.
24 votes -
Have the ability to search Portfolio by Owner and Tenant, not just property
Have the ability to search Portfolio by Owner and Tenant, not just Property
1 vote -
Inspection section on dashboard
On the dashboard have an inspection summary.
Show stats like:
Inspections Overdue (Confirmed and passed their inspection date)
Inspections incomplete (Tentative and passed tentative date)
Inspections confirmed for the next 30, 60 & 90 days;
Inspections cancelled per month
Properties with no inspections
Number of days since last inspection closed16 votes -
Apply a due date to maintenance requests for trades
When issuing a work order for a tradesperson, we should be able to select a due date that they need to have this completed by. If they don't complete it by this due date, we can then filter through overdue work orders and follow up from there.
28 votes -
Automated email to Owners when Bank Account Details are updated
Send an email to Owners confirming that Bank Account Details have been updated
6 votes -
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes (I.E when an open home is scheduled in VaultRE this sync/showed in our apple calendar)
3 votes -
Complete maintenance with no creditor
Sometimes we put maintenance in for a reminder to ourselves that the owners direct tradie or the builders have to attend to under warranty. We don't get their information and/or they are not a creditor that we pay and we don't send them through the system, having a way to close the job as completed by external party would be good rather than just cancelling the jobs.
5 votes -
Key Register - option to print residential or sales key list
There should be a filter for printing commercial or residential only key lists.
3 votes -
Save EOFY statements against Owner profile for owners that receive by post
Owners that receive correspondence by post don't have their EOFY statements saved against the owner profile anywhere for easy reproduction/ viewing. It would be great if they auto save in communications or documents when being created at end of year.
17 votes -
Username to be recorded with actions
Property Tree could incorporate a user action logging system where every action taken by a user, such as inputting an invoice or canceling an invoice, is recorded with their username.
7 votes
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