Settings and activity

55 results found

1. Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.

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   Ready for Votes  ·  3 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Nyree Maloney supported this idea  ·  10 June, 2025

2. Document Management Folders

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   Ready for Votes  ·  2 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   you can filter them by the funnel

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3. Identify User Data Entry

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney supported this idea  ·  17 July, 2023

4. Restrict who can delete files from document management

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   get you administrator to change access limits

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5. Section to add manuals for the property

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney supported this idea  ·  17 July, 2023

6. Preview documents in the document tab

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   Select the paper/pencil LHS of the download button

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7. In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one

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   Ready for Votes  ·  2 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Nyree Maloney commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   Select the magnifying glass on the RHS and it brings all statements up

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8. Creditor payments per property in property

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   Ready for Votes  ·  0 comments  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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   Nyree Maloney shared this idea  ·  17 July, 2023

9. Ability to record on ledger if a tenant is removed from the lease

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   Ready for Votes  ·  4 comments  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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   Nyree Maloney commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   when we have a tenancy change we create a new card so the ledgers are correct with the correct details

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10. Ability to search Invoice number when receipting payments.

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    Ready for Votes  ·  2 comments  ·  Property Tree » Commercial  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

11. Quick Disbursement

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

12. Complete quote requests, not cancel them.

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

13. Document Upload - Time & User Stamp

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    Nyree Maloney supported this idea  ·  17 July, 2023

14. Reference for Sales Bank Transfer

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    Ready for Votes  ·  18 comments  ·  Property Tree » Sales  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

15. Duplicate Invoice to show date last inputted

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    Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

16. Inspection Change Audit

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    Nyree Maloney supported this idea  ·  17 July, 2023

17. Add a date of birth section in the tenants profile

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    Ready for Votes  ·  1 comment  ·  Property Tree » Profiles  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

18. Ability to apply held tenancy funds during receipt

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Nyree Maloney supported this idea  ·  17 July, 2023

19. Profile heading for a property for sale

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    Nyree Maloney shared this idea  ·  09 January, 2023

20. Water Usage Meter Readings

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    Nyree Maloney supported this idea  ·  09 January, 2023