Property Tree

Welcome to Property Tree Training courses!

Improve your property management business with Australia's leading cloud-based residential property management solution.

Browse our wide selection of courses using the filters on the left hand side. Once you've found the perfect course, simply click on the course tile to get started.

If you haven't registered yet, just click the Register button on the course details page and either Sign in or Sign Up.

Property Tree: Essentials - Live Online Training (ZOOM)

Live Training Property Tree

Property Tree: Financials - Live Online Training (ZOOM)

Live Training Property Tree

Property Tree: Essentials - Live In-Person Training (Sydney)

Live Training Property Tree

Property Tree: Financials - Live In-Person Training (Sydney)

Live Training Property Tree

Property Tree: End of Financial Year Step by Step - Webinar, Wednesday, June 18th, at 12:00 PM to 12:45 PM AEST

Live Training Property Tree

Property Tree: End of Financial Year Step by Step - Webinar, Wednesday, June 25th, at 12:00 PM to 12:45 PM AEST

Live Training Property Tree

Property Tree: How to run a Change of Ownership and more - Webinar, Tuesday, July 22nd, at 12:00 PM to 12:30 PM AEST

Live Training Property Tree

Property Tree: End of Financial Year - Australia - eLearning

This eLearning will run when and how to run the End of Financial year and reporting and close of period.

eLearning Property Tree

Property Tree: CPD TASMANIA ONLY - eLearning

eLearning Property Tree

Property Tree: Session 1 - Navigation - eLearning

Learn how to navigate around Property Tree

Property Manager Leasing Agent eLearning New User Onboarding Property Tree Property Manager Associate

Property Tree: Session 2 - Ownership Profiles Residential - eLearning

Learn how to add and navigate around an Ownership Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Session 3 - Adding Property Profiles Residential - eLearning

Learn how to add and navigate around a residential Property Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree Property Manager Associate

Property Tree: Session 4 - Tenancy Profile Residential - eLearning

Learn how to add and navigate around a residential Tenancy Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Session 5 - Managing Tasks - eLearning

This eLearning will take you through the day to day tasks of a property manager.

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Session 6 - Communications - eLearning

Learn about Automated Communications, Bulk Mail Merge using Email, Letter, SMS and other ways to communitate with your owners and tenants.

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Session 7 - Property Maintenance - eLearning

This eLearning will walk you through the Property Maintenance process

Property Manager eLearning Property Tree

Property Tree: Session 8 - Inspection Management - eLearning

This eLearning will walk you through how to manage inspections in Property Tree

Property Manager eLearning Property Tree

Property Tree: Session 9 - Arrears Management - eLearning

Learn how to manage your arrear using reporting, automated arrear communications, rent credits and payment plans

Property Manager eLearning Property Tree

Property Tree: Session 10 - Lease Renewal and Rent Changes - eLearning

Learn how to handle lease renewals, rent reviews, rent scheduled changes, charge lease renewal fees and much more

Property Manager eLearning Property Tree

Property Tree: Session 11 - Vacating Process and Archiving Profile - eLearning

This eLearning course will take you through the vacating process including handling calculations to vacate and archiving profiles.

Property Manager eLearning Property Tree

Property Tree: Session 12 - New Tenancies - eLearning

Learn how to set up a prospect Tenancy, allocate holding deposits if required, convert a prospect tenancy and setup and receipt initial transactions.

Property Manager Leasing Agent eLearning Property Tree

Property Tree: Session 13 - Invoice Management - eLearning

Learn how create, process and cancel Tenancy and Creditor invoices, including recurring and linked invoicing.

eLearning Trust Accountant Property Tree

Property Tree: Session 14 - Transactions - eLearning

Become an expert on types of receipting, rent credits, creating journals, bond claims, rejected items and insurance claims.

eLearning Trust Accountant Property Tree

Property Tree: Session 15 - Accounts and Fees - eLearning

The eLearning will cover how to create and edit accounts and fees, different fee types available, charge fees in bulk and individual, cancelling fees and more.

eLearning Trust Accountant Property Tree

Property Tree: Session 16 - Bank Reconciliation - eLearning

Learn how to balance your Bank Reconciliation and troubleshoot when there is a reconciliatio variation.

eLearning Trust Accountant Manager/Business Owner Property Tree

Property Tree: Session 17 - Owner Payment and End of Month - eLearning

Learn how and when to run the End of Month process, close the period and monthly reporting.

eLearning Trust Accountant Manager/Business Owner Property Tree

Property Tree: Session 18 - Change of Ownership - eLearning

Learn all about running a Change of Ownership, troubleshooting when the ownership doesn't have enough funds or the tenancy is in arrears.

eLearning Trust Accountant Manager/Business Owner Property Tree

Property Tree: Session 19 - Sales Management - eLearning

Learn how to manage a sale from receiving a listing to completing a Sale, including Market and Sundries - Vendor Paid Advertising.

eLearning Trust Accountant Sales Property Tree

Property Tree: Session 20 - Commercial Management - eLearning

This eLearning focuses on setting up and managing commercial ownerships, properties and tenancies.

eLearning Trust Accountant Property Tree

Property Tree: Session 21 - Automated Receipting Workflows - eLearning

This eLearning expains the features of Automated receipting for Tenant Direct Debit and Tenant Download, including setup, processing and reporting

eLearning Property Tree

Property Tree: Agora Gateway - eLearning

Manage all your apps from one location using Agora Gateway.

eLearning Property Tree

Property Tree: May 2025 Release - eLearning

MRI Software May 2025 Release will be available from the 7th May 2025.

