Journals are now available in Property Tree! Now you can easily move funds between entities for Ownerships and Properties, without disbursing funds. This plus more property management software features are in the July 2021 release. Here’s a quick rundown of all the enhancements you can now use starting this month.
Property Tree July 2021 feature updates
You can now journal in Property Tree, transferring funds from one Ownership to another or one Property to another. These Journals are self-balancing transactions, where there will always be a debit and credit of funds. Best of all it will not affect the bank reconciliation balances.
PDF & CSV report Headers updates
This month, we have enhanced the Inspections Summary, Key Register and Maintenance Requests Summary Reports with Header and Footer information when you export to PDF or CSV.
Portfolio and tag filters
Now you can customise your I&E and Ownership Funds reports with added Portfolio and Tag filters.
Ownership Ledger enhancement
Account codes will now display on the Ownership Ledger that have previously only been reported on the Income & Expenditure Statement. This will help you to identify and resolve issues that surface on the Income & Expenditure Statement.
Improved workflow in Maintenance Plus
Logging into Maintenance Plus will now take you directly into the ‘Create Maintenance Request’ page, making it even easier to add a maintenance job.