Hey there,

We are excited to announce our latest product releases which include several new features that will make managing your property portfolio even easier. 

Let's dive in - we hope you find them useful!

NEW PRODUCT INTRODUCTION
✨REPORT BUILDER✨

New feature announcements 

Report Builder

The Re-Leased Report Builder is a powerful new reporting tool which empowers you to create, edit, save and download customised tabular view reports of your data. This tool allows you to tailor your reports to meet your and your stakeholders’ preferences, from column ordering to the amount of data presented.

With minimal effort, you can generate customized reports using sample report templates, including Tenancy Schedule, Property List and Tenant List, that can be formatted to suit your business needs, giving you quick and easy access to the information you need when you need it.

In the coming weeks, we will continue to expand the range of data that is available to be reported on, and extend the ability to create more enriched reports with customized summaries. 

Find out more about the new Report Builder in our Knowledge Base.

✨PROPERTY MANAGEMENT✨

New feature 

Lease Renewal Options is LIVE  

Never miss a time frame to renew your leases again with our new Lease Renewal Options functionality. This extension to our lease management capability will help keep your leasing process on track while seamlessly integrating reminders and critical dates into your existing workflows.

You can find useful step-by-step guides on setting it up here, and on reporting here.

improvements

New fields available in Tenancies and Properties

We've introduced two new fields in the Tenancies and Properties area to enhance your ability to analyze your portfolio. 

The Tenant Industry field is a new feature at the Tenancy/Lease level, which includes a pre-filled list of industries generated from widely accepted global SIC codes. 

The Property EPC Rating field is a new feature at the Property level that includes a pre-filled list of Energy Performance Certificate (EPC) ratings, ranging from the most efficient rating A through to the least efficient rating G.

These fields will soon be integrated into dashboard views, enabling you to get an overall view of your exposure and weighting by Tenant industry and your Portfolio EPC position. This feature will provide you with valuable insights to better manage your portfolio.

improvements 

Clearer terminology in maintenance work

We have improved the way you organize maintenance jobs and tasks in Re-Leased by introducing clearer terminology to distinguish between different levels of maintenance work.

A Maintenance job represents a larger maintenance item, such as cleaning gutters, that may contain one or more smaller tasks. 

✨BUDGETS✨

New feature 

Budgets supporting multi-area tenancies is LIVE  

All customers now have access to the recent Budget by Area updates that support multi-area tenancies, which were previously in beta testing. 

This update now comes with a number of exciting new capabilities; a useful on-page budget guide (1) to help remove any workarounds that may have been in place, improved performance for displaying income line items (2), and budget income reporting that reflects all allocated income without requiring a budget reconciliation. All functionality is available through the new Income to Area tab. 

Find out more about how these new features work in the Knowledge Base.

Budget certificates can now be directly emailed to your Re-Leased contacts

Customers will no longer need to download large amounts of budget certificates, extract their required contents and create individual emails to send each attachment.

We are pleased to announce the ability to bulk email both Owner and Tenant budget certificates directly to your Re-Leased contacts from the system. 

More information on how to get started with bulk emailing budget certificates in the Knowledge Base.

✨TRUST/CLIENT ACCOUNTING✨

beta testing 

Join our upcoming Trust/Client Accounting BETA group!

We're excited to announce that we're currently in the beta testing phase for two of our latest Trust/Client Accounting features, and we'd love for you to be a part of it. 

Currently recruiting for:

1. Disbursement Correspondence beta 

2. Trust Accounting List beta

If you're interested in testing either of these new features and joining our Trust/Client Accounting beta group, please reach out to Grace Twigg at grace.twigg@re-leased.com 

Disbursement Correspondence

BETA group testers can now try the new disbursement correspondence 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.

Trust Accounting List 

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

Join our Trust/Client Accounting beta testing group today to be the first to experience new features and provide valuable feedback that will help shape the final product, please reach out to Grace Twigg at grace.twigg@re-leased.com

✨RE-LEASE PAY✨

New feature 

Re-Lease Pay Status

To enhance the visibility of a tenant's recurring payment status and payment method, we're introducing a Re-Leased Pay Status in both Tenancy Summary and Rent and Outgoings areas in Re-Leased.