eLearning Property Tree

Property Tree: April 2025 Release - eLearning

MRI Software April 2025 Release will be available from the 9th April, 2025.

eLearning Property Tree

Property Tree: March 2025 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 12th March, 2025

eLearning Property Tree

Property Tree: February 2025 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 12th February, 2025

eLearning Property Tree

Property Tree: December 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 11th December 2024.

eLearning Property Tree

Property Tree: November 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 13th November 2024.

eLearning Property Tree

Property Tree: October 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 9th October 2024.

eLearning Property Tree

Property Tree: September 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 11th September 2024.

eLearning Property Tree

Property Tree: August 2024 Release- eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 14th August 2024.

eLearning Property Tree

Property Tree: June 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 12th June, 2024.

eLearning Property Tree

Property Tree: Single Sign On and Multifactor Authentication Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available on the 24th October 2023.

eLearning Property Tree

Property Tree: Accounts & Fees

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Property Tree Video

Property Tree: Automated Communications

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Property Tree Video

Property Tree: Bank Reconciliation

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Property Tree Video

Property Tree: Business Insights

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Property Tree Video

Property Tree: Change of Ownership

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Property Tree Video

Property Tree: Commercial

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Property Tree Video

Property Tree: Contacts & Profiles Reporting in Business Insights - Video

Create your own customised reports using the Business Insights Contacts Board.

Property Tree Business Insights Video

Property Tree: Communication Platform

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Property Tree Video

Property Tree: Dashboard

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Property Tree Video

Property Tree: End of Financial Year Step by Step - Video

Walk through the End of Financial Year step by step.

Property Tree Video

Property Tree: End of Month

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Property Tree Video

Property Tree: Inspection Management

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Property Tree Video

Property Tree: Invoicing & Journals

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Property Tree Video

Property Tree: Lease Renewal & Rent Reviews

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Property Tree Video

Property Tree: Mail Merge & SMS

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Property Tree Video

Property Tree: Manual Receipt Types

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Property Tree Video

Property Tree: Multifactor Authentication (MFA)

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Property Tree Video

Property Tree: Navigation & Configurations

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Property Tree Video

Property Tree: Profile - Ownership

Property Tree Video

Property Tree: Profile - Property

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Property Tree Video

Property Tree: Profile - Tenancy

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Property Tree Video

Property Tree: Property Maintenance

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Property Tree Video

Property Tree: Receipting Tenancy - Rent Credits

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Property Tree Video

Property Tree: Sales Management

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Property Tree Video

Property Tree: Task Management & Notes

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Property Tree Video

Property Tree: Tenant Direct Debit Automated Receipting

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Property Tree Video

Property Tree: Tenant Download Automated Receipting

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Property Tree Video

The Challenge of Profitability in Real Estate - Video

Only 12 months ago, challenges facing the real estate profession was dealing with the ongoing impact from the pandemic and a booming property market. Today, the rising cost of living, high inflation, rate rises have resulted in a significant downturn in revenue for agencies across the country. Paired with reduced gross margins the challenge is how do you keep ahead of the curve and still be geared for growth?

Rest Professional Property Tree Video

MRI Software: Online Live Training - Consultancy

Master MRI products that fit your business needs.

Property Tree Enquire Consultancy

MRI Software: Onsite Training - Consultancy

Book onsite consulting training on MRI Products, specific to your business needs.

Enquire Consultancy

Property Tree: Logging on with multiple Factors - Video

Learn how to setup and login using multifactor authentications.

Property Tree: Why Multiple factors and demo of Okta and biometrics - Video

Learn why it is important to have multiple factors and how to setup and use them.

Property Tree: New Tenancy's Initial Transactions - Tutorial

Learn how to allocate a new Tenancy's initial transactions.

Property Tree: Bond Increase Workflow - Tutorial

Add a Bond increase when entering a Scheduled Rent Change.

Property Tree: Tenancy Statements from the Tenancy Profile - Tutorial

Produce a Tenancy Statement directly from the Tenancy Profile.

Property Tree: 01. Sales - Overview and Workflows - Video

Sales advertising options including VPA, navigation and sales workflows

Property Tree: 02. Adding a Sales Listing - Video

Adding the Vendor, Sale Property and Buyer from a sales listing

Property Tree: 03. Add a Conveyancer or Settlement Agent - Video

Learn how to add a Conveyance or Settlement Agent

Property Tree: 04. Sales Receipting for the Vendor and Buyer - Video

Receipting funds received from the Vendor or Buyer using the different sub-accounts

Property Tree: 05. Sales - Creating and Charging Advertising Fees - Video

Learn how to create and charge Advertising fees.

Property Tree: 06. Sales - Disburse Funds on Settlement - Video

Disbursing funds from Marketing & Sundries and disbursing funds on settlement.

Property Tree: 07. Completing the Sale in Property Tree - Video

Completing the sale and sales statement reporting

Property Tree: Business Insights - Date Filters and Navigation tabs - Tutorial

Learn how to use the date filters and navigation tabs.

Property Tree Business Insights

Property Tree: Business Insights Premium - View Details by Fees - Tutorial

In Business Insights you can now View Details by Fees.

Property Tree Business Insights

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Business Insights Basic – Creditors Board - Tutorial

Create customised reports and extract data on the Creditors Board.

