Summary: Dashboards are now available in Property Tree, with more features and content to be added progressively in a series of stages.

You will have access to the Rent Calculator, Alert Bell, Portal Communication, Global Search and Need Help? functions.

This article will cover the Accounts dashboard. 

If you are anywhere else in Property Tree the dashboard  icon will take you back to the Dashboard.

To move to the Accounts board, click on the Accounts icon.

The order of these icons can be moved by clicking and holding on the icon and dragging it left or right.

However you chose to organise the icons, Property Tree will remember your choice for next time.


Click the View Filters icon to customise the data on the Dashboard as required.

If you have more than one active trust account in Property Tree, you can filter the dashboard by choosing a Trust

NOTE: The filters chosen will remain next time you come into the new Dashboard. You will be able to see the set filters at the top of the screen


The order of these widgets can be moved by clicking and holding on the widget and dragging it left or right. 

However you chose to organise the icons, Property Tree will remember your choice for next time.


The widget, Trust Trial Balance, shows you the total amount held in trust. It is then broken down into each area of the Trust Trial Balance and the amount in Trust for that area.

Click on each Name to go to the relevant report. Click on View Report will take you to the complete Trust Trial Balance report.


The widget Bank Reconciliation shows the break down of your Bank Reconciliation and gives you a snapshot of any potential issues when comparing Property Tree to your bank statement.

Total Adjustments is the total number of Adjustments that have been created in the current accounting period.

Total Adjustments Amount is the total value of the Adjustments created in the current accounting period.

Clicking on View Report will take you to the Bank Reconciliation Summary for a more detailed view.


Funds To Be Banked – funds that have been receipted to Property Tree but not yet banked.

By clicking on Create Bank Deposit you will move through to the relevant screen to create the bank deposit slip.


Uncleared Funds – the total amount that has been receipted through Property Tree but the funds are still waiting to clear.

By clicking on View Report you will move through to the relevant Uncleared Funds report.