Sales

The Sales forum gives you the opportunity to have a say about what is important to your business. 

Do you have a great product improvement idea?

Use the search box to see if it already exists and if it does, Vote for an existing idea, or Post a new idea. Then watch your idea gathers support from other members of the Property Tree Community.

Is your idea about another topic?

Choose another forum from the Give feedback pane on the right.

The Product Team monitors this forum, gathering insights which helps in the prioritisation of feature backlogs.
  1. Add details to Agency Statements re Sale Properties

    please add a field to agency statements reflecting the property address of settled properties when paying the agency.

    112 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    16 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales Creditor Payments

    I would like to suggest that when you enter a creditor invoice for a sales property, when funds are received to pay that invoice this automatically happens when you process "pay creditor". It should not have to be done manually each time funds are received.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sales deposits running total on receipt.

    When entering sales deposits, could the receipt reflect all the deposits for that transaction so it had one total amount received from the buyer on the final receipt?

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sales Information

    There needs to be more fields allocated for sale properties;
    - Exchange date
    - Unconditional date
    - Sales Agent
    - Listing Agent
    - Special Conditions
    - Property description/lot & dp

    There needs to merge fields made for all these areas plus the following;
    - Commission due
    - Deposit Held
    - Settlement date
    - Conveyancer/Solicitor salutation
    - Conveyancer/Solicitor email

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sale Statement

    When the Sale Statement is prepared, it is sent to the company email address, it would better improve processes if the email address could be customised (at present, when I send the sale statement, I have to go print from a colleague's PC).

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Account details on Sales Statements

    Would love the ability to be able to put the sale account details on the owners sales statements to be able to use as an invoice

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Be able to put a reference on transfer of deposit money.

    Prop Tree have made this feature available when paying owners from Rental Trust. Could you also make create this feature for sales when transferring deposit funds to owners or solicitors . Thank you

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sales area of the system needs improvement

    Need invoices to reflect GST, minus deposits and so on

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. sales ledger

    why does the sales ledger print archived sales.
    There should be a box to print active sales only!

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. disbursing marketing fees

    We run a separate system for the marketing costs of a sale property and with drawn from sales trust using fee VPA spent. PT will not allow a duplicate use of a marketing fee! This is most annoying.
    The process is very long winded Creating a fee charging the fee and disbursing the fee. Can this be charged to be a one step process would save a lot of time.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sales Statement - Showing Disbursements

    Using Property Tree for Sales only. Pays ABN sales people directly from Sales profile as a creditor. The creditor disbursements are showing on the Sales Statement when sending out to the Vendor. Client would like to option to be able to select what shows on the Statement. (Client is manually changing in a PDF editor at the moment).

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sales Statement 'Total Outstanding" is incorrect

    The sales settlement statement is confusing. In the top section is does say what we are holding. However in the "Total Amount Outstanding" , it does not take into account the deposit we are holding. Time and again we have solicitors call us regarding this. Can the Total Amount Outstanding, reflect the correct figure please.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add fields to searches

    Managements - Find Profile - Type: Ownerships - search
    Can we have extra categories added like postal address and phone numbers? It would be handy to make up these lists to add them into the database our sales people use.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automated Template for Sales Statements and Vendor Marketing Invoices

    There is currently no template for automated communication when sending a vendor their marketing invoice.

    8 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Finding Settlement figures for sales trust in date range

    I would really like to be able to find the settlement figure by date range along with protfolio, which will allow me to see my sales agents target achievements. Currently you only have find profile in Sale and it only gives me the full figures from the start to end, but most agencies target goes by monthly or quarterly.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. SALES SMS NOTIFICATION OF CONDITIONS DUE

    Could you look at setting up SMS/email notices that can be sent to buyers to remind them that deposit, finance, termite inspection etc is due.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Import Functionality

    We track our sale properties, vendors, and purchasers in a spreadsheet, there should be an option for an import function. Similar to the way that Xero works - we should be able to download a template from property tree and use the template to put our existing data in the correct format for a bulk upload and remove double input of data.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to create invoices for vendors. ie. unpaid advertising or items the agency has paid for

    To be able to create invoices for vendors ie. unpaid advertising or anything else we pay for, or creditor invoices sent us for ie. painting, gardening, cleaning. Just we can for landlord anf tenants. An without the sale statement, but an indidual invoice

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google PropertyTree
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Feedback and Knowledge Base