✨ PROPERTIES✨

improvements
Customise your energy ratings
We’ve introduced the ability to customize your EPC ratings to match the energy rating system used in your region. You can now create, edit, or delete ratings for properties and areas in the Settings and Areas sections of the system. Users with access to Re-Leased Insights Strategic Dashboards can also pull energy rating data into EPC rating dashboards for deeper portfolio analysis. To learn more about energy ratings, visit the Help Center.

✨ PROPERTY COMPLIANCE✨

improvements 
Property compliance by area and external responsible party 
You can now assign multiple areas to a compliance record and specify an external responsible party, such as an owner or tenant. This gives you clearer oversight of compliance obligations at the area level - whether for individual units, shared spaces, or entire buildings - helping you stay on top of your compliance requirements today and in the future.

✨ INSIGHTS✨

improvements
Re-Leased Core package users now have access to enhanced functionality in their Insights subscription which allows you to stay in control of your portfolio and get the critical information you need, right when you need it. With the new functionality, you can dive deeper into your data, track key metrics, and streamline reporting by scheduling dashboard deliveries straight to your inbox.

Learn more about:

• Drilling into your data →
• Creating dashboard alerts →
• Scheduling a dashboard delivery →

✨ CONNECTED ACCOUNTING✨

New feature 
XERO:  Re-Leased supports discounts on Xero invoices
Xero accounting users can now sync invoice discounts between the two platforms. Previously, syncing invoices with discounts from Xero to Re-Leased led to inaccurate totals and risked overwriting discounts in Xero after editing invoices in Re-Leased. Now, we fully support percentage and fixed-amount discounts for Xero income invoices, ensuring totals remain accurate across both platforms.  

improvements
NETSUITE: Re-Leased now supports SuiteTax
We’re thrilled to announce that Re-Leased now fully supports NetSuite’s SuiteTax! SuiteTax is designed to handle the complexities of modern, global tax management, providing flexibility, scalability, and real-time compliance across multiple jurisdictions. SuiteTax allows you to stay compliant as you grow and navigate the ever-changing tax regulations.

✨ ACCOUNTING✨

improvements 

Great news for our UK and Guernsey customers using Virgin Money! You no longer need to process manual bank transfers - Virgin Money is now available as a bank payment file in Re-Leased, making payments easier and more efficient.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

As we wrap up 2024, we want to thank each of our customers, partners, and team members who made this a remarkable year. It’s been a privilege to support you and be part of your journey as you tackled challenges, seized new opportunities, and achieved impressive results. Wishing you a joyful holiday season and we're looking forward to another successful year working together with you! 💚  

✨ BETA TESTING✨

Exciting new features are coming to Re-Leased, and you have the chance to beta-test them before they officially launch! Get an exclusive preview of what’s ahead by clicking the ? icon on the right side of the portal and selecting Available Betas from the menu.

• beta testing  Customisable energy ratings for properties and areas
• beta testing Management and Ower Fees - Connected accounting and standalone users only
• beta testing Enable shared mailbox - Outlook email integration users only

✨ TRUST/CLIENT ACCOUNTING✨

New feature 
All Trust/Client accounting customers will now have a new and improved disbursement history list! You can now filter the view based on the available data and save time while trying to hunt down previous disbursements. 

improvements
The owner statements page under an owner contact has also been refreshed! The workflows have been made simpler, and you can now also raise a fee separately using the "Raise fee" button. This is step one in being able to bulk download and email owner statements for a specific owner, which we're looking to add in the first half of next year!

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

Firmly rooted in our belief that addressing even the smallest inconsistencies and paper cuts in the platform is as vital – if not more so – than focusing on introducing new flashy features in the product, our Customer Love Sprint initiative sits right at the core of our product thinking.

And what better way to demonstrate this than by running not one, but two Customer Love Sprints in the same year! 

Like our Valentine’s Day Customer Love Sprint in February, this Customer Love Sprint focused on addressing customer feedback, pain points, and product requests. We believe that responding to customer needs isn’t just about feeling good or improving a CSAT score —it’s about delivering real impact and value in their everyday workflows. 

To learn more about these Customer Love Sprint enhancements, our Product Managers have created short demo videos and product description summaries for you below. Each video will showcase some of the key improvements they worked on, ranging from feature refinements to visual enhancements.