Three types of statuses can be found on the Tenancy Summary and Tenancy Rent and Outgoings pages:

1. When the tenant has successfully set up recurring payments

2. When the tenant has not set up Recurring Payments

3. When the company has not set up Re-Leased Pay

To learn more about the Re-Lease Pay Status, visit our Knowledge Base. 

If you have any questions about how you can take full advantage of these new features, feel free to reach out to your customer support specialist or click the 'Contact Support' feature within the Re-Leased system. Thanks for being part of our community!

New feature 

We're thrilled to announce the launch of our latest new feature! Lease Renewal Options have been created to enable you to set reminders and track critical dates in your leases, ensuring you never miss an important deadline to renew a lease. 

Lease Renewal Options has been specifically designed to integrate seamlessly with your existing term renewal workflows, and our team has worked hard to ensure that this feature is easy to use and requires minimal setup, so you can quickly get started and keep your leasing process on track. Click here to learn how to get started! 

We've also integrated these key dates into our Events Reporting, ensuring you can stay organized and quickly identify any leases where action is needed. Click here to learn more about reporting. 

We're excited to offer Lease Renewal Options as an addition to our platform for all customers under their existing subscriptions, going live from March 24th, 2023. We're confident that this new feature will help you streamline your leasing process and minimize the risk of missed lease deadlines. We encourage you to try out Lease Renewal Options and experience the benefits for yourself, and our Support team is here to help you get started and answer any questions you may have.

Hey there!

It's time for our next Product Update, where we share all the exciting updates and new releases from Re-Leased.

In this update, we've got some great new features and product enhancements that we can't wait to tell you about. So, whether you're a long-time Re-Leased customer or just discovering us for the first time, we hope you'll join us as we explore what's new and exciting in the world of our products.

beta testing New feature 

Lease Renewal Options - join our BETA testing group

The importance of timing cannot be overstated, as letting leases expire without a renegotiated or renewed plan can result in significant financial consequences. Our new Lease Renewal Option Expiry date and reporting capabilities are designed to provide advance notice of crucial dates, allowing you to take proactive measures and staying on top of your leases.

We're thrilled to offer a sneak peek of our upcoming feature, Lease Renewal Options! Our team are putting the finishing touches on this workflow and aiming to have a beta test group activated by the beginning of next week. If you're interested in testing out this feature and joining our beta group, please reach out to Tom Everton via thomas.everton@re-leased.com

Using this feature, you are able to:

1. Choose to add Option expiry dates and reminders to Rights of Renewal

2. View and take action on these reminders from the Dashboard:

3. Record details about the Option when renewing a Term:

4. View important details more easily on a redesigned Terms & Breaks Page:

New feature improvements

Email financial reports to additional recipients 

When emailing the financial summary or financial details report, users can now include additional recipients that are specified on the owner contact. This removes the need to manually email the report to additional contacts that are already specified against the owner.

You can now:
• Keep your emails and email history in Re-Leased
• Save time by consolidating workflows

Additional contacts that are set for an owner on the view/edit contact page:

New feature

Draft Owner Statements

With our Draft Owners Statements, you can now see the current state of the client/owner statements without having to run a trial disbursement.

To find more information about draft owner statements, please click the Knowledge Base button below.

Knowledge Base

New feature

Quicker bank reconciliation

We have made significant performance upgrades to the system to reduce the likelihood of timeouts on your bank statement reconciliation page. 

Security deposits now available on New Tenancy Schedule 

Customers can now report on tenant security deposits in the new Tenancy Schedule. This information is now available at the tenant level when the Tenancy Schedule report is grouped by 'Tenancy'.

New feature improvements

improvements

Small update to Tenancy Schedule Beta Landing Page  

The Tenancy Schedule (Beta) landing page has had a small update. Saved reports are now visible in a list rather than large cards. This update will make it easier to work with a larger number of report customisations and starts to lay the groundwork for future reports templates and UI in this area.

improvements 

Our team have been doing some awesome work on updating our Add-ons and Integrations page; giving it a fresher look and more logical groupings to our integration options.