Property Tree Business Insights

Property Tree: Automated Communications for Scheduled Rent Change - Tutorial

Set up Automated Communications for Scheduled Rent Change

Property Tree: Automated Communications Filter by Property Type - Tutorial

Set up Automated Communications to filter by Property Type

Property Tree: Automated Communications - Video

Learn how to set up and use Automated Communications.

Property Tree: 03. Vacancies widget on the Dashboard - Video

Keep track of all your vacancies on the dashboard.

Property Tree: 04. Accounts widget on the Dashboard - Video

Learn about the Accounts Widget on the Dashboard

Property Tree: 05. Agency widget on the Dashboard - Video

The Agency dashboard gives a Manager or team a high-level view of the Agency.

Property Tree: Pending Payments Widget on the Dashboard - Tutorial

Walk through the Pending Payments Widget on the Dashboard

Property Tree: 01. Leases widget on the Dashboard - Video

Keep track of all your Leases and Rent Reviews on the dashboard.

Property Tree: 02. Arrears widget on the Dashboard - Video

Keep track of all your residential and commercial arrears on the dashboard.

Property Tree: 01. Create Recurring Tenancy Invoices - Video

Learn how to create a Recurring Tenancy Invoice.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your creditors using the Pay Creditor wizard.

Property Tree: 03. Pay Direct to Creditor Tenancy Invoice - Video

Learn how to create a Pay Direct to Creditor Tenancy Invoice.

Property Tree: 04. Pay Direct to Creditor - Configure tenancy expense accounts - Video

Learn how to configure a tenancy expense account to be used when creating Pay Direct to Creditor invoices.

Property Tree: 05. Create a Scheduled Recurring Journal - Video

Learn how to create a Scheduled Recurring Journal to move funds between profiles.

Property Tree - Multi-line Ad Hoc Tenancy Invoicing - Tutorial

Learn how to setup Multi-line Ad Hoc Tenancy Invoicing.

Property Tree: Cancelling Journals and Reporting - Tutorials

Learn how to find a Journal, cancel journal and report on both the Original Journal and the Cancelled Journal.

Property Tree: Creating Journals - Tutorial

Learn how to create a Journal and reporting.

Property Tree: Pay Direct to Creditor Invoicing from Tenancy - Tutorial

Learn how to setup Tenancy Expense Accounts and create a Pay Direct to Tenancy Invoice.

Property Tree: Tenancy Invoice when Held Funds are Allocated - Tutorial

Learn how to allocate Held Funds to a Tenancy invoice when creating the invoice.

Property Tree: 07. Manual receipt type Tenancy - Video

Learn how and when to receipt to the receipt type Tenancy.

Property Tree: 08. Manual receipt type Unknown - Video

Learn how and when to receipt to the receipt type Unknown.

Property Tree: 01. Different manual receipt types - Video

Learn about the different receipt types available when manually receipting.

Property Tree: 02. Manual receipt type Agency - Video

Learn how and when to receipt to the receipt type Agency.

Property Tree: 03. Manual receipt type Bond Claim - Video

Learn how and when to receipt to the receipt type Bond.

Property Tree: 04. Manual receipt type Buyer and Vendor - Video

Learn how and when to receipt to the type Buyer and Vendor

Property Tree: 05. Manual receipt type Ownership - Video

Learn how and when to receipt to the receipt type Ownership.

Property Tree: 06. Manual receipt type Property - Video

Learn how and when to receipt to the receipt type Property.

Property Tree: 04. Create a Direct Debit Batch - Video

Direct Debit export and process a Direct Debit batch

Property Tree: 05. Process the Tenant Direct Debit Batch - Video

Find and process the Tenant Direct Debit Batch

Property Tree: 01. Tenant Direct Debit - Configuration - Video

What you need to do to get started and how to configure Tenant Direct Debit.

Property Tree: 02. Tenant Direct Debit - Tenancy Profile - Video

Learn how to set up Tenant Direct Debit on the Tenancy profile.

Property Tree: 03. Tenant Direct Debit - Other Rent Payments - Video

Setup Other Rent Payments to regularly contribute to the rent.

Property Tree: 06. Setting Up Receipt Clearance Days - Video

Setup or make changes to the Receipt Clearance Days.

Property Tree: 07. Update User Details - Video

Each user can update their own details in Property Tree

Property Tree: 01. Global Search - Video

Easily find a contact, access profiles or search tasks.

Property Tree: 02. Navigate Landing Pages - Video

Navigation your way around the Landing Pages to access tasks

Property Tree: 03. Help Centre and how to use it - Video

Check out our Help Centre to assist you with your learning.

Property Tree: 04. Groups and Tags - Video

Groups and Tags are used to categorise and customise data.

Property Tree: Bulk Tag Updates- Tutorial

Walk through the Bulk Tag Updates process.

Property Tree: 05. Tenancy Invoice Due Date - Video

Learn how to configure and display the Tenancy Invoice Due Date.

Property Tree: Basic Ownership Statement Improvements - Tutorial

Take a look at the improved Basic Ownership Statement.

Property Tree: Bulk Ownership GST Report - Tutorial

Send GST Reports to owners directly from the Ownership GST Report page.

Property Tree: Commercial Lease Terms and Option Date - Tutorial

Configure the Commercial Lease Terms, Option Date and Rent Increase Method.

Property Tree: Commercial Multi-line Budgeted Outgoings - Tutorial

Setup Commercial Multi-line Budgeted Outgoings on your properties.

Property Tree: Commercial Rent Adjustment by Percentage Amount - Tutorial

See how to add a commercial rent change to adjust the rent by a percentage amount.