If you have any questions regarding the improvements or would like to give feedback directly to the Product Manager, we have included everyone’s contact details under their sections below. Please don’t hesitate to let us know what you think - we're excited to hear your thoughts on these updates! 

💚PROPERTY MANAGEMENT 💚

💚Property List Page 
We’ve enhanced the way you can view information across the Property List Page: 

• Filter by Owner 
• More columns for faster access to your information: this includes tenancies (with links), property owner and custom fields.

💚The Maintenance Hub 
Users typically have multiple work order tasks within a maintenance event, which usually requires individually completing these tasks. We have made this process a lot more efficient.

• Now you can complete work orders when completing a maintenance event.  
• We have also introduced the ability to select all tags within the Maintenance Hub to enable users to easily de-select tags of no relevance. 
• The maintenance feed within a maintenance task pages also becomes increasingly difficult to navigate as comments start to add up. To resolve this, we have introduced filtering. 

💚The Compliance Hub 

• We have also introduced enhanced filtering within the Compliance Hub, namely adding in company and property owner filters. 
• The activity feed within compliance details becomes quite crowded as the comments rise too; to improve this view, we have also introduced filtering here. 
• Users can now also assign an external responsible party for a compliance, like a tenant or property owner. 

💚The Insurance Hub 
Property insurance is now visible within the Insurance Hub to view. 

navdip.singh@re-leased.com

💚TENANCY MANAGEMENT💚

💚Bulk Rent Review
When choosing a specific adjustment amount for bulk rent reviews, we have enabled users to be selective with the review type this applies to. This solves an existing problem where an adjustment amount applied to all rent review types within a bulk rent review.  

💚The Rent Escalation Scheduler 
The Rent Escalation Scheduler no longer auto-populates values against the new date and new amount field. We have also added in the ability to create a new rent review type within this feature. Also, upon completion of a rent review, you can now return directly to the Rent Review Hub. 

💚Budgets
Within the Expense to Schedule page, we have introduced a “from” column to identify a supplier contact to offer more context when allocating an expense across multiple schedules.  

💚Arrears Hub
An arrears status can be directly updated now within the Arrears Hub preventing the need to navigate to the individual tenancy to update this information. 

💚Late Fees
Tenancies that are placed into a “holding over” state are now included within a Late Fee rule. A late fee will incur now whenever payments are late. 

navdip.singh@re-leased.com

💚ACCOUNTING 💚

💚Easier to read invoice PDFs
The font size on invoice PDFs could sometimes be too small to read for tenants, so we’ve added a new setting that allows you to use a larger font size on income invoice PDFS.

💚Raise fees when rent is demanded, rather than when paid
This means you don’t have to wait for rent to be paid before raising a fee, the fee can be raised as soon as a rent invoice has been approved! 

💚The bank account reconciliation report now has a line for suspense ledger balances
This is particularly important for our Australian customers as it was a compliance issue. 

💚Easier to create/edit direct on charge templates
Now when inputting a % of allocation, the pre-filled amount is selected so you can start typing the new figure with one click.

💚Close of period page – better filters and more user-friendly
The old version of this page was in the old style and had limited search filter options. Now you can filter by status and bank account, as well as displaying in a cleaner looking list. 

💚Refreshed contact owner statement page
The owner statements page under a contact has a fresh new look, which allows you to raise a reprint fee separately from the download/email. We’ve also improved the workflow of emailing/downloading owner statements for an owner to be simpler. This is also step one in being able to bulk download or bulk email owner statements for a specific owner.   

grace.twigg@re-leased.com

💚CONNECTED ACCOUNTING 💚

 💚Invoice Sync Status 
Users can now at a glance see the sync status for invoices both from the invoice list view and at an individual Invoice level. Not only are we surfacing the sync status but also any corresponding sync error messages can be found by hovering over the icon.

Sync Statuses:

• Pending
• Sync Error
• Synced
• Unlinked - Unlinked via sync results.
• Excluded - This means that the transaction will not be synced.   

💚Enabling “Awaiting Approval” status for Vacating Credit Notes  
We've enabled Credit Notes created during the vacate process to be saved in an "Awaiting Approval" state, allowing customers to manage approvals directly in Xero. Previously these CN's could only be "Saved and Approved". 