I am excited to share that this improvement marks the first step in our initiative to refresh the entire onboarding experience for new Connected Accounting customers. The ultimate objective is to provide faster and smoother first impressions of Re-Leased while reducing the likelihood of integration errors.

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If you have any questions about how you can take full advantage of these new features, feel free to reach out to your customer support specialist or click the 'Contact Support' feature within the Re-Leased system. Thanks for being part of our community!

Hi there!

Welcome to 2023 everyone! A new year and with that comes many new possibilities, especially over here at Re-Leased. We’ve got a few new, exciting features and product enhancements to share with you that we are sure will come in handy for many of you.

Without further ado, let’s review January's new improvements and announcements.

improvements

Document Subfolders are here!💥 

improvements

Get support within the in-app Customer Support 🤝

We are delighted to announce our improved in-app Customer Support functionality is now live for all Re-Leased customers! This convenient feature allows you to find answers to your questions, submit feedback, or open a support ticket quickly and easily without ever having to leave the system.

There is a lot to love: 

• More convenient - available at the click of a mouse.
• Faster solution – find answers to your questions quicker & easier.
• Even more support – find helpful articles, submit feedback, or open a ticket without leaving the app.
• Monitoring your activity - Submitting tickets via the in-app Customer Support functionally or Knowledge allows customers to track their tickets under ‘My Activity’

For our Premium and Premium Plus Support customers – access to live chat within the application

To learn more about the in-app Customer Support functionality, please click the Knowledge Base button below.

Knowledge Base

New feature 

Budgets by Area 💚 Multi-tenants💚Enhancements to the budget reconciliation process

Announcing a new Budget by Area functionality that our customers have been asking for some time - Budgets by Area now supports tenants who occupy more than one area!

And as part of this area improvement, we have also made enhancements to the budget reconciliation process by adding a new Income to Area step to give customers with properties that contain tenants across multiple areas an option to allocate all income raised against more than one area - something that could not be done easily before. 

To learn more about how to reconcile a Budget by Area, simply click the Knowlege Base article button below for a helpful step-by-step guide.

Knowledge Base

improvements 

Budget by Area 💚 Report Updates

Budget Summary Report 
Users of the Budget Summary Report can now choose to display Chart of Accounts Codes to ensure the summary report is better aligned with the current Budget summary screen.

Report Layout Changes 
Along with this update, we have also slightly improved the user interface for the following budgeting reports to better align the usability of the rest of the application.

The updated reports include:

• Budget Summary
• Budget vs Actual
• Budget Income

New feature 

Budget summary report - Variance reporting

The new Variance Reporting functionality in the Budget Summary Report function now allows customers to add up to two extra budgets to compare results against, as well as, an option to include a variance column in the report to reflect the percentage change against the anchor budget. This functionality is also available when the report is exported from the system.

improvements 

Re-Leased Pay - Additional ACH bank account support and Micro-deposits 

Re-Leased Pay US customers are now able to benefit from additional ACH bank account support as we replace our third-party payment provider, Plaid.

 Some of the immediate customer benefits include:

• Additional support for an extended network of 1,500+ banks, bringing the total number of supported banks up to 6,000+
• An enhanced user experience, US tenants will no longer have to leave the payment window to authenticate their bank account during the payment process.
• If the tenant's bank is, however, not supported, the tenant can still authenticate their ACH payment securely by manually entering a Micro-deposit code sent to your email.

To find more information about the process your tenant will go through once you have enabled Re-Leased Pay and they choose to pay with ACH in the Knowledge Base article below.

 Knowledge Base

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If you have any questions about how you can take full advantage of these new features, feel free to reach out to your customer support specialist or click the 'Contact Support' feature within the Re-Leased system.

We are delighted to announce our improved in-app Customer Support functionality. You can now access our Customer Support within the Re-Leased app, including our Knowledge Base, Product Roadmap, and contact our customer support team without leaving the app at all.

