1036 results found
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Minimum Security Options being available to Victoria Reports
Include the Victoria Minimum Security Requirement Options under the Extra Tab for Victorian Clients
2 votes -
Summary of payments made to an invoice
Can we please have a list of payments made towards an invoice show on the tenancy invoice screen? This would make it easy to see when the last time a payment was made as well as how often payments are being made.
2 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.
8 votes -
Owner preference - Income & Expenditure Statements
Regarding the Income and Expenditure Statement, the owner listed the items required by the ATO. They would prefer to not have the statement show information that would come from another party (ie bank/broker).
Example - Total capital allowances & Total legal fees
They suggest that PT produce subheadings that align with the ATO fields and group the expenses into the subheadings. For example;
Total Repairs
- Air Conditioning
- Fire Protection
- General Repairs and MaintenanceTotal Agent Fees
- Income and Expenditure Fee
- Residential Management Fee
- Administration FeeTotal Body Corporate Fees
- Strata - Admin /…11 votes -
Inspections for landlords wanting to attend
In the inspections tab - when scheduling - to be able to see if the landlord is wanting to attend all inspections
35 votes -
Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.
Ledger for Commercial Properties showing receipts only, not invoices & receipts.
10 votes -
Expired and Missing Compliance
to have a search engine where you can search for expired compliance for properties on their own in case any have been missed when entering, and those that have no details for compliance at all.
8 votes -
Messages on Tenant Invoices
Can we have a bulk message put on tenant invoices, regarding how to pay this (the same way they pay their rent).
3 votes -
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it can't be done.
5 votes -
Map planner for routine inspections
Adding routine inspections of a particular date to the map journey planner in property tree to plan your inspections. Or be able to see all your routine inspections in a list and be able to select them and have the map journey planner check the best route to see if I would like to book those inspections for those properties.
16 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.
117 votes -
Bank Deposit Sheet to display individual receipts
While the Bank Deposit page in Property Tree displays the individual receipts created (e.g. cash receipts), the Bank Deposit Sheet doesn’t. It only displays the total amount.
The Bank Deposit Sheet (is often stamped by the bank and) is kept for record/audit purposes.
Having individual receipts listed would provide transparency on each transaction.
9 votes -
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…
4 votes -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
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 -
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.
27 votes -
Unlocking All Merge Fields
It would be great to see, Property Tree make all data fields availaible in Property Tree as merge fields in auto communications and e-mail/letter merge fields. Example being having the ability to show "Paid From" "Paid To" "Inhand Credit" "Effective Paid To" in the body of the auto receipt e-mail.
Reasoning behind this is the tenants in QLD are shown an Effective date on their receipt that includes the In hand credit however this is not explained on the receipt and tenants get confused by this.
Also having the ability to have all merge fields available in every document/Letter/E-mail would…
12 votes -
Being able to make the font size larger on tenancy invoices
Being able to make the font size larger on tenancy invoices
6 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 -
Commercial Tenancy Ledgers to show credits
It would be highly beneficial for commercial tenancy ledgers to show a notation whenever credits are added to a tenancy via replacement invoice. At present, the only notation available is the replacement invoice and the reason does not show in the same way that it does on a residential ledger. Whilst the reason is visible within Property Tree on the receipting screen, this is not helpful when providing a ledger to a tenancy or reviewing a ledger in general.
41 votes
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