Property Tree: Commercial Rent Invoices and Tenancy Ledger - Tutorial

Find out how Commercial Rent and Outgoing invoices will automatically generate and send to the tenancy.

Property Tree: Inspection Summary and Bulk Edits - Tutorial

Learn how to view and bulk update inspections.

Property Tree: Inspection Summary Bulk Assignment - Tutorial

Learn how to Bulk reassign inspections to another user.

Property Tree: User Management Inspection Contact - Tutorial

Learn how to assign a business role as an Inspection Contact and assign to individual users.

Property Tree: 01. Configuring Automated Inspection Scheduling - Video

Learn how to configure the Automated Inspection Scheduling.

Property Tree: 02. Conducting, Reporting and Closing Inspections - Video

Learn how to conduct, report and close inspections.

Property Tree: 03. Exclude or override Inspection Scheduling on a tenant - Video

Learn how to exclude or customise an individual Automated Inspection Scheduling on a Tenancy.

Property Tree: Tenant Download Single Page Receipting - Tutorial

Walk through the Tenant Download process and reporting.

Property Tree: 03. Tenant Download Processing and Reporting - Video

Tenant Download automated receipting process and reporting.

Property Tree: 01. Tenant Download - Assignment of Tenancy IDs - Video

Assignment of Tenancy IDs for Tenant Download automated receipting.

Property Tree: 02. Tenant Download - Configuration and Allocation Rules - Video

Learn how to configure the Tenant Download and select the Allocation Rules.

Property Tree: 03. Tenancy Receipting Rent Credit - Rent Free Period - Video

Learn how to enter a Rent Credit for a rent free period.

Property Tree: 01. Tenancy Receipting Rent Credit - Centrepay Payment - Video

Learn how to enter a Rent Credit for Centrepay Payments while receipting the rent.

Property Tree: 02. Tenancy Receipting Rent Credit - Reimbursing an expense - Video

Learn how to enter a Rent Credit to reimburse an expense while receipting the rent.

Property Tree: 05. Charge Tenancy Fee on the Profile - Video

Learn how to Charge a Tenancy Fee on the Profile

Property Tree: 07. Cancelling Fees Charged to the Ownership or Property - Video

Learn how to cancel fees charged to the Owership or Property.

Property Tree: 09. Setup Recurring Tenancy Invoice to Charge Fee - Video

Learn how to setup recurring Tenancy invoices to charge a fee.

Property Tree: 10. Setup New Account for Commercial Management Fee - Video

Learn how to setup a new account for Commercial Management Fees.

Property Tree: 11. Setup Property fee for Commercial Management - Video

Learn how to setup a Property fee for Commercial Management.

Property Tree: 01. Accounts Configuration - Video

Learn how to configure Account codes

Property Tree: 04. Charge Ownership and Property fees - Video

Learn how to charge Ownership and Property fees

Property Tree: 08. Cancelling or Refunding Fees Charged to the Tenancy - Video

Learn how to cancel or refund fees charged to the Tenancy.

Property Tree: 02. Fees Configuration - Video

Learn how to Configure Fees.

Property Tree: 06. Charge Tenancy fee from the Accounting - Video

Learn how to charge a Tenancy fee from the Accounting page.

Property Tree: 03. Add Tenancy Fee on the Profile - Video

Learn how to add a tenancy fee on the Tenancy Profile.

Property Tree - Build to Rent properties - Tutorial

There is a new subtype Build to Rent on your properties.

Property Tree: Not for Relet - Tutorial

Learn how to select Not for Relet on a property.

Property Tree: Property Compliance Register - Tutorial

Learn how to use the Property Compliance Register to ensure you are compliant.

Property Tree: Property Consumption Register - Tutorial

Learn how to add meters and update readings in the Property Consumption Register.

Property Tree: 05. Maintenance - Linking an invoice to a completed job - Video

Learn how to link an invoice to a completed maintenance job.

Property Tree: 06. Maintenance - Tracking and Reporting - Video

Track and report on your Maintenance using various reporting methods.

Property Tree: 02. Create a Maintenance Request via the Portal - Video

Owners and Tenants can request and manage Maintenance Requests via their Portal.

Property Tree: 01. Create a Maintenance Request in Property Tree - Video

If maintenance is required learn how to create a Maintenance Request in Property Tree.

Property Tree: Maintenance Request - Linking an Invoice to a completed job - Tutorial

Walk through the process of linking the creditor invoice to the Maintenance Request.

Property Tree: 03. Maintenance Request - Requesting Quotes from Creditors - Video

Send a maintenance Quote Request to multiple creditors requesting a quote for the job.

Property Tree: 04. Maintenance Request - Sending a Work Order - Video

Send a Work Order to authorise a creditor to complete the maintenance job.

Property Tree: Ad Hoc Emails including Merge Templates - Tutorial

Send an Ad Hoc emaiing including the option to merge templates.

Property Tree: Bulk Email Mail Merge | Ability to Edit Templates Temporarily - Tutorial

Temporarily bulk edit an email mail merge template.

Property Tree: Create a Mail Merge Template (Word) - Tutorial

Learn how to create a Mail Merge letter template in Word and upload it in Property Tree.

Property Tree: Create and Edit Email Templates - Tutorial

Create and edit bulk email merge templates.

Property Tree: Edit an existing Mail Merge Template (Word) - Tutorial

Learn how to edit an existing Mail Merge Template in Word and upload to Property Tree.

Property Tree: Send SMS - Bulk and Individual - Tutorial

Send an SMS message in bulk or individually using the Bulk SMS feature.