Some of the key in-app support benefits to you include:

• More convenient - available at the click of a mouse.
• Faster solution – find answers to your questions quicker & easier.
• Even more support – find helpful articles, submit feedback, or open a ticket without leaving the app.
• Monitor your activity - Submitting tickets via the in-app Customer Support functionally or Knowledge allows customers to track their tickets under ‘My Activity’.
• For our Premium and Premium Plus Support customers – access to live chat within the application

To learn more about our in-app Customer Support functionality, please click the Knowledge Base button below.

Knowledge Base

improvements 

After so many customers asked for this, we couldn't ignore it any longer. We have implemented a document subfolder feature for a simpler way to organise, find and access your documents.

This allows you to:

• Create or delete multiple layers of folders and subfolders
• Rename and move your subfolders under any given folder
• Organise your documents under Properties and Tenancies/Leases
• Move documents from one folder location to another

Click the link below to find out more!

Knowledge Base

New feature 

Tenant's Insurance is now live for all customers!

This new functionality allows users to store insurance records against Tenancies/Lease; with associated dashboard reminders for policy expiries, and a reminder email workflow to enable easy follow ups to Tenants.

Knowledge Base

New feature 

Draft owner statements - BETA

APAC customers can now generate draft owner statements via a new report or during a disbursement when selecting owners. This will be available to EMEA customers on January 9th 2023.

Knowledge Base

New feature 

CREDIA Budgets vs Actuals reporting

The new Budgets vs Actual Overview  dashboard in CREDIA includes the Total, Amount consumed, and the Remaining Amount (under-expected/over-expected) of the Budget together with a split among the different budget cost classification types. 

This new dashboard also utilizes a new data model which makes the loading up to 10 times faster than other reports.

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improvements 

Re-Leased Pay - driving tenants to automated recurring payments by default

We have made changes to the Re-Leased Pay Checkout experience for tenants, which will drive the set-up of recurring Rent payments by default (instead of one off payments as was the previous default).

These changes will benefit our customers by

• Increase the certainty of timely rent payments
• Saving time chasing tenants for payments
• Drive a reduction in tenant arrears

If you're interested in setting up Re-Leased Pay to help automate your rent collection, please contact support@re-leased.com to get started, or check out the knowledge base article below.

Knowledge Base

improvements 

Edit reference on paid expense invoices & credit notes

If an expense invoice or credit note has a payment against it, many fields become un-editable.
Users can now edit the reference field on an expense after payment has been made. 

improvements 

Maintenance Contacts now pull through to Quote Requests

If you have a Maintenance Item with a Contractor selected, and then go to send a Quote Request, the selected Contractor name will now pull through automatically to the Send Quote Request Email template, saving users from manually adding this Contact. If needed, you can still add further Contacts to send the Quote Request to as well.

beta testing 

Tenant's Insurance tab in the Insurance Hub

We've recently enabled the new Tenant's Insurance tab in the Insurance Hub for our Beta testers. This will allow similar functionality for managing Tenant's Insurance at a portfolio level that users can currently get for Supplier's Insurance, including:

• Searching
• Filtering
• PDF downloads
• Adding new policies

We will look to enable this functionality for all users early in 2023!

announcements  🚀 💚 The new CREDIA IS HERE 💚🚀

beta testing  🚀 Draft owner statements - in Beta

There are now two ways to preview an owner statement without completing a disbursement.

1. Preview within disbursement: this option is good for checking individual owner statements within a disbursement.
   
   Start disbursement > Select owners to disburse > Expand owner > Generate draft statement 
   
   
2. The draft owner statement report allows you to check owner statements in bulk outside of a disbursement. It can generate draft statements across multiple bank accounts and allows filtering by property manager or owner.
   
   Reports > Client accounting reports > Draft owner statement 
   

Learn more

beta testing  Tenant's Insurance - Beta is live! 

Very excited to announce the beta launch of the new Tenant's Insurance feature!

Following on from our work developing Supplier's Insurance, we're extending the same concepts to apply to tracking Tenants' Insurance.

