1173 results found
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Creditors- remember last Creditor input until changed
When in Invoice Genius, we would like the system to remember to remember the last Creditor used eg Yarra Valley Water when inputting a large batch of Invoices. We are currently losing a great deal of time searching for the same creditor for every invoice.
4 votes -
Intergration with Designly
For newsletters and information to tennants and owners.
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.
98 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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Quote Request - Merge field for Creditor Company Name
Please add the creditors business name on the quote request email. Sometimes we CC'ed ourselves on the quote to outlook email. Its impossible to search or find the particular quote sent especially if we sent a few quotes for the same property, unless we check PT.
2 votes -
Contact Name Display on Caller ID for Property Tree Contacts App
Presently the Caller ID on the contacts app displays the Contacts First Name and the Initial of the Surname. It would be more useful if the caller ID could display the Contacts Full Surname .
24 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
18 votes -
Ingoing Inspection Creation
In order to create an ingoing inspection for a new tenant in PropertyTree, the tenant has to be first converted. To convert a tenant, information from a signed lease needs to be entered. In NSW, it is a legal requirement for an ingoing inspection to be completed and given to the tenant BEFORE a lease is signed.
There should be an option to create an ingoing inspection on a prospect, and enter the information to appear on the ingoing there, rather than having to convert the prospect and therefore charge the owner a letting fee, before a lease has been…
7 votes -
Print Creditor Invoices with Owner Statement
When an Owner Statement is printed for those who still prefer this method, any invoices paid during the period should also be printed.
2 votes -
Being able to add photos/documents to completed work orders
Being able to add photos/documents to completed work orders
2 votes -
Owner approved tradespeople
When owners use their own trades or have specific trade person instructions for agent and tenant have a section of maintenance screen where it highlights so no errors are made in using incorrect people
3 votes -
Creditors- temporary option
REST used to have a temporary creditor button when adding a creditor so they were all deleted at the end of month automatically This would save time having to go through and delete them manually
5 votes -
More information on rent calculator
Rent Calculator is useless, it does not allow to calculate the rent or tells what is the paid to date. Eg. Please refer to PropertyMe Rent Calculator, it does have much more features on the rent calculator than PropertyTree.
2 votes -
Allowing more than one tenant bank account to be set up for direct debit rental payments.
It would be helpful if we could have the option for more than one bank account to be configured for direct debit payments. E.g. if a couple each want to pay half the rent from there own accounts via direct debit.
8 votes -
Journal funds from owner to tenant
Much better if there will be feature where we can simply journal funds from owner going to tenant held funds.
8 votes -
on the tenancy leases report make a column for last rental increase date.
on the tenancy leases report make a column for last rental increase date.
5 votes -
Add button to select property when paying selected creditors
Please consider adding the option to select the property when paying selected creditors. It would make life easier as currently we need to go through all invoices entered although we only need to pay 3-4 (overdue) invoices for a specific creditor.
4 votes -
Filing Documents/Invoices
A separate section for documents and paid invoices to be saved - to avoid having to go through multiple pages to find documents
5 votes -
Move support chat button to right side
move chat button from the bottom left side to the right side as it is very disturbing where it is currently and can not access the configuration icon
9 votes -
owner statement to allow for full month as per accounting periods
Would like the ability to set the statement date rather than on the day the statement is created, so a full month statement can be created. Currently if month end falls on a weekend the report is dated for the day the statement is generated.
As a example we would like to create an ownership statement for the 31st of the month so the statement period is from 1st - 31st of a month in line with accounting periods.
3 votes -
Statements to be available for bulk sending when processing payments only
When processing 'payments only' it would be good if there was an option to bulk send the statements to the owners/ creditors later on
3 votes
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