Property Tree: Sending Messages to the Portal - Tutorial

Portal users now receive all email communications as emails not portal messages.

Property Tree: Single Email Mail Merge – Ability to Edit Templates Temporarily - Tutorial

Temporarily edit an individual email merge template and add an attachment.

Property Tree: 03. Communication Platform - Reply SMS - Video

You can now receive reply SMS messages through the Communication Platform.

Property Tree: 02. Communication Platform - Compose SMS - Video

Learn how to compose SMS via the Communication Platform

Property Tree: 01. Communication Platform - Overview - Video

The Communication Platform allows you to have all conversation history in one spot.

Property Tree: Communication Platform | Automatic Email Replies - Tutorial

Configure an automatic email reply within the Communication Platform.

Property Tree: Lease Renewal Fee Charging - Tutorial

Walk through the process of adding and charging an event driven Lease Renewal fee.

Property Tree: 02. Lease Renewal Fees - Video

Learn how to setup and charge an event driven and manual Lease Renewal fee.

Property Tree: 01. Lease Renewal and Rent Review - Video

Learn about Lease Renewals, Rent Reviews and reporting.

Property Tree: Independent Agency Fee Payout - Tutorial

Learn how to pay the Agency fees independent of the Ownership

Property Tree: Single Bank File for ABA & Bpay Payments - Tutorial

Learn the process to consolidate multiple payment batches into a single ABA or BPay file.

Property Tree: 01. What is the End of Month Process - Video

Learn what is involved in the End of Month Process.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your Creditors using the Pay Creditor wizard

Property Tree: 03. Pay Ownership - Video

Learn how to pay out your Ownerships using the Pay Ownership Wizard.

Property Tree: 04. Pay Agency - Video

Learn how to pay your agency using the Pay Agency Wizard.

Property Tree: 05. Close Period and Audit Reporting - Video

Learn about the Close of Period and Audit reporting for the end of month.

Property Tree: 06. Rejected Ownership Payment - Receipted back to Unknown - Video

Learn how to process rejected Ownership payments when receipting to Unknown

Property Tree: 07. Rejected Ownership Payment - Receipted to the Ownership - Video

Learn how to reverse a rejected Ownership payment back to the Ownership

Property Tree: 01. Configure Task and Note Categories - Video

Configure new Task and Note Categories.

Property Tree: 02. Create Tasks and Notes on the profile - Video

Learn how to create Tasks and Notes on the profile.

Task Management - Bulk Update - Tutorials

Use the Bulk Update button to manage your Tasks.

Property Tree: Task Management Attachments and the Document Tab - Tutorial

Task Management Attachements will now save to the Documents Tab.

Property Tree: 03. Task Management and Notifications - Video

Access the Task Management page and Task Notifications.

Property Tree: 04. How to find and edit Notes - Video

Learn how to find and edit Notes.

Property Tree: 01. Change of Ownership | What to check prior to processing - Video

Know what to check prior to processing the Change of Ownership and more

Property Tree: 02. Change of Ownership|Process - Video

Learn how to process a Change of Ownership and what each step means

Property Tree: 03. Change of Ownership - Ownership doesn't have enough funds - Video

Learn what to do if the Ownership don't have enough funds when running a Change of Ownership

Property Tree: 04. Change of Ownership - Tenancy is in arrears on settlement - Video

Learn what to do when running a Change of Ownership and the Tenanct is in arrears on settlement.

Property Tree: 05. Change of Ownership - Handling outstanding invoices - Video

Learn how to handle outstanding invoices when a Change of Ownership is required

Property Tree: 06. Change of Ownership - Cancellation process - Video

Learn how to cancel a Change of Ownership if something has gone wrong.

Property Tree: 04. Reconciling the Variance on the Bank Reconciliation - Video

Learn how to reconcile the variance on the Bank Reconciliationo

Property Tree: 02. Accounts Widget on the Dashboard - Video

Learn about the Accounts Widge on the Dashboard

Property Tree: 01. Bank Reconciliation | Overview - Video

Take a look at an overview of the Bank Reconciliation.

Property Tree: 03. Balancing a Bank Reconciliation | Unpresented items - Video

Learn how to reconcile your Bank Reconciliation Unpresented items

Property Tree: 05. Bank Reconciliation Adjustments - Video

Learn how to handle Bank Reconciliation Adjustments

Property Tree: 06. Bank Reconciliation | Reporting - Video

Learn about the Bank Reconciliation reporting and reports required by your Auditors.

Property Tree: Logging on with multiple Factors - Video

Learn how to setup and login using multifactor authentications.

Property Tree: Why Multiple factors and demo of Okta and biometrics - Video

Learn why it is important to have multiple factors and how to setup and use them.

Property Tree: New Tenancy's Initial Transactions - Tutorial

Learn how to allocate a new Tenancy's initial transactions.

Property Tree: Bond Increase Workflow - Tutorial

Add a Bond increase when entering a Scheduled Rent Change.

Property Tree: Tenancy Statements from the Tenancy Profile - Tutorial

Produce a Tenancy Statement directly from the Tenancy Profile.

Property Tree: 01. Sales - Overview and Workflows - Video

Sales advertising options including VPA, navigation and sales workflows

Property Tree: 02. Adding a Sales Listing - Video

Adding the Vendor, Sale Property and Buyer from a sales listing

Property Tree: 03. Add a Conveyancer or Settlement Agent - Video

Learn how to add a Conveyance or Settlement Agent

Property Tree: 04. Sales Receipting for the Vendor and Buyer - Video

Receipting funds received from the Vendor or Buyer using the different sub-accounts

Property Tree: 05. Sales - Creating and Charging Advertising Fees - Video

Learn how to create and charge Advertising fees.