In the beta release, users have the ability to :

• Create policy records, with associated expiry dates creating Dashboard reminders for assigned users
• View audit trails of changes to policies
• Create correspondence templates and send reminder emails to Tenants

We're currently working on enabling reporting on Tenant's Insurance policies by adding them into the Insurance Hub; and we're aiming to have this feature available to all Re-Leased users by the end of December.

Learn more

improvements Show disabled invoices on the credit note allocation screen

For EMEA users only (APAC can still do cross ledger allocations).

When allocating a credit note, any invoices that contain a different ledger to the ledger(s) on the credit note will be shown in the list, but will be disabled.

✨ Side improvement: Invoice numbers now link off to the invoice so you can check the invoice details.

improvements Tax inclusive / exclusive option on outgoings templates 

Outgoings/service charge templates can now be set as GST inclusive OR exclusive. Helping to avoid those pesky rounding issues!

A new "Amounts are" drop down is available when editing or creating an outgoings/service charge template.

improvements Single Sign On for Property Manager Mobile App 🚀

Customers are now able to use their SSO provider to sign into the Property Manager Mobile App. This streamlines the log in experience and provides additional compliance & security benefits over a traditional username & password sign in.

This also addresses a major pain point for those that already use SSO for signing in to Re-Leased. Particularly when companies enforce SSO, these users were previously unable to use the Property Manager Mobile App.

announcements Edit restrictions on invoices & credit notes that have appeared on a "Balances" owner statement

To improve the generation speed of the "Balances" owner statement, new document editing rules have been put in place.

If an invoice has appeared on a balances owner statement, the following fields will be uneditable (unless the disbursement is reversed):

• Property
• Tenancy
• To/from
• Issue date
• Due date
• Reference
• Description (can still be edited on expenses)
• Quantity/unit price
• Tax type
• Ledger
• Adding/removing lines

If a credit note has appeared on a balances owner statement, the following fields will be uneditable (unless the disbursement is reversed):

• Property
• Tenancy
• To/from
• Issue date
• Reference
• Description (can still be edited on expenses)
• Quantity/unit price
• Tax type
• Ledger
• Adding/removing lines

improvements 💸 Re-Leased Pay updated Invoice list screen 💸

As part of our work to promote tenants setting up recurring payments, we have updated the Invoice list screen, which will be the first screen in the updated payment flow.
Key changes are refreshing and aligning the UI and putting more emphasis on the arrears status with colour-coded indicators.

 

improvements Visual updates to buttons in Income and Expenses

We're consolidating our button styles to make the primary action on the pages in Income and Expenses clearer and to simplify our overall UI. 

Before:

After:

This update is part of how we continually improve how well our product works, looks, and feels. This has been a massive effort updating a large number of pages and modals, and look out for more!

improvements Merge fields in Forms & Agreements

We're continuing to build out more merge fields in our Forms & Agreements area - with the goal of enabling easily created Tenancy/Lease agreements.

Recently added merge fields are:

• Tenant Mobile Number (comma separates mobile numbers of all listed Tenant Contacts)
• Tenancy/Lease Custom Reference Field
• Property Custom Reference Field
• Tenancy/Lease Type
• Tenancy/Lease Form
• Car Park Area Title
• Rent Amount on first rent invoice (pro-rated)

improvements Run Ledgers report for multiple bank accounts

When running the Ledgers report, users can now select multiple bank accounts. No more running the report over and over for every bank account!

improvements  Insurance Hub upgrades

With these improvements users can now: 

• Create a new Suppliers Insurance policy from the Hub
• Download reports in PDF and CSV
• Perform bulk actions on many policies together (Archive and Send email reminders)

We're planning on adding further to this area in the near future by pulling in the newly created Tenant's Insurance records.

improvements Create outgoings/service charge templates on Budget Approval 

Customers can now create new Outgoings/Service Charge templates when approving a Budget by Area. This save heaps of time from having to constantly navigate away and create the template from the tenancy area itself.  

New feature Tenancy Schedule Excel exports are in beta! 📣

The new tenancy schedule report can now be exported to excel. This will include all on-screen data, totals and formulas for cells such as totals. This is available to all beta customers.