💚Netsuite Sync Improvements
To improve sync reliability, we've added a 45-character limit and an error message in Re-Leased for the invoice reference field, aligning with NetSuite’s requirements and reducing sync failures

💚Enabled the ability to set a Default Expense Account for Contacts (creditors)  
We've added the ability for CA customers to set a Default Expense Account at the contact level, similar to the existing feature in Trust Accounting. This addition also enhances the Xero work order experience by using this default account when no COA is found on a maintenance item. Additionally, we're considering syncing this field with Xero, eliminating the need for manual updates for Xero users.  

💚New tracking UI improvements
Streamline multi-line invoice management for NetSuite and Sage Intacct integrations by reducing repetitive data entry and enhancing usability. Users can now apply tracking options across all invoice lines at once, see tracking settings directly on the edit page, and auto-populate tracking on new line items based on existing entries. Expand/collapse functionality further improves the interface, keeping tracking details organized and accessible. These changes make managing property-related invoice data more efficient and consistent, adding value by saving time and minimizing input errors. 

rudi.lategan@re-leased.com

💚PROPERTY REPORTING💚

💚Tenancy Schedule/Rent Roll report now includes:

• Future Rent summary metric
• An option to Sort by Company
• Display the property name at the top of the PDF export (when only a single property is selected)
• Floor and suite can now be found in areas and are sortable which allows users to view their Tenancy Schedule/Rent Roll reports in a way that reflects their physical building layout
• VAT Elected and VAT Effective Date 
• We now support select custom fields and have added an indicator to specify which columns are custom fields.

💚Invoice Details Report 

• The account class dropdown is re-ordered to match the convention
• Tax (or GST) Code and Tax Name are also now available

💚Tenancy Summary

• You can now choose how many notes you want to display in your report. 

💚Tenancy Statement 

• You can now filter by property.

kah.chan@re-leased.com

💚RE-LEASED PAY AND COMMUNICATIONS💚

💚Re-Leased Pay Invoice templates
You no longer need to create extra invoice templates when onboarding to Re-Leased Pay. Previously, setting up a new account required selecting or creating a custom template to include online payment details and ensuring your tenancies used those templates. Now, if you’re using the master template, everything is ready for your tenants to pay via Re-Leased Pay—no additional steps required. This improvement applies to new accounts, while we’ll add extra configuration for existing ones. Your custom invoice templates will still have payment options enabled by default, but you can turn these off anytime if needed.

💚Your tenants can now see available payment methods on your Re-Leased Pay emails and invoices 
Your Re-Leased Pay invoices and emails will now show all the payment methods your tenants can use, based on your region. Before, only a few credit card logos were shown, which sometimes made tenants think those were the only options. Now, tenants can clearly see all the ways they can pay, making it simpler and less confusing for them.

💚Re-Leased Pay tenants' email communications 
The Re-Leased Pay button on your invoice emails now looks clearer and more professional. And we’ve also made it easier for tenants to set up recurring rent payments by improving the invitation emails they receive.

💚Communication enhancements💚

💚You can now disconnect expired accounts 
This update makes things easier if you had an old email account linked to Re-Leased that you no longer use. Previously, if the connection expired, you could only reconnect the account—you couldn’t remove it. Now, you can easily disconnect expired accounts and link the email accounts you actually need.

💚Smarter redirections when sending emails
We’ve made enhancements to bring you back to the page you were working on after sending an email. You used to always be taken back to the tenancy history tab, regardless of where you were sending your emails from.  These enhancements will now allow you to get back to the right page after sending an email.

esperanza.garciaespina@re-leased.com

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You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

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announcements
🎉✨INTRODUCING CREDIA EXTRACT 🎉✨

We’re excited to introduce Credia AI Extract! Now you can automate data extraction from your property and insurance policy documents, eliminating the need for manual input.

New feature
Try Credia Extract today with Insurance Management
The first skill of Credia Extract focuses on insurance management. With Credia, your insurance documents are created and processed faster than ever before, allowing you to streamline updates and compliance tasks. Here’s how it works:

• Drag-and-drop efficiency: Easily upload insurance policies and Credia will quickly extract the data, saving you tedious manual work.
• Side-by-side review: View the extracted data alongside the original document for a quick and accurate review process.
• Email automation: Extract insurance details from email attachments, and initiate actions directly from your inbox with ease.

