1217 results found
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operator who processed creditor invoice to show on creditor ledger
It is important to have the ability to identify the operator who processed a creditor invoice so that if there are errors further training can occur. Presently it is really difficult to get this information, other than trawling through the 'information audit report', in which case you need to know the date it was entered and currently neither the ledger or the outstanding invoice report shows this information, only the due date.
9 votes -
Remove Authentication required for adding ownership & creditor profiles
The SSO update is intended to improve security and ease access; but, every time we add ownership or a creditor, we must input an OTP. Assume we add 10 ownerships/creditors per day, means we must also generate 10 OTPs.
Code takes too long to arrive at times and is quite time consuming. Instead of always entering OTP, I believe we should have the choice to verify once and trust a device without constantly inputting OTP.
69 votes -
Show tenant rental amount when selecting which Landlords to pay
When selecting which owners to pay, it would be great to have a column which shows what the tenants actual rent amount is. The amount and pay cycle (EG $500 weekly or $1000 fortnightly etc).
3 votes -
Granular restrictions on user security configuration
The ability to restrict users from being able to edit ownership details without prohibiting them from being able to upload documents against owner profiles. The two security measures are currently linked under the one option in the security configuration.
In addition being able to restrict access from users being able to delete documents without prohibiting them from being able to upload documents.
Overall an overhaul of the security provisions is required to be able to allow better supervision over changes in Property Tree.
8 votes -
Invoice number & Tenancy ID linked for receipting funds to the correct tenant.
If the tenants put the invoice number on their rent payment (instead of tenancy ID), then PT receipts the money to the correct tenant automatically.
23 votes -
separate base rent and combined o/g
We have an international commercial client, who have different departments in different parts of the planet paying different elements of their monthly invoices.
If one department eg water bill is late or questions the amount the total monthly invoice is not paid on time
It would be helpful for us split the monthly invoice into two
one invoice for base rent and the other for all variable out goings.At the moment system won`t allow us to split rent and variables out going into two invoices,. instead we must provide separate invoice for each variable out going.
instead it would…
3 votes -
Accuracy of profile matching and payment allocation in tenant download
The matching of payment references to tenancies needs to be more intuitive. We need tenants to be able to put a descriptive word in their payment reference so that it is clear what the payment is intended for and there is no confusion where it should be allocated. Especially if the payment is for something other than rent, its important for them to be able to add a descriptive word in the payment reference such as "water" or "bond". However, even when the tenants include their name exactly as we have it in our system and they also provide their…
3 votes -
Have the end of month reports created in Property Tree only emailed to the admin email address (much like the weekly agency summary).
Have the end of month reports created in Property Tree only emailed to the admin email address (much like the weekly agency summary). The report is confidential and we only want admin staff to access it.
2 votes -
Lease & Rent Tab-Bond & Deposits Section
Under Tenant/Lease & Rent Tab/Bond & Deposits section, we would appreciate being able to change the REQUIRED amount to be the same as the HELD BY AUTHORITY amount where there has been a rent decrease and partial bond refund back to the tenant paid by the Rental Bond Authority. At the moment all we can do is add the amount of the DIRECT REFUND and make notes in the DESCRIPTION but are unable to change the REQUIRED amount. In QLD where legislation now requires us to refund a partial bond amount if the bond held is more than 4 x…
7 votes -
Bond Top Up Due Date
New bond work flow updates are great, however to enable us to meet the requirements of the Act in providing the required notice for the Bond Top up in Automated Communication a Bond Top Due Date and the ability to set automation on the rent increase date not just prior would be required.
10 votes -
invoice genius property details to move with the invoice details. Some invoices do not have the property address in the first page of the
invoice genius property details to move with the invoice details. Some invoices do not have the property address in the first page of the invoice
3 votes -
Send log for maintenance
Please create a log with dates, times and recipients for maintenance jobs.
At the moment the only info that is provided is the date the job was created. Nothing to show if/when it was sent and if you resend the job as a reminder and confirmation it was received. We also do not get notified if the email fails to send to the intended recipient.
Thanks for your consideration and any upvotes received! - Jamie
136 votes -
Ability for RRP to update Account details with 2FA
RRP able to update the account their rent is paid into via the owner app with 2FA, to avoid having to call the office.
We are seeing more and more RRP's looking for more secure options to share bank accounts details.9 votes -
ABN formatting to allow paste of ABN number without cutting off numbers
ABN spot owners and tenants be reformatted to show like this with the spaces: 11 222 333 444 so we can copy & paste direct from the ABN search website. At the moment as it's formatted 11222333444 and cuts off the last 2 numbers when copy & pasted
8 votes -
Automated invoice arrears to show total outstanding amount
The automated invoice arrears correspondence only allows to merge fill the outstanding amount of that specific invoice. Can we please have the option to insert the total outstanding amount in these correspondences?
5 votes -
Ingoing inspections prior to adding tenancy
We would love to be able to schedule an ingoing condition inspection without a tenancy profile. We often have staff completing inspections before we have leased a property, particularly with our current turnover rates here in Vic. It would be advantageous to have a manual add from the property profile.
8 votes -
Enable notes to be attached to Tenant + Property + Landlord
Enable notes to be attached to Tenant + Property + Landlord
7 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.
48 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
18 votes -
Widget for unlodged bonds
Is it possible to have a widget on the agency panel for un lodged bonds? For example when a bond is receipted, it will appear with the address of the property and how many days it was receipted. Once the bond is lodged with the bond admin, the property disappears. This would be very useful to licensees.
9 votes
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