Property management software update: Property Tree September 2021

Your Property Tree login screens have a fresh, new look! This plus more property management software features are in the September 2021 release. Here’s a quick rundown of all the enhancements available for you starting this month.

September 2021 property management software update

Rebranded Property Tree login screens

The login screens now have a refreshed look and feel to align with our MRI colour scheme. Messaging has also been improved for issues that occur when logging into Property Tree – making it easier to troubleshoot errors.

Global Search to access tasks quickly

With the Global Search function, you can now search over 160 tasks and features. There is no need to navigate from the Management, Accounting, or the Trust & Reports Landing Page to access a task or function. The Global Search will also display the 5 most recent searched tasks or features, which will simplify the navigation in Property Tree.

Groups and Tags Enhancement

You can now filter the usage of Groups and Tags and export to PDF or CSV to view the Groups and Tags currently in use and to identify missing tags.

Drill-through Reporting now in Business Insights

If you’re using Business Insights, you know how its customizable dashboards allow you to easily view performance and revenue across your agency. Now it’s made even better with a drill-through capability for the Agency and Fees boards. This will enable you to view the source data reporting and export to excel for each graph on these two boards.

Improved Messaging in Invoice Genius

Invoice Genius will now display a pop up message to advise you that you cannot upload more than 100 invoices.

Increased limit in Creditor Invoice & Compliance Register

The limits for the search results have been increased from 500 to 2000 for both Creditor invoices and the Compliance register.

ANZ Bank files for BPAY

If you’re using ANZ Bank, you will now be able to process tenant download using .brf files for BPay payments.

New Partner Gateway integrations

  • Property Space – Property Space digitalises the rental process with paperless leases, tenant inductions, condition reports, routine inspections and more.
  • Snug – Automated Tenancy creation, rental references within Property Tree.
  • Testimonial Tree – Testimonial Tree will help your agency in automating customer satisfaction surveys, testimonial management and marketing.
  • MyConnect – The Integration syncs Property and Tenant information, which assists your tenants with their utility connections through MyConnect.

More on Property Tree September 2021 release

To learn more about this release you may read the release notes here. You can also take the self-paced training for a step-by-step guide in using the new features.

Case Studies

Foodstuffs South Island – A paperless and frictionless QR code experience for visitors during sign-in

Foodstuffs South Island selects OnLocation for simplified visitor management and robust reporting capabilities. About Foodstuffs South Island (FSSI) is a 100% New Zealand owned Cooperative with its support centre located in Papanui, Christchurch and …

Read the Case Study

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