1117 results found
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Water usage invoice restrict entry when tenant water usage set to No
In Invoice Genius and/or when entering water invoices, disable the ability to enter tenancy water usage if the tenancy has NO to water usage entered on the tenancy card. Currently, even though through Invoice Genius, you can see that it says NO if a tenant is not to pay water usage, however the system still allows for the usage invoice to be entered.
5 votes -
Reopen Cancelled Inspections
Can we reopen/edit cancelled inspections as to re-use instead of creating a new entry?
4 votes -
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 -
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.
8 votes -
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 -
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.
78 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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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 -
tenancy effective paid to date on ownership ledger
tenancy effective paid to date on ownership ledger - for many reasons, its important that an owner can see this on their ownership statement. currently you can only retrieve this information from owners remittance or tenant ledger. just more work exporting and trying to explain it.
7 votes -
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 -
Rent review commercial - more options
Commercial Rent Review Types - Are we able to be able add further options from the PM level ie CPI - Capped at 3% etc
57 votes -
Commercial Tenants paying Management Fee
• ability to charge Commercial Tenants any Fees, such as Management Fees that are 100% payable by tenants
• and have those fees recorded on Agency Income reports and stats
• the invoice date & due date are also very important, with a proper Tenancy Invoice Due Date, NOT “Tenancy Invoice Due Date ## Days” after issue – this formula does not work – not even with the current PT Recurring Creditor InvoiceCurrently,
• to charge such fees we need to create one-off invoices (because recurring invoices doesn’t work for this scenario). However, this is still not a solution,…40 votes -
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 -
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 -
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
10 votes -
Tasks tab to include 'date created'
Can we please have the 'date created' listed on each task showing on the task tab in the individual profiles, not just on the task management report. We need this feature to easily identify how long a task has been hanging around without having to resort to bringing up the full report each time. This feature was previously available in the notes tab.
9 votes
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