There are many more document types to follow, so stay tuned!

New feature
Create a new insurance policy directly from email
Once your Outlook Email is connected to Re-Leased, Credia can automatically extract all relevant insurance policy details from the attached document and generate a new insurance policy in Re-Leased.

New feature
Update an existing insurance policy with Credia Extract
You can also update an existing insurance policy by simply dropping your new PDF policy file directly into the Credia Actions Panel.

See this help center article to learn more about Credia Extract's Insurance Management skill →

✨ BETA TESTING✨

Exciting new features are coming to Re-Leased soon! Here’s your chance to beta-test them before the official launch and get a sneak peek of what’s coming in the months ahead.

• beta testing Custom Fields - Core and Pro users only
• beta testing Stacking plans – Pro users only
• beta testing Compliance Matrix Report – Pro users only

For more information about your subscription plan or how to upgrade, please reach out to your Account Manager, or request to be contacted here

✨ PROPERTY MANAGEMENT✨

improvements
Property List area
The look and feel of the property list area is changing for better soon! Here’s a sneak peek of what you can expect to see in the coming months.

Thanks to this improvement, you'll soon be able to:

• View all your properties in a familiar excel like format
• Edit multiple fields at once, as long as you have permission to edit properties. This will be awesome for updating the new Custom Fields functionality, which is now in Beta!
• Enjoy more filtering options, including multi-select companies
• Use sticky filters and sorting, which saves your filter and sorting settings between page loads, so you don't have to reset them when navigating back to this page 
• Customize the columns you see in this page

✨ RENT REVIEWS✨

improvements
The Effective Date field, which was previously limited to one-time rent reviews, is now available for bulk rent review processes as well! This update comes in response to a lot of customer feedback and requests, and we're excited to bring this added flexibility to your workflow. With this enhancement, you can now manage bulk rent reviews with ease and get ahead of your tasks by sending rent review correspondence well in advance of the date the new rent becomes effective.

✨ REPORTING✨

improvements
Property Maintenance Report
You can now customize and download your maintenance reports directly from the Maintenance Hub! Simply filter your view, then click 'Download' to save it as an Excel or PDF file, or share as an email attachment.

✨ TRUST/CLIENT ACCOUNTING✨

New feature
Trust/Client Accounting users will now be able to specify an "As at date" for their disbursements. This will allow you to continue bank reconciliation at the end of a period and use the "as at date" to ignore payments that happened after the selected date. To learn more about as at date, read this help article 

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

This month, we’ve rolled out several key new features and improvements. Highlights include the introduction of Property Compliance and enhancements to rent, income and expense invoices, trust/client accounting, and accounting integrations. We’ve focused on making your property management, compliance, and accounting workflows more efficient and easier to handle, and look forward to your feedback on these updates!  

🎉✨INTRODUCING PROPERTY COMPLIANCE FOR RISK-FREE PROPERTY MANAGEMENT WITH RE-LEASED 🎉✨

New feature
In recent years, compliance requirements for commercial real estate have become stricter and more complex, demanding that property managers stay updated on growing regulations and conduct regular audits. These tasks are crucial not only for meeting legal standards but also for ensuring the efficiency and safety of properties and tenants.

At Re-Leased, we understand these challenges and are excited to announce that Property Compliance is now available for all our customers. This core property management capability helps you manage your compliance in one place, save time and money, and mitigate legal, financial and reputational risks by ensuring your properties and assets remain compliant now – and in the future.

Keep track of your compliance with the Compliance Hub

The Compliance Hub delivers critical compliance information you need at a glance. It allows you to keep track of your compliance deadlines easily by providing a clear overview of all upcoming and overdue compliance requirements and tasks in seconds. Here you can also easily create new one-off compliance records for your properties with custom pre-set checklists and to-dos to support complex workflows.  

Visit the Compliance Hub

Centralise your compliance documentation in one place 

Say goodbye to third-party platforms and lost certificates. Now, you can locate, store and manage all your compliance documentation for each property inside Re-Leased. Maintaining accurate records for compliance checks and property maintenance, and meeting regulatory requirements has never been easier! 

Stay organised with timely compliance reminders

Simplify your calendar chaos by receiving automatic notifications before an important deadline. With compliance reminders, you'll never miss another compliance expiry date again. Just set a reminder during the compliance creation process to start receiving timely notifications via email and see reminders on the dashboard calendar, where you can also take action on them.

