145 results found
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Please include the tenants reference number of invoices sent out
Please include the tenants reference number of invoices sent out
1 voteYou can choose to display trust information on tenant invoices which includes the tenant reference. This is actioned within the Trust Account settings
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Pop up box.
Could we have a pop up box to advise that the Residential Landlord would like his invoices sent directly to him to pay. Currently we put this in notes however it does not pop up.
2 votesWhen you set up a note against the Owner, you can select to pin it to the Creditor Invoice - that's how it will appear when you enter a creditor invoice. For the notes categories, you can add your own under the Configuration > Lists Editor, use the dropdown to select Notes Categories.
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Add a drop box for Compliance when entering invoices
When entering an Invoice for the account section. A compliance section to be added.
2 votesYou can add your own "Account Group" and corresponding account codes for creditor expenses within the Property Tree Configuration > Accounts. If it doesn't need to be under a separate group you can also just add a new account under the current list of ownership expenses.
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Owner Ledger reports
It appears that you have now restricted Owner Ledger reports to 1 year. This is very unhelpful. Please change back to unlimited date range
1 voteWhen producing an owner ledger you have the option to display the accounting period, date range (no limit) or complete history.
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reopen emails
Reopen an email if we have hit complete, if required
2 votesYou can re-open an email in the Communication Platform. If you use the filter icon by the search bar, and select Completed, this will show you the completed emails. You can then find the email you want to re open and use the drop down to mark it as In-Progress or Open again, this will put the email back into that status in the appropriate inbox (whether this was a Company Email or Assigned to You etc).
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Search a contact by mobile or landline
In the search bar, is it possible to be able to search a contact by their contact number such as a mobile number.
2 votesYou can use the global search for contact numbers. It can depend how the number has been entered into the search bar (when searching, use spaces between the numbers, ie 0402 123 456 rather than 0402123456). It will still filter when not using spaces, however won't highlight the result in yellow when it's not an exact match of how the number was saved
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creditor insurance
Please add a drag and drop box option in creditor files so we can save all insurance documents, Blue cards, Licences ect like you can under owner's and tenants under a document tab.
2 votesThe documents tab on the creditor profile allows for drag and drop of files
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Attach the invoices from creditors to tenant invoices so they receive the original
when a tenant is invoiced for water or electricity use they only receive the invoice you create - the original creditor invoice is not attached - can we have this implemented so that it automatically attached to the created invoice when sending it to the tenant
2 votesThe original invoice attachment will send to the tenancy if you have the merge field within the Tenant Invoice Template. To check this, go to Configuration > Automated Communications > Go to the Tenant Invoice one, and click edit. In here is a merge field called {Link to Creditor Invoices}. This needs to be within your template to insert the original creditor invoice to send to the tenancy.
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bulk letters from inspection summary
Need to be able to send written notices to all tenants not just the primary tenant.
Need to be able to pick up more than one tenant when bulk posted letters from inspection summary
1 voteWhen selecting to generate a letter from the inspection summary, it will do so for all valid contacts linked to the Tenancy profile.
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have another line added to invoice for water usage & service charge separately
have another line added to invoice for water usage & service charge separately entered at the same time along with the tenant usage
2 votesCurrently available when using Create Tenancy Invoice. This allows you to add additional line items to the invoice.
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rent increase report
In the Managements tab and similar to Tenancy Rent Review. There should be a Tenancy Rent Schedule report so that you can check what rents are scheduled to increase/decrease for a date period.
1 voteYou can view the next rent increase date and amount on the Tenancy Schedule under the Trust and reports menu
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When creating a Creditor Invoice allow a tag to appear where the property and ownership details appear where we can mark that an owner wants
When creating a Creditor Invoice allow a tag to appear where the property and ownership details are where we can mark that an owner wants to pay invoices/bills directly or a pop up notification when you enter property address in this section. With a large rent roll this is hard to remember and notes don't flag in this screen
1 voteUnder the property or ownership you can add a note and mark it to appear against the Create Creditor Invoices entry
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Adding contacts twice
When adding a new contact (creditors in particular), it would be great to not have to enter the contact information in twice.
1 voteFor a creditor, there is the company and then a contact, however you can just enter the company details if there is no reason to have a separate contact. This is in place for when there are different contractors that you deal with for the same company, or if there is different contact information. In the May release a creditor contact that is marked as an accounts contact will now receive a copy of the creditor remittance statement. For owners and tenants, any saved contacts can be selected against multiple profiles by using the select existing option.
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Ability to drag and drop emails or attachments straight from outlook to document management
Ability to drag and drop emails or attachments straight from outlook to document management
22 votesYou can drag your attachments and/or emails from Outlook into Property Tree Document Management. The trick is, when dragging the file or email from your outlook into the webpage icon, do not unclick your mouse/keypad - the webpage will open when you hover over that icon so you can then drag the attachment or email onto the drag/drop section of the profile.
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Ability to open a closed reconciled period/re-generate reports
After a period is reconciled, we are unable to open the period once it is closed. This means we are unable to generate/download reconciled/unreconciled reports for any reconciling that has occurred in the past. It would be helpful to have the option to view a past reconciled period as a read only (at the least) for reference and to download past reports if this has been forgotten.
2 votesYou can re-open a period and can also regenerate the reconciliation reports (reconciled/unreconciled) under trust and reports - they will default to the current period however can be selected for any closed period
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Completing maintenance
when completing maintenance jobs it sends a cancellation message to the creditor. It is becoming very confusing for trades and needs to be rectified to say job complete rather than job cancelled, Please fix this.
3 votesThere shouldn't be an email sent to the creditor when marking a job as complete in the maintenance request or via the invoice entry. If the job is marked as canceled it will send an email (however this can be unselected at the time of canceling too) - which can be customised under the configuration > automated communications.
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Electrical safety check option under compliance
under the compliance tab, there are 'gas', 'smoke alarm' and 'migrated smoke alarm' service records to be added, but there isn't any for electrical safety check, can we please add that onto the list? So we can update the records accurately? thanks.
1 voteCompliance categories can be added by going to Configuration > Property Compliance Categories
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search text on report
Ability to search text from any report - like the binoculars in REST
1 voteOnce you have the report opened in a webpage (ie, a ledger) you can CTRL F which allows you to search that report just like the binoculars in Rest. If you have exported the report from Property Tree to PDF or Excel/csv, the CTRL F also triggers the find response in these programs
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Change Credit Card Payments
We use our trust account for both holiday rentals and permanent rentals. The issue is- when we receipt a credit card payment and select credit card (which we must do according to auditor), because of the way the receipting works for credit cards, we cant reconcile the transaction until the next day even though it's hit our account already. This means if we get a credit card payment before End of Month, we have to put an adjustment in every time which is not very great for auditing reasons.
Would be great if there could be a way to tick…1 voteA banking deposit can be created just for credit card transactions so that the transaction(s) appear to reconcile. The create bank deposit can be done at any time and multiple times throughout the day if needed.
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Not sending work order details to cancelled trade if another is approved
Have an option to send a seperate cancellation email to secondary trade if 1 of 2 is not approved so they don't see the details of the approval email.
1 voteWhen you send a work order to one of the creditors that has previously quoted the work, you are prompted to send a cancelation to the creditor(s) that have not succeeded. This cancellation is a template in the auto communications which you can modify to remove the merge field for the job details.
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