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a year ago

April Product Update

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.



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Avatar of authorHenna Tirkkonen