Hey there,

✨PROPERTY MANAGEMENT✨

improvements 

Review and manage users' access to companies

You can now easily see and manage to which companies users in your account have access to, as well as to those companies they can't access, and change this. Navigate to Settings > Users > Companies to access and edit the permissions. 

improvements 

Streamline editing Maintenance tasks  

You can now view, add more details or complete your outstanding maintenance tasks directly from the main Dashboard's Maintenance task pop-up screen. Click the maintenance task you want to edit > Edit Task > add notes, images or documents > Save.

 The same functionality is also accessible from Property > Tasks > Edit Task; and from the Maintenance Hub > Task details.

We will shortly also be adding other useful details to the Task details page - such as Budgeted Costs, Quote details and Work orders.

✨REPORT BUILDER✨

improvements 

Include more data in your reports

You can now include property owner details, annual market rent and tenant phone numbers in your custom reports when using the Report Builder tool.

✨TRUST/CLIENT ACCOUNTING✨

New feature 

Trust Account List

Customers who manage multiple trust/client accounts now have a high-level view of all their bank accounts. From here you can search, sort and drill into details of their bank accounts from this new page.

To learn more about the feature, check out this Knowledge Base article.

Disbursement Correspondence is coming soon

The disbursement correspondence which is available after completing a disbursement has been visually refreshed along with some further improvements to make sending communications to owners and creditors easier. 

improvements

Sending owner statements

There are now two options when emailing out owner statements:

1. Separate email per owner
   The owner will receive a separate email for each of their owner statements/ledgers (this is the pre-existing behavior)
2. Combined email per owner
   The owner will receive one email for all of their statements/ledgers and the statements are combined in a single PDF attached to the email.

Note: If an owner is set to use the combined residential owner statement, these options will make no difference to the current behavior.

✨INVOICING✨

improvements 

Rent templates now allow values less than $1

Rent templates now allow values less than the previous $1 limit. As long as each invoice raised is at least 1 cent, the annual rent amount will be allowed.

E.g. If you wanted to charge 1 cent for a whole year it would need to be a yearly invoice rather than monthly.

✨RE-LEASED PAY✨

improvements 

Allocate Re-Leased Pay payments to non-bank Chart of Accounts 

External accounting customers using Re-Leased Pay can now choose a different Chart of Accounts to allocate payments against. e.g. "Undeposited Funds". The chart of Accounts must have the "Enable payments to this account" option selected.

To learn more about allocating Re-Lease Payments to non-bank CoAs, check out this Knowledge Base article.

We hope you enjoy the latest updates and look forward to hearing your feedback. If you have any questions, please don't hesitate to contact your customer support specialist or click the 'Contact Support' feature within the Re-Leased system.