1036 results found
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Return to profile page after generating the Tenancy Ledger
After I retrieve the rental ledger, I would like the Property Tree screen to revert back to the tenancy profile page automatically.
11 votes -
Trust & Reports - Ownership Funds - Outstanding Invoices
This report is very useful, but would be better if we could filter for Outstanding Invoices for due date period. Like paying Creditors, could we have the choice of invoices 10 days, 30 days, 45 days, All invoices or Flexible date.
We use this report to check when we have available funds but invoices overdue for an amount over the funds available. It enables us to split the invoice payment when appropriate, or release without Witholding Agency Fees5 votes -
Tribunal Report - Have the option to select what prints
We want to have the option on what we want to include in the report when generating. Don't want owner contact details, owner notes and owner portal communications on a tenancy report. Others may want/not want other things
14 votes -
Water Invoicing
We are required to have a water meter read on the Ingoing Property Condition Report though there is no where for this information to be carried over into PT.
We will need to check invoices prior to the auto processing incase a property has been sitting for a few days and retic has been on / property has settled / water leak. We need to be able to clarify which has always been a great audit feature when you can put the KL used with the dates. Didn't need to go back and look through invoices and clarify as you…10 votes -
Salutation merge field displays full name
Need to have the firstname seperated so that mail merge and communication has this entered correctly instead so that letters are addressed correctly.
6 votes -
Switching off Income & Expenditure Reports only for owners
It would be good to have a separate option to switch off the creation of an Income & Expenditure report for an ownership, if possible. Currently, the only option is to switch off Statements and Income & Expenditure Reports
8 votes -
archiving users - keep closed inspections against old user
Ability to archive a user and not have to reallocate inspections to a different user even though inspection status is closed
9 votes -
Allocate Portal Messages to other users
Have the ability to allocate portal messages to other users
12 votes -
More filters when generating reports
Ability to filter reports by Suburb/Street Name, Bed/Bath/Car (on Find Profile, Rent Reviews, Tenancy Leases). Tags are good but we end up duplicate this information that is already in the profiles
14 votes -
Ability to live chat with owners and tenants from PropertyTree
Ability to live chat with owners and tenants, and have that conversation recorded in PropertyTree. Be able to select when in office, away or busy with option to suggest response/quick response to common queries
14 votes -
Change wording on the receipt
Update the wording on the receipt to say "incl Part Payment"
12 votes -
Show if the tenant is set to charge for water usage
Flag whether the tenant is set to charge for water usage when creating a tenancy invoice and oncharging tenant via creditor invoice (currently only does within Invoice Genius so is not consistent)
14 votes -
Invitations to Portal (Owners)
Instead of the standard 'Find Out More' link that takes everyone (PM's Tenants and Owners) to the same webpage of Property Tree, create bespoke Property Tree Landing pages that detail features and benefits to Tenants/ Owners etc. The current page it takes users to is a sales page for Property Tree and so more suitable to prospective agencies and PM's.
Or, simply remove this link in the invitation emails as the email text itself tells owners the benefits of the system for them.3 votes -
"pay agency" - option to pay commercial/residential separately
Option to process the agency payment of the management fee separately (commercial/residential) - "pay agency"
4 votes -
Rent Review Reminder Alerts
When you enter "Next Rent Review" date, you automatically get an alert reminder when that day has been reached, because currently you have to manually enter an alert under notes or pull a rent review report, an automatic reminder would be more simple and user friendly.
9 votes -
Account codes for Invoicing
As a relative newbie to Property Tree, I discovered too late that income and expense codes are included in the drop down menu when invoicing tenants. This in turn has meant I already have errors in this financial year that the system will not allow me to correct. It would be at the very least preferable if the system would show the account number along with the description when invoicing - then at least you could ensure you are not making errors with selecting the correct account code.
6 votes -
Document Type user security access
The file document system in Property tree does not provide enough protection in regards to specific access to certain documents such as Tenancy applications and Management agreements with attached ID that are stored in the document system. Legislation requires our office to collect ID such us drivers' licence, passports etc these are then stored in Documents for everyone who has access to view PT currently there is no way to restrict access to these documents types by user. I believe this should be addressed as a matter of urgency the fines for not protecting this kind of information are huge.
6 votes -
Tenancies - Alternative to Archive
We have a problem with Arrears and Vacancies on the Dashboard not giving the true picture.
The reason is largely due to Bond Claims pending action.
To ensure Bond reconciliations are accurate, we have a policy that tenancies are not archived until the bond is settled. Otherwise, the bonds will not reconcile with the RTBA’s list for our Office/Agency (Victorian Bond Authority).
As a result, the Vacancies and Arrears data is skewed by these “active” tenancies.
I was wondering if we could have an alternative to “archive” for these tenancies?
We want the bond to come up on the PT…
12 votes -
Bulk Edit existing Fees
At the moment you can use the Fee Editor to Bulk Edit Fees, if there is no Fee amount or % applied already. However, you can't do that if there is already a Fee amount or % applied and there is an outstanding fee within the database.
It would be helpful to be able to bulk edit any existing Fee amounts and % too, and also select either some Fees or all Fees.7 votes -
Find Creditor Invoice - Filter for Paid date from/to
Love the improvements to Find Creditor Invoice Search over the years. New search can include Due Date From and to. Could we have option for PAID dates
3 votes
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