Simply setting up compliance with Templates

Create customised compliance templates to simplify setting up new compliance records and managing overall compliance, especially when you need flexibility or have detailed internal processes to follow. These reusable templates let you pre-define checklist items and documents tailored to your company's specific compliance needs.

Coming Soon

• Reporting and auditing
  Soon, you'll be able to run health check reports to identify missing, expiring, or expired documents, including those for specific compliance types. 
• Creating work orders directly from compliance records

Our Property Compliance documentation is in our Re-Leased Help Centre, and our support team are always available to help if you get stuck. 

✨ RENT REVIEWS✨

improvements
Automatically Tag Rent Invoices 'Without Prejudice' During Rent Reviews
You can now automatically add the "Without Prejudice" tag to rent invoices during outstanding rent review periods. This new setting helps you maintain an official 'open' position during negotiations and gets automatically removed once the review is completed. 

✨ TRUST/CLIENT ACCOUNTING✨

improvements 
Trust/Client Accounting customers will now find a new setting under "Owner statement display options" which will show tenancies with no activity on the detailed commercial  and  balances owner statement formats.

improvements
Instead of reversing many disbursements across multiple trust/client accounts, you can now reverse the most recent disbursement within a bank account even if other disbursements have happened more recently across other banks.

improvements
Discounts can now be applied to the following templates:

• Outgoings / service charges
• Repeating income 

✨ CONNECTED ACCOUNTING✨

QuickBooks Online improvements to US-based customers
improvements 
North American QuickBooks Online customers, you can now accept bank deposits as payments! No need to change any of your processes—just continue using QBO as usual. You can read more about Bank Deposit Transactions in this help article → 

improvements
Tax details now displayed on individual line items! This small but significant update addresses an issue where tax wasn’t correctly shown at the line item level on Re-Leased invoice templates, even though the overall invoice total was correct. We've updated the tax sync process, so your invoices will now show the correct tax details for each line item as expected. 

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

We’re excited to share some new updates with you! We’ve introduced a new Beta Program area in Re-Leased to make it easier for you to join and beta test our new features. For our Xero and QuickBooks Online customers, we’ve added useful syncing features to further enhance your daily accounting workflows between Re-Leased and the accounting platforms. Additionally, we’ve made improvements to our rent review capabilities and enhanced our Tenancy Schedule/Rent Roll, Tenancy Statement, and Tenancy Summary reports to offer more detailed and accurate insights, helping you manage your properties more effectively.

🎉✨INTRODUCING THE NEW RE-LEASED BETA TESTING PROGRAM – Now you can try our latest Re-Leased features and products before their official release! 🎉✨

New feature
All Re-Leased users can now explore the available beta testing opportunities in the new Re-Leased Beta Testing section! Discover what’s available by click the ? mark >Available Betas

✨ PROPERTY MANAGEMENT✨ 

improvements
Add preferred suppliers or BPAY creditors to multiple properties simultaneously
It has always been straightforward to add a new property and assign all your preferred suppliers to it. However, adding a new supplier to multiple properties in your portfolio used to involve a lot of manual work, entering them one by one. Not anymore! With the new feature under Contacts > Properties, you can now easily assign contacts, including maintenance contacts and BPAY creditors, to multiple properties at once.

✨ RENT REVIEWS ✨ 

New feature
Automated Rent Reviews
You can now automatically adjust rental rates based on your lease terms with our Automated Rent Reviews feature. It ensures timely updates using fixed increments, making sure your reviews are always on schedule without any hassle.  

To find out how to get automated rent reviews set up, read this help article → 

improvements
In addition to this, you can now also set up default tenant notifications, property manager reminders, email templates, and forms for specific rent review types. This feature eliminates the need to repeatedly enter the same correspondence information for each review.

To set up default correspondence, go to Settings > Review Type, and either create a new rent review type or edit an existing one to set up default templates and notifications.

✨ ACCOUNTING INTEGRATIONS✨ 

New feature 
We're excited to introduce the new Sync Overview area for our accounting integration customers. 