New feature CREDIA 2.0 Arrears Drill 

Arrears is now aggregated on the first drill layer to provide a neat tenancy schedule rather than break out by invoice. By then selecting the tenants arrears total or a count you will navigate to a more detailed invoice schedule for that particular tenant.  

1st drill showing invoice count and total amount:

2nd drill showing a line-by-line breakdown of the tenant's arrears:

New feature CREDIA 2.0 Insurance & Anniversary

The events management dashboard now includes the properties insurance and anniversary to ensure asset events are visible in CREDIA to managers.

New feature improvements CREDIA 2.0 Standardised Filtering 

All dashboards have now a standardised set and order of filters as a bare minimum to improve consistency and ease of navigation 

Customers are now able to use their SSO provider to sign into the Property Manager Mobile App. This streamlines the log in experience and provides additional compliance & security benefits over a traditional username & password sign in.

This also addresses a major pain point for those that already use SSO for signing in to Re-Leased. Particularly when companies enforce SSO, these users were previously unable to use the Property Manager Mobile App.

SSO for iOS - is live now!

SSO for Android  - to be launched November 21, 2022

Customer Love Sprint

At the start of October, our Product & Engineering teams tried something new. We realised that although our customers get a lot of value from the big-ticket things we work on, the small things that appear trivial often cause the most friction. Solving these little pain points can sometimes be just as important to our customers as releasing the next game-changing feature. 

So what did we do? 

We dedicated our entire product and engineering departments to a two-week project we called the Customer Love Sprint, where we pushed pause on our bigger projects, and focused exclusively on the small stuff. Over these two weeks, our teams completed 86 individual enhancements related to removing friction and solving small pain points, as reported by you.

Which means there's a huge amount of things in this month's update! 

Some of the highlights include:

• Supporting payments with Journal Entries for our QuickBooks Online integration 
• Creating more useful filters in the Maintenance Hub
• Displaying the Rent per psqft / m2 in the main summary pages of Properties and Tenancies
• Displaying total amount overdue on Rent Invoices
• Including more information while performing Bulk Rent Reviews
• Including more information while processing disbursements
• Enabling more functionality in the Reminders Hub

And many many more!

For more details, read on below!

New feature Re-Leased Pay now caters for multiple Bank Accounts

In Re-Leased Pay, previously all payments received from tenants had to be received into the same single bank account. 

With this change, users will now be able to configure how their properties to map to their chosen bank accounts. All tenant invoices under these properties paid through Re-Leased Pay will reconcile to the specified bank account.

Users can also assign a "default bank account" so any properties not specifically mapped to a bank account will have funds deposited into the default bank account.

New feature Customizable Arrears/Delinquency Statuses are now available!

Specify on each tenancy how you need to classify their Arrears/Delinquency status, and have these classifications flow through to relevant Arrears/Delinquency reporting.

Create and manage the statuses for all companies in your Group in a new section under Settings; and specify the right status in the Tenancy/Lease Details page.

improvements Generate invoices for previously waived Late Fees

With this change, Late Fees that had previously been waived can now have invoices generated, in the event that the agreed payment arrangement falls through. 

improvements Invoices now show total overdue amount

We've added a new optional setting (activated on Invoice Templates) to add a new line of additional information to Income Invoices. Checking this box will allow your Tenants to see easily the total amount they owe across all invoices.

improvements Edit descriptions on paid expense invoices 

Now paid expense invoices can have the description field edited, if any information needs further updates.

improvements New column added to bulk invoice email screen

The bulk invoice email screen now includes an invoice/credit note column to show which invoices the contact will receive.

improvements Bulk email invoices to all tenancy/lease invoice contacts

In that same action of bulk emailing invoices to tenants, we've made a change now so these emails will be sent to all tenancy/lease contacts designated to receive invoices (previously only the Account specified tenancy/lease contact would receive these).

improvements QuickBooks Online journal entries now supported in Re-Leased

Journal Entries created in Quickbooks Online (typically to represent Prepaid or Overpaid invoices) previously were not recognised by Re-Leased, causing errors at integration sync time. 

