961 results found
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Key number format
We have residences that have multiple rooms and we assign keys per room and also have groups/region of keys with a letter to distinguish the group/region eg:
A15/1
This format is not currently accepted as a key number.
We NEED to be able to record our key numbers in this way.
Currently they are recorded as eg: 15/1 but this will not prove acceptable moving forward.
5 votes -
Compliance Documents - File Name
When adding documents to Compliance tab under the new 'Register' feature the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
22 votesCurrently the file name does accept using a dash, full stop and underscore however does not allow for commas. We are discussing this with our development team
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Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected..
Be able to Inv a commercial tenant for GST only and have it show on the owners account as GST collected. This is used when a commercial tenant pays the bill direct to the supplier instead of the realestate. Owner is still entitled to collect gst and atm we are unable to inv for just the GST portion without it showing in the amount excl GST section.
6 votes -
Rent amount breakdown display on ownership statement
If tenant is paying monthly rent, is there a way that the weekly and monthly rent can be displayed on ownership statements for the tenancy?
4 votes -
Integrate with Myob
Please can we sync Property Tree to Myob, it would make my job and my accountants job a lot easier.
3 votes -
Authorised Creditors / Settlement - Retaining Customer Reference Numbers - Remove on Settlement
We have recently found that on settlement, property authorised creditor reference numbers are remembered. Sadly at present the only solution is to delete references on the new management to prevent incorrect payment to the wrong BPay/Invoice Reference Details. - My Suggestion would be to remove references automatically on settlement to prevent accidental payment to the previous owners CRN for their respective creditors and this would then prompt for new CRN's to be entered for the new management after settlement.
It would also be good to see a tick option added to Invoice Genuis so that the reference can either be…
3 votes -
Create Receipt screen to display the Rent Increase under "Allocate Funds To" section with the New Amount
Can the Create Receipt screen be improved so that the New Rent amount is reflected in the "Allocate Funds To" section (in addition to where it's currently showing at the top of the screen)?
Suppose the Rent Increase has been added into the Rent Schedule already a few months back and the New Rent amount was $400/week effective from 16/03/2023. Now let's say for example the tenant's Paid to Date is 15/03/2023 with $0 Part Payment and their previous old rate of rent was $360/week.
So when you go to the Create Receipt screen and enter the next rent payment…13 votes -
Property type for granny flat
In the property profile, can we have the option of the property type to be a granny flat?
2 votes -
Payment Frequency - four weekly
Suggest to add 'four weekly' as an option for rent payment cycle
3 votes -
Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
92 votes -
Portal documents sort order
I have an owner with multiple properties over two agencies.
He wants to be able to sort or filter his documents in the 'my documents' section.
There is no option to do this and order the current order seems be be a bit random.
Would be nice to be able to select a property and only have its supporting documents available on the screen.33 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
29 votes -
Ability to define arrears by periodic or effective for commercial properties
There currently isn't an ability to define arrears by periodic or effective for commercial tenancies. Only for residential.
6 votes -
Auto Communications - Time and days that communications are sent
Auto Communications - Time / Day Communications are Sent -
We are constantly receiving reports from tenants that auto-communications are being received after 6.00pm.
This is not reasonable.
The auto-communications should be RECEIVED during business hours.
We should also have the ability to select whether our office chooses to send auto-communications on weekends or public holidays.
This is an issue that Property Tree should be fixing now. It's certainly been discussed enough times.31 votes -
Update payee name to reflect account name for ownership
The payee information card links the payee to a contact and this is not always the case. If the payee could be linked to the bank account name instead. This does show correctly on the ownership statement but it does not show correctly from our internal end which causes concern and confusion. E.g. If we pay ABC Pty Ltd, the payee should say ABC Pty Ltd not the contact name of Joe Smith who is just a representative of the company.
8 votes -
2FA code
when logging in to PT on mobile and you get your one time code and click 'add from messages' the entire number is populated into the first box - it would be good if this was changed to populate into the boxes correctly.
10 votes -
BCC over Communication Platform
Add BCC to the communication platform so the "To" recipient will not review the others whereas necessary for internal reference and communication
17 votes -
Enter the percentage of water usage to be charged to the tenant in the Lease and Rent tab
Enter a percentage of water usage payable by tenant in Tenancy - Lease and Rent - Charge Charge Tenants Water Usage
1 vote -
Sales Contracts
Option to enter Date of Sale, Unconditional Date
8 votes -
Creditor Statement Template
When creditor statements are sent out, the user who processed the payment is listed in the signature on the body of the email. Currently, there is no way to change the name, or remove it. It would be great to be able to edit this.
13 votes
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