New feature
Xero integration settings and syncing your Re-Leased work orders directly as purchase orders in Xero
You can now manage your accounting integration settings more easily by accessing a detailed view pop-up screen for each integration. Simply navigate to Settings > Manage Integrations and Add-ons > View Details > Settings tab

Thanks to this update, you can also now enable Xero Work Order syncing and begin syncing your Re-Leased work orders directly as purchase orders in Xero. Learn more about syncing work orders from Re-Leased to Xero as purchase orders here →

New feature
QuickBooks Online expense syncing
QuickBooks Online customers are now able to sync their expense transactions, created in QBO, as paid expense invoices in Re-Leased. This new functionality is optional, meaning you can choose to opt into it via your QuickBooks Online integrations settings. You can learn more about the new syncing functionality here → 

✨ PROPERTY REPORTING✨ 

improvements 
WALE calculation consolidation between Property Analysis and Tenancy Schedule/Rent Roll
We have standardised the calculation of WALE (or WALT) making it easier to compare and understand these two calculations across the Property Analysis and Tenancy Schedule/Rent Roll reports. For more details, read below.

• Understanding the Property Analysis Report →
• How WALE is calculated in the Tenancy Schedule →

improvements
The tenancy type filter now available in the Tenancy Statement
You can now save time selecting the right tenancies by pre-selecting a tenancy type. When you filter by a tenancy type, the available tenancies in the Tenancy dropdown are now filtered down to only tenancies that match the tenancy type.

improvements
Property thumbnails are now available in the Tenancy Summary
The Tenancy Summary Report now has Property Images enabled. To enrich the Tenancy Summary, toggle the Property image option in the Layout sidebar.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

announcements
We are excited to announce the launch of Credia Artificial Intelligence, the new brain of our platform. By harnessing the capabilities of Credia AI, you're on the path to dramatically speeding up your daily tasks and unlocking deep insights to guide your decisions in property management. 

The Core Pillars of Credia AI Introducing Credia Action

Credia AI is revolutionizing Re-Leased with a foundation built upon three key pillars that work synergistically to enhance your efficiency and expertise:

🎉✨ INTRODUCING CREDIA ACTION ✨🎉

New feature
The next evolution of our platform is now live with Credia Action. Credia Action understands what you are doing and handles your tedious work. Automate end-to-end workflows and invest your time where it matters most. Take a maintenance workflow from 5 minutes to 30 seconds, a potential savings of 4 weeks+ per year for your team! Log into Re-Leased to try it now →

Where to find Credia Action?

1. You'll find me in the quick links navigation: Ask Credia to create reminders, add notes, or schedule maintenance tasks and more — all in natural language, from anywhere. Read more about the Credia Action panel here.

2. You'll find me in your new My Inbox: Once you integrate your Outlook Email, Credia will understand your emails, suggest relevant actions, and even complete them for you. Read more about how to connect your Outlook account with Re-Leased here.

3. You'll find me in the tenancies and contacts' emails area: Take action on incoming emails and follow Credia’s recommended next steps. Read more about using Credia Action with incoming tenancy and supplier emails here.

Get our new Outlook Email Integration!

New feature 
If you're interested in the Outlook email integration and it's not included in your current package, please reach out to your Account Manager or request to be contacted via this form → 

For getting started with Credia or connecting your Outlook email visit our Help Center. We welcome you to provide feedback while using Credia; you'll help shape our future roadmap. 

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

As we continue to improve the Re-Leased platform with more features and capabilities, we have noticed that some essential pages and product areas now require 3-4 clicks to reach. To help you save time and make things easier, we'll be making the navigation simpler, so you can switch between tasks and workflows smoothly.

This soon-to-be-released update is designed to improve your efficiency, making it easier to find what you need, and helping you get your work done faster. Now, you can navigate to your core workflows more efficiently and save valuable time.

The Main Menu

The new main menu will include a number of categories tailored to support your business processes. The menu items visible in your account are determined by your user permissions and your Re-Leased subscription.

To find specific product areas, click on a navigation menu category, then select the area you want to go to. Here's a summary of the categories and product areas:

• My Calendar, Global Calendar and My Analytics are still accessible from the Dashboard
  Properties and Tenancies have moved to Property Management
• Income & Expenses and Trust/Client Accounts have moved to Accounting
• Insights, general reports and the Report Builder are available under Reporting
• Contacts, Documents and Reminders live neatly under the Contextual Menu [...]
• Account Settings can be accessed through your My Account

You can read more about navigating the main menu here.