Property Tree: 06. Sales - Disburse Funds on Settlement - Video

Disbursing funds from Marketing & Sundries and disbursing funds on settlement.

Property Tree: 07. Completing the Sale in Property Tree - Video

Completing the sale and sales statement reporting

Property Tree: Business Insights - Date Filters and Navigation tabs - Tutorial

Learn how to use the date filters and navigation tabs.

Property Tree Business Insights

Property Tree: Business Insights Premium - View Details by Fees - Tutorial

In Business Insights you can now View Details by Fees.

Property Tree Business Insights

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Business Insights Basic – Creditors Board - Tutorial

Create customised reports and extract data on the Creditors Board.

Property Tree Business Insights

Property Tree: Automated Communications for Scheduled Rent Change - Tutorial

Set up Automated Communications for Scheduled Rent Change

Property Tree: Automated Communications Filter by Property Type - Tutorial

Set up Automated Communications to filter by Property Type

Property Tree: Automated Communications - Video

Learn how to set up and use Automated Communications.

Property Tree: 03. Vacancies widget on the Dashboard - Video

Keep track of all your vacancies on the dashboard.

Property Tree: 04. Accounts widget on the Dashboard - Video

Learn about the Accounts Widget on the Dashboard

Property Tree: 05. Agency widget on the Dashboard - Video

The Agency dashboard gives a Manager or team a high-level view of the Agency.

Property Tree: Pending Payments Widget on the Dashboard - Tutorial

Walk through the Pending Payments Widget on the Dashboard

Property Tree: 01. Leases widget on the Dashboard - Video

Keep track of all your Leases and Rent Reviews on the dashboard.

Property Tree: 02. Arrears widget on the Dashboard - Video

Keep track of all your residential and commercial arrears on the dashboard.

Property Tree: 01. Create Recurring Tenancy Invoices - Video

Learn how to create a Recurring Tenancy Invoice.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your creditors using the Pay Creditor wizard.

Property Tree: 03. Pay Direct to Creditor Tenancy Invoice - Video

Learn how to create a Pay Direct to Creditor Tenancy Invoice.

Property Tree: 04. Pay Direct to Creditor - Configure tenancy expense accounts - Video

Learn how to configure a tenancy expense account to be used when creating Pay Direct to Creditor invoices.

Property Tree: 05. Create a Scheduled Recurring Journal - Video

Learn how to create a Scheduled Recurring Journal to move funds between profiles.

Property Tree - Multi-line Ad Hoc Tenancy Invoicing - Tutorial

Learn how to setup Multi-line Ad Hoc Tenancy Invoicing.

Property Tree: Cancelling Journals and Reporting - Tutorials

Learn how to find a Journal, cancel journal and report on both the Original Journal and the Cancelled Journal.

Property Tree: Creating Journals - Tutorial

Learn how to create a Journal and reporting.

Property Tree: Pay Direct to Creditor Invoicing from Tenancy - Tutorial

Learn how to setup Tenancy Expense Accounts and create a Pay Direct to Tenancy Invoice.

Property Tree: Tenancy Invoice when Held Funds are Allocated - Tutorial

Learn how to allocate Held Funds to a Tenancy invoice when creating the invoice.

Property Tree: 07. Manual receipt type Tenancy - Video

Learn how and when to receipt to the receipt type Tenancy.

Property Tree: 08. Manual receipt type Unknown - Video

Learn how and when to receipt to the receipt type Unknown.

Property Tree: 01. Different manual receipt types - Video

Learn about the different receipt types available when manually receipting.

Property Tree: 02. Manual receipt type Agency - Video

Learn how and when to receipt to the receipt type Agency.

Property Tree: 03. Manual receipt type Bond Claim - Video

Learn how and when to receipt to the receipt type Bond.

Property Tree: 04. Manual receipt type Buyer and Vendor - Video

Learn how and when to receipt to the type Buyer and Vendor

Property Tree: 05. Manual receipt type Ownership - Video

Learn how and when to receipt to the receipt type Ownership.

Property Tree: 06. Manual receipt type Property - Video

Learn how and when to receipt to the receipt type Property.

Property Tree: 04. Create a Direct Debit Batch - Video

Direct Debit export and process a Direct Debit batch

Property Tree: 05. Process the Tenant Direct Debit Batch - Video

Find and process the Tenant Direct Debit Batch

Property Tree: 01. Tenant Direct Debit - Configuration - Video

What you need to do to get started and how to configure Tenant Direct Debit.

Property Tree: 02. Tenant Direct Debit - Tenancy Profile - Video

Learn how to set up Tenant Direct Debit on the Tenancy profile.

Property Tree: 03. Tenant Direct Debit - Other Rent Payments - Video

Setup Other Rent Payments to regularly contribute to the rent.

Property Tree: 06. Setting Up Receipt Clearance Days - Video

Setup or make changes to the Receipt Clearance Days.

Property Tree: 07. Update User Details - Video

Each user can update their own details in Property Tree

Property Tree: 01. Global Search - Video

Easily find a contact, access profiles or search tasks.

Property Tree: 02. Navigate Landing Pages - Video

Navigation your way around the Landing Pages to access tasks

Property Tree: 03. Help Centre and how to use it - Video

Check out our Help Centre to assist you with your learning.