With this change, Re-Leased will allow invoices with Journal Entries linked to sync as expected, resulting in less time time spent reviewing and solving integration errors. 

improvements Cross Ledger Credit Note allocations are now disabled

In Trust/Client Accounting, credit notes can no longer be allocated against an invoice if it has a different ledger to what's on the credit note.

Allowing these allocations was previously causing balancing issues, as funds do not move between ledgers when allocating a credit note to an invoice with a different ledger.

improvements Improved access to and sorting of Property Areas

Area details can now be viewed and edited from within a Tenancy/Lease that is linked to that Area: 

improvements More information in Tenancy/Lease list pages

In the Current Tenancies/Leases list view, we're now displaying the Term Expiry of each Tenancy/Lease:

improvements Link from Overdue items on dashboard to Events Report

Now clicking on the Overdue title on the main Dashboard will take the user directly to the Events Report, with the report pre-filtered to show all Overdue events for that Property Manager

improvements Updates to Tenancy/Lease History  

The Tenancy/Lease History now contains currency symbols and +ve/-ve values. Debits are displayed as a positive value and credits as a negative value. The totals displayed considers these updates to display an overall position. The same changes pull through to the .pdf download.

improvements Sync the Xero integration from any page

We are excited to announce that we have added the ability to start a Xero sync from any page! This new feature will make it even easier for you to keep your accounting records up to date. Simply click the "Start Xero sync" button, accessed via the black menu bar on any page, and your records will be automatically updated.

improvements Changes to Property Valuations

We've added the Valuations to the Property List report - pulling in the latest dated Valuation. This report will give a sum total of all properties' valuations as well, giving a view of your total portfolio value.

improvements Custom heading text color for owner statements

Companies can now change the text color for section headings on owner statements. This allows them to use any brand color while maintaining contrast between the background color and text.

improvements Filter Maintenance Hub by recurring/one-off tasks

We've added a new filter to the Maintenance Hub, allowing users to filter between recurring, one-off, or all tasks

improvements Rent per unit now shows on the Tenancy/Lease Summary page, and the Tenancy/Lease Summary card on the Property Summary page

This will adapt to the unit of measurement selected for that company.

improvements Meter Invoices now pull through reading dates

Invoices generated from Utility Meter readings now pull through the dates of the previous and current reading on to the Description of the invoices, making it easier to see the time periods the invoice relates to! 

improvements Additional info when performing Bulk Rent Reviews

The Bulk Rent Review results table now features a new column that displays the Description of the review. 

In addition the Review Type column will now display a (%) symbol for review types that are percentage based. 

improvements More functionality in Reminders Hub

The Reminders Hub will now feature two new columns that show the related Property and Tenancy, making reminders easier to identify; and for one off reminders, a Mark as Complete button is now available to action direct from the Hub.

improvements Prepayments / overpayments in tenancy statements for Xero customers

Available prepayments and overpayments that are related to a tenancy/lease are now included in tenancy/lease statements for Xero customers.

improvements  Only show overdue invoices in tenancy/lease statement

improvements Trust/Client Accounting - clickable invoice numbers in the Unpresented Deposits report

An additional column has been added to the unpresented deposits report with a clickable link to the invoice number

improvements Trust/Client Accounting - Disburse Creditors improvements

The disburse creditors page has had the following updates to make disbursing creditors easier:

• Number column to easily see the invoice / credit note number
• "(Tenancy credit)" displays next to the payee name for income credit notes
• Banner error message listing payees that have invalid bank details

improvements Improvements to Tenancy/Lease Invoices list

You can now see the type of invoice (Rent, Outgoings, Other non-rent income) next to each invoice; as well as a new column to display the Rent Period for rent invoices.

improvements Trust/Client Accounting - Show active ledgers when archiving a contact

When attempting to archive a contact, any associated active ledger will be shown so users can go straight to the ledger and archive it, so the contact can then also be archived.

improvements Available credit notes are now displayed on invoices 

If credit notes are available to be allocated to an invoice, a banner will display with links to the outstanding credit notes when viewing the invoice.