The Quick Links Menu

We will also make improvements to the quick links menu, located directly under the main navigation. Below is a summary of the menu items and quick access points to different tasks and actions.

• The Search Bar performs a global search across all your properties, tenancies, documents, and contacts for your keywords.
• Use the Add [+] button to quickly start adding new items, such as new properties, notes, contacts, process payments, and add invoices and credit notes. For users who handle Client/Trust Accounting, additional options include bank deposits, bank statement imports, and disbursements.
• Use the Sync arrows to check and manage the status of your connected accounting synchronization.
• The Rocket ship icon provides access to the Re-Leased Beta program area, another soon-to-be-released feature of Re-Leased, where you can opt in or out of current beta programs.
• Personalize your experience with Re-Leased by adjusting Settings. You can also manage add-ons and integrations to suit your portfolio’s needs.
• Use the [?] button to access in-app customer support and the Re-Leased Help, provide feedback, and read about our latest product updates. You can also submit product requests or upvote existing development items through the Re-Leased Product Roadmap link.

You can read more about navigating the quick links menu here. 

If you would like to test the new navigation before it gets rolled out, please get in touch with Kah at kah.chan@re-leased.com. 

This month, we are thrilled to unveil a suite of exciting new product and customer resource updates. Watch a video of the launch of our brand-new Help Center to learn more about your new go-to resource for expert guidance and support. Additionally, discover three new products designed to streamline your communications, tenancy management, and accounting workflows, while unlocking new and meaningful insights. Together, these improvements will elevate the way you manage your property portfolio in Re-Leased.

✨ THE NEW RE-LEASED HELP CENTER✨ 

announcements
We're excited to introduce the latest upgrades to our Help resources, designed to empower you in navigating and using Re-Leased effortlessly. Here's a sneak peek into what awaits you:

Last year, we began discussing the concept of adding a two-way email capability to Re-Leased. Since then, we have dedicated considerable efforts to enhancing the platform to seamlessly accommodate this functionality. Now, we are thrilled to announce a major milestone in this journey with the launch of an Outlook Email Integration product specifically designed for our Microsoft Outlook users.

You can now seamlessly connect your Microsoft Outlook email account with Re-Leased to efficiently organise and manage all your essential incoming and outgoing tenancy, owner, and supplier emails. These emails will be neatly sorted against your tenancies and contacts within the Re-Leased platform. 

To get started, follow the steps below to connect your Outlook email account with Re-Leased.

1. Navigate to My Account > Connected Accounts > Outlook Email and click connect
2. Choose which Microsoft account you want to connect to and accept the verification
3. Your account is now connected. Navigate to Contacts >Emails or Tenancy>Emails to experience it first-hand.

If you are curious about this product and it's not part of your current package, please contact your Account Manager to learn more!

✨ RENT REVIEWS ✨ 

New feature 
Rent reviews are a cornerstone of effective commercial property management. When managed well, they enable adaptation to market fluctuations, efficient rent adjustments, foster positive tenant relationships, and ensure property owners achieve maximum profitability and long-term success. With our latest Rent Review updates, achieving these goals is now more attainable than ever. 

3 Steps to Efficient Rent Review Creation 

• Create a rent review for an existing tenancy in under a minute!
  Simply fill in the necessary rent review details, such as review type, date, internal notes, or delegate to a team member to get started.
• Personalise correspondence
  Utilise built-in templates and include essential lease and tenant documents with the review to guarantee that all relevant information is readily available for negotiations.
• Automated notifications and reminders
  Set up automated rent review reminders and schedule tenant notification emails to ensure no deadline is missed.

The Rent Review Hub 

Easily oversee and monitor the entire lifecycle of all your rent reviews. Quickly identify properties and leases with pending, upcoming or overdue reviews, and utilise flexible filter options to categorise reviews by criteria such as company, review date, status, and more.  

Plus, when you need to make rental adjustments or conduct reviews, you can conveniently handle these tasks directly within the Rent Review Hub, eliminating the need to switch between different sections of the platform. 

Actionable Insights 

Whether you're focused on improving day-to-day operations or planning for the future, you can access valuable insights into your portfolio's rent review performance within Re-Leased.