Property Tree: 04. Groups and Tags - Video

Groups and Tags are used to categorise and customise data.

Property Tree: Bulk Tag Updates- Tutorial

Walk through the Bulk Tag Updates process.

Property Tree: 05. Tenancy Invoice Due Date - Video

Learn how to configure and display the Tenancy Invoice Due Date.

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Basic Ownership Statement Improvements - Tutorial

Take a look at the improved Basic Ownership Statement.

Property Tree: Bulk Ownership GST Report - Tutorial

Send GST Reports to owners directly from the Ownership GST Report page.

Property Tree: Commercial Lease Terms and Option Date - Tutorial

Configure the Commercial Lease Terms, Option Date and Rent Increase Method.

Property Tree: Commercial Multi-line Budgeted Outgoings - Tutorial

Setup Commercial Multi-line Budgeted Outgoings on your properties.

Property Tree: Commercial Rent Adjustment by Percentage Amount - Tutorial

See how to add a commercial rent change to adjust the rent by a percentage amount.

Property Tree: Commercial Rent Invoices and Tenancy Ledger - Tutorial

Find out how Commercial Rent and Outgoing invoices will automatically generate and send to the tenancy.

Property Tree: Inspection Summary and Bulk Edits - Tutorial

Learn how to view and bulk update inspections.

Property Tree: Inspection Summary Bulk Assignment - Tutorial

Learn how to Bulk reassign inspections to another user.

Property Tree: User Management Inspection Contact - Tutorial

Learn how to assign a business role as an Inspection Contact and assign to individual users.

Property Tree: 01. Configuring Automated Inspection Scheduling - Video

Learn how to configure the Automated Inspection Scheduling.

Property Tree: 02. Conducting, Reporting and Closing Inspections - Video

Learn how to conduct, report and close inspections.

Property Tree: 03. Exclude or override Inspection Scheduling on a tenant - Video

Learn how to exclude or customise an individual Automated Inspection Scheduling on a Tenancy.

Property Tree: Tenant Download Single Page Receipting - Tutorial

Walk through the Tenant Download process and reporting.

Property Tree: 03. Tenant Download Processing and Reporting - Video

Tenant Download automated receipting process and reporting.

Property Tree: 01. Tenant Download - Assignment of Tenancy IDs - Video

Assignment of Tenancy IDs for Tenant Download automated receipting.

Property Tree: 02. Tenant Download - Configuration and Allocation Rules - Video

Learn how to configure the Tenant Download and select the Allocation Rules.

Property Tree: 03. Tenancy Receipting Rent Credit - Rent Free Period - Video

Learn how to enter a Rent Credit for a rent free period.

Property Tree: 01. Tenancy Receipting Rent Credit - Centrepay Payment - Video

Learn how to enter a Rent Credit for Centrepay Payments while receipting the rent.

Property Tree: 02. Tenancy Receipting Rent Credit - Reimbursing an expense - Video

Learn how to enter a Rent Credit to reimburse an expense while receipting the rent.

Property Tree: 05. Charge Tenancy Fee on the Profile - Video

Learn how to Charge a Tenancy Fee on the Profile

Property Tree: 07. Cancelling Fees Charged to the Ownership or Property - Video

Learn how to cancel fees charged to the Owership or Property.

Property Tree: 09. Setup Recurring Tenancy Invoice to Charge Fee - Video

Learn how to setup recurring Tenancy invoices to charge a fee.

Property Tree: 10. Setup New Account for Commercial Management Fee - Video

Learn how to setup a new account for Commercial Management Fees.

Property Tree: 11. Setup Property fee for Commercial Management - Video

Learn how to setup a Property fee for Commercial Management.

Property Tree: 01. Accounts Configuration - Video

Learn how to configure Account codes

Property Tree: 04. Charge Ownership and Property fees - Video

Learn how to charge Ownership and Property fees

Property Tree: 08. Cancelling or Refunding Fees Charged to the Tenancy - Video

Learn how to cancel or refund fees charged to the Tenancy.

Property Tree: 02. Fees Configuration - Video

Learn how to Configure Fees.

Property Tree: 06. Charge Tenancy fee from the Accounting - Video

Learn how to charge a Tenancy fee from the Accounting page.

Property Tree: 03. Add Tenancy Fee on the Profile - Video

Learn how to add a tenancy fee on the Tenancy Profile.

Property Tree - Build to Rent properties - Tutorial

There is a new subtype Build to Rent on your properties.

Property Tree: Not for Relet - Tutorial

Learn how to select Not for Relet on a property.

Property Tree: Property Compliance Register - Tutorial

Learn how to use the Property Compliance Register to ensure you are compliant.

Property Tree: Property Consumption Register - Tutorial

Learn how to add meters and update readings in the Property Consumption Register.

Property Tree: 05. Maintenance - Linking an invoice to a completed job - Video

Learn how to link an invoice to a completed maintenance job.

Property Tree: 06. Maintenance - Tracking and Reporting - Video

Track and report on your Maintenance using various reporting methods.

Property Tree: 02. Create a Maintenance Request via the Portal - Video

Owners and Tenants can request and manage Maintenance Requests via their Portal.

Property Tree: 01. Create a Maintenance Request in Property Tree - Video

If maintenance is required learn how to create a Maintenance Request in Property Tree.

Property Tree: Maintenance Request - Linking an Invoice to a completed job - Tutorial

Walk through the process of linking the creditor invoice to the Maintenance Request.

