1050 results found
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Bulk Upload of BPayments with Suncorp Bank
Suncorp doesnt currently have a bulk BPayment facility with PT and since they have advised they will no longer be issuing Cheques as from Next year this is something that needs to be integrated ASAP as I don't want to be manually doing bulk BPayments
3 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.
18 votes -
Show Property when searching for owners
Hi, Can I suggest that when you search for a landlord in the "Search Bar" at the top, can the details of the "Property" be shown. This would be helpful when identifying landlords with multiple properties. Presently, it shows the address of the landlord and an id number that means nothing to me when I am looking for a property address. Thank you
4 votes -
Quick Disbursement
There should be a way to pay someone from owner funds as a quick disbursement without having to create them as a creditor, create an invoice and then pay 1 invoice only to have to archive them as a creditor?
14 votes -
work order dates
When work orders are downloaded there is no date on them. recipients are complaining that there is no date for the creation on the work order. When you download the existing work order it makes the creation date the day you download it not the actual date you create the work order.
The date would and could be relevant for any tribunal issues for repairs and maintenance at tribunal.3 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
22 votes -
New Compliance Option - No Compliance Selected
When trying to work out properties where no compliance option has been selected, Property Tree does not have a report to aid with this. Could an option be added to the existing Compliance Register to allow for this. Ie. in the Managed By dropdown add an option for 'no compliance option selected.' Then clients could filter by this option.
44 votes -
Strata tab identification
In the Property section to have a STRATA tab in the drop down box.
4 votes -
Add email address to quote requests
Can we please have a field to add the property managers/user email to a quote request? Without it, a creditor only has the propertytree@propertytree email address and doesn't know who to send the quote to within the agency.
17 votes -
Multiline for Insurance Invoices - Issues with GST and generating it incorrect
Requirement for the ability for multi line for creditor invoicing/insurance Line item with GST one without
5 votes -
Creditor invoicing - allow for multiple charges in one invoice
create another line in the creditor invoicing so we can enter both the service & usage charge in one entry as well as being able to invoice the tenant portion
10 votes -
When sending work orders, can we add a status such as urgent
When sending work orders, can we add a status such as urgent
12 votes -
Search by building name
Should a Strata/Building Manager not include the Strata Plan number, it would be great to be able to search by the building name as this is usually in their signature.
5 votes -
Reporting Sales Agent Commissions
As discussed with Dave Hannon:
Sales agent commission reporting in the User Interface by adding 'Comm % ex. GST' as a sales filtering column, to reference the % field against each listing.
Reporting sales performance & commissions as a percentage excl. GST is a standard measure for all agencies and should be part of the standard reporting fields.
6 votes -
Additional fee triggers for automation
Please add additional trigger options for inspection fees!
Currently we either have to manually charge fees for each entry and exit inspection, or have the fee trigger set as 'inspection closed', which means every time we do a routine inspection and close it off it triggers 3 fees, the routine inspection fee, an entry inspection fee and a final inspection fee, which we then have to manually delete the two we don't need.... so either way, we're manually processing things!
Please consider adding extra triggers for the entry and final reports so that all fees can automate appropriately?
5 votes -
Held Funds E-mailed Remittance
It would be great if an e-mailed remittance was generated & sent when refunding held funds rather than having to send a separate e-mail to advise the tenant or new Agent if we are transferring overpaid rent
12 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
104 votes -
Option to un-rescind buyer
Sales section of Property Tree - I would like to see the option to un-rescind a buyer
5 votes -
Part-Payments for invoices & creditor invoices
Current process (below) is quite manual. Hoping for a build that you can part pay on invoice payment screen, this would minimize a lot of workflow process time, in turn business time/hours. Even a way to part pay accounts such as being able to click pay invoice and whatever is available will go towards the invoice.
- Find the invoice in the property file.
- Edit the invoice with how much is available to pay.
- Pay the invoice.
- Then re enter the invoice for the remaining amount.
24 votes -
Improve Sale Statement Tax Invoice
Sale Statement Tax Invoice - very simply please add in a total owed figure.
The current statement shows money in and expenses incurred but not the final figure owed by the Seller. Or also in the instance the Agency needs to return unused funds. Also why can't we include our trust account details on the statement ?10 votes
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