• Utilise the Rent Review Hub as your go-to resource for tracking review lifecycle progress, including monitoring rent review statuses, identifying upcoming and overdue reviews, and analysing historical data.
• For broader, portfolio-wide perspectives on longer-term rent reviews for owners, banks and other key stakeholders, you create, save and share customized rent review reports using the Report Builder.

You can learn more about rent reviews on the Help Center:

• Creating a new rent review
• Understanding the Rent Review Hub
• Performing a bulk rent review

✨ TRUST/CLIENT ACCOUNTING✨ 

New feature
Easier way to manage rebates, rental incentives and abatements 
Whether you’re offering rent-free periods, rental discounts, rent relief, rent holidays or other lease incentives, you can now save hours of administration time and get more accurate discount vs actual rent reporting by utilising our newly improved discounting process available to our Trust/Client Accounting users.

Previously, applying discounts involved users recording them as negative line items on both rent and outgoings invoice templates. This resulted in users having to set up and maintain two separate invoices, while tenants received two monthly invoices instead of one.

With our latest enhancements to Trust/Client Accounting, we've streamlined this process. Now, users can conveniently apply the discount amount directly in its designated discount field on the same line as the rent, making it much simpler.

To learn more about effectively handling discounts, migrating negative line-items to discounts, setting up rules for discounts, and reflecting them in your property/tenancy level reports, read the following Help Center articles:

• Managing Discounts for Client/Trust Accounting Customers
• Reporting on Discounts at Property/Tenancy Level

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

Learn more about our freshly released products and updates!

✨ PROPERTY MAINTENANCE✨ 

improvements
Introducing custom tags and simplified statuses
Users have the power to create and associate multiple custom tags to their maintenance tasks. This capability allows you to tailor your tags according to your business processes and categorise and prioritise tasks in a way that best suits your workflow – whether it’s by location, maintenance lifecycle stage, priority level or any other criteria.

In addition to custom tags, we've also simplified the categorisation of task statuses. They are now grouped into three distinct states: incomplete, complete, and cancelled.

Another useful Maintenance Hub update is a functionality called sticky filters. Sticky filters ensure that your filter selections, and soon sorting order too, are remembered by the system, even if you navigate to other areas and then return to the Maintenance Hub. Once set, your chosen filters will still be in place! Pretty handy, right?

Sticky filters are also going to be useful if you prefer to view tasks in your Maintenance Hub differently from how the default filters present the information. With sticky filters, you can save your customised Maintenance Hub view without having to adjust the filters every time.

✨ PROPERTIES✨ 

improvements
New agricultural usage type on Properties
Users who have agricultural components in their portfolio can now tag their properties as agricultural.

✨ PROPERTY REPORTING✨ 

improvements 
Download a Tenancy Schedule/Rent Roll report into a flat format file in Excel or PDF
You can now download a Tenancy Schedule/Rent Roll Report into a flattened file in Excel for further analysis, data manipulation and reporting purposes. Large flattened files, in contrary to nested files, take less time to download and allow you to perform common data operations more easily including the basic functions of sorting, filtering, and applying formulas without the hassle of needing to navigate through more complex nested structures.

To get started, simply click to Display settings > tick Flatten into single list box > Apply settings and run >download as Excel or PDF.

✨ ACCOUNTING INTEGRATIONS✨ 

improvements 
Streamlined invoice processing for QBO and Sage Intacct Users
QBO and Sage Intacct customers no longer need to go through the hassle of manually splitting multi-property invoices into separate invoices to ensure proper budget flow. The system now handles line items tracking to multiple properties in the same invoice, and ensures all expenditure is automatically recorded against the correct budget items. This capability will be extended to Xero accounting users in the near future. To learn more please check out the KB article here

improvements 
Sage Intacct: Real-time syncing
Sage Intacct customers will no longer experience delays waiting for scheduled overnight syncs, thanks to the introduction of on-change syncing capability. Now, whenever an invoice is created or edited in Re-Leased, changes are instantly synced with Sage Intacct, ensuring immediate reflection of updates.

✨ TRUST/CLIENT ACCOUNTING✨ 

improvements 
Edit tax amount on expense invoices
To help our Trust/Client accounting customers match their creditor invoices, we now offer an option to adjust the tax amount up to 2 cents on each line item on expense invoices.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!