Property Tree: 03. Maintenance Request - Requesting Quotes from Creditors - Video

Send a maintenance Quote Request to multiple creditors requesting a quote for the job.

Property Tree: 04. Maintenance Request - Sending a Work Order - Video

Send a Work Order to authorise a creditor to complete the maintenance job.

Property Tree: Ad Hoc Emails including Merge Templates - Tutorial

Send an Ad Hoc emaiing including the option to merge templates.

Property Tree: Bulk Email Mail Merge | Ability to Edit Templates Temporarily - Tutorial

Temporarily bulk edit an email mail merge template.

Property Tree: Create a Mail Merge Template (Word) - Tutorial

Learn how to create a Mail Merge letter template in Word and upload it in Property Tree.

Property Tree: Create and Edit Email Templates - Tutorial

Create and edit bulk email merge templates.

Property Tree: Edit an existing Mail Merge Template (Word) - Tutorial

Learn how to edit an existing Mail Merge Template in Word and upload to Property Tree.

Property Tree: Send SMS - Bulk and Individual - Tutorial

Send an SMS message in bulk or individually using the Bulk SMS feature.

Property Tree: Sending Messages to the Portal - Tutorial

Portal users now receive all email communications as emails not portal messages.

Property Tree: Single Email Mail Merge – Ability to Edit Templates Temporarily - Tutorial

Temporarily edit an individual email merge template and add an attachment.

Property Tree: 03. Communication Platform - Reply SMS - Video

You can now receive reply SMS messages through the Communication Platform.

Property Tree: 02. Communication Platform - Compose SMS - Video

Learn how to compose SMS via the Communication Platform

Property Tree: 01. Communication Platform - Overview - Video

The Communication Platform allows you to have all conversation history in one spot.

Property Tree: Communication Platform | Automatic Email Replies - Tutorial

Configure an automatic email reply within the Communication Platform.

Property Tree: Lease Renewal Fee Charging - Tutorial

Walk through the process of adding and charging an event driven Lease Renewal fee.

Property Tree: 02. Lease Renewal Fees - Video

Learn how to setup and charge an event driven and manual Lease Renewal fee.

Property Tree: 01. Lease Renewal and Rent Review - Video

Learn about Lease Renewals, Rent Reviews and reporting.

Property Tree: Independent Agency Fee Payout - Tutorial

Learn how to pay the Agency fees independent of the Ownership

Property Tree: Single Bank File for ABA & Bpay Payments - Tutorial

Learn the process to consolidate multiple payment batches into a single ABA or BPay file.

Property Tree: 01. What is the End of Month Process - Video

Learn what is involved in the End of Month Process.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your Creditors using the Pay Creditor wizard

Property Tree: 03. Pay Ownership - Video

Learn how to pay out your Ownerships using the Pay Ownership Wizard.

Property Tree: 04. Pay Agency - Video

Learn how to pay your agency using the Pay Agency Wizard.

Property Tree: 05. Close Period and Audit Reporting - Video

Learn about the Close of Period and Audit reporting for the end of month.

Property Tree: 06. Rejected Ownership Payment - Receipted back to Unknown - Video

Learn how to process rejected Ownership payments when receipting to Unknown

Property Tree: 07. Rejected Ownership Payment - Receipted to the Ownership - Video

Learn how to reverse a rejected Ownership payment back to the Ownership

Property Tree: 01. Configure Task and Note Categories - Video

Configure new Task and Note Categories.

Property Tree: 02. Create Tasks and Notes on the profile - Video

Learn how to create Tasks and Notes on the profile.

Task Management - Bulk Update - Tutorials

Use the Bulk Update button to manage your Tasks.

Property Tree: Task Management Attachments and the Document Tab - Tutorial

Task Management Attachements will now save to the Documents Tab.

Property Tree: 03. Task Management and Notifications - Video

Access the Task Management page and Task Notifications.

Property Tree: 04. How to find and edit Notes - Video

Learn how to find and edit Notes.

Property Tree: 01. Change of Ownership | What to check prior to processing - Video

Know what to check prior to processing the Change of Ownership and more

Property Tree: 02. Change of Ownership|Process - Video

Learn how to process a Change of Ownership and what each step means

Property Tree: 03. Change of Ownership - Ownership doesn't have enough funds - Video

Learn what to do if the Ownership don't have enough funds when running a Change of Ownership

Property Tree: 04. Change of Ownership - Tenancy is in arrears on settlement - Video

Learn what to do when running a Change of Ownership and the Tenanct is in arrears on settlement.

Property Tree: 05. Change of Ownership - Handling outstanding invoices - Video

Learn how to handle outstanding invoices when a Change of Ownership is required

Property Tree: 06. Change of Ownership - Cancellation process - Video

Learn how to cancel a Change of Ownership if something has gone wrong.

Property Tree: 04. Reconciling the Variance on the Bank Reconciliation - Video

Learn how to reconcile the variance on the Bank Reconciliationo

Property Tree: 02. Accounts Widget on the Dashboard - Video

Learn about the Accounts Widge on the Dashboard

Property Tree: 01. Bank Reconciliation | Overview - Video

Take a look at an overview of the Bank Reconciliation.

Property Tree: 03. Balancing a Bank Reconciliation | Unpresented items - Video

Learn how to reconcile your Bank Reconciliation Unpresented items

Property Tree: 05. Bank Reconciliation Adjustments - Video

Learn how to handle Bank Reconciliation Adjustments

Property Tree: 06. Bank Reconciliation | Reporting - Video

Learn about the Bank Reconciliation reporting and reports required by your Auditors.