Hello everyone!

Today, we’re excited to announce some new improvements to our Maintenance functionality. We understand how important it is to have efficient maintenance operations, and we’ve been hard at work to make sure your maintenance tasks and reporting are the best they can be.

First, we’ve improved the way you manage Tasks, especially for recurring Maintenance. You can now add Notes, Quote Requests, and Work Orders directly at the Task level, making it easier to find related information and updates all in one place. The details can be added at the Task level without needing to Complete the task first. 

Secondly, we’ve also updated our Maintenance Report, adding a bunch of new columns that you can choose to add if needed. These new columns include key data points like Task Notes and related Work Orders.

We're also continuing to work away on further improvements in Maintenance, including a brand new interface for managing Tasks, so we can provide the ability to directly link Expense Invoices to Maintenance, and generating an activity log of all changes to easily see what's happening at the Task level. So keep your eyes out for further improvements coming soon!

Watch a short demo video below: 

Learn more

At Re-Leased, we're committed to delivering continuous value to you, our customers. That's why our amazing Product and Engineering teams have, once again, taken up the Customer Love Sprint challenge, and invested one product sprint solely in making refinements to existing features, tackling customer requests and making sure the platform looks polished and tidy.  

This time around, we worked on 70 new improvements, which you will learn more about below, as well as in the Customer Love Sprint blog post. 

💚 PROPERTY MANAGEMENT 💚 

As part of this Customer Love Sprint, the Property Management team has been working hard on reducing friction for customers and surfacing up more useful information in workflows. 

Tenant's Insurance now has bulk actions
💚 Perform bulk actions on your tenant's insurance policies in the Insurance Hub, including archiving and sending reminder emails. This eliminates the need for individual task execution, saving you time and effort!

New future rent merge fields in forms
💚 We have introduced two new merge fields in the Forms & Agreement templates: Future Net Rent and Future Gross Rent. These fields provide the rent amount (excluding outgoings lines and taxes) and the total rent amount (including outgoings lines and taxes) on the next rent template, respectively.

Send an email directly from Tenancy/Lease
💚 Users managing a tenancy can now directly email the related tenants directly through the Correspondence tab with the newly added Send email button.

Bulk download documents
💚 Bulk download functionality is now available on the Property > Documents and Tenancy > Documents pages. Click the Download All Files button to generate a Zip file of all documents in the current folder, or click the Download folder icon in the folders list to get a zip file of all documents sitting in that folder and in any subfolders below it in the folder hierarchy.

Area labels on utility meter allocations
💚 Utility Meters create/edit screen now displays the areas associated with each tenancy under the allocations.

Timestamp for market rent updates
💚 In the Property > Area section, users can now record the expected market rent and track its latest update. Additionally, a log of all historical updates is now stored for potential future access, starting from 2nd May 2023 on. Please note that only updates going forward will be recorded in the logs.

Improvements to the Property Keys list
💚 The Property Keys list has been given some love by adding in paging when there are more than 20 keys, there's a new filter for checked in vs checked out, and the search has been expanded. The search now includes the tenancy and the key holder.

Have a question or want to give feedback on Property Management? Click here to get in touch with Tom →

💚 PROPERTY INTELLIGENCE 💚 

The focus of the Property Intelligence team was to enhance the Re-leased reporting suite by adding new features and capabilities that improve the way in which data is captured and reported on in Re-leased. Some of the key improvement highlights include:

Report Builder
💚 A wider selection of reporting fields is now available in the Report Builder, including the property anniversary date, rent type, arrears status, tenancy and property custom fields, annual market rent, owner details, tenant mobile numbers and more.

The Events Report
💚 The Events Report has been extended to report on final rent events which is available as a new event type to filter the report by, as well as a sub-report which provides further details on these instances.

💚 We’ve also added property addresses in Reminders Events sub-reports which will help you to identify the properties highlighted in the report without having to navigate between multiple pages to fill in the missing data.

Rent template
💚 We've also implemented two useful updates in Rent templates to support the Rent to Area allocations workflow:

• When a rent template is created with only one occupied area, we will automatically allocate all rent to that single area.
• If the rent template is created and the tenant occupies multiple areas, we will redirect you to the Rent to Area allocations page where you can now also manage rent allocations.

Have a question or want to give feedback on Property Intelligence in Re-leased? Click here to get in touch with Sahil →

💚 BUDGETS AND TENANCY 💚 

As part of our commitment to providing exceptional customer service and improving users’ experience, our work focused on making improvements and enhancements in several different areas across the Re-leased platform, such as communications, budgets and tenancies. Some of the key improvement highlights include:

Tenancy

💚 Tenancy cards can now be easily sorted on the Property Summary page
💚 Tenancy History can be now downloaded in CSV format directly within the Tenancy area
💚 Ability to create new arrears statuses from within the tenancy details tab
💚 The outgoings amount is now visible on the tenancy summary page as we as in the tenancy cards on the property summary page
💚 The 'Rent Covered' column on the Invoice and Credits list on a Tenancy has been expanded to include the outgoings period and been renamed to 'Period Covered'

Budgets

💚 Notes can be added against any line items during budget reconciliation
💚 The budget allocation report now has an optional report field for floor area size
💚 When creating a rent template at the budget approval stage, we now automatically duplicate the rent allocations from the existing template to the new template

Late Fees

💚 Users can now find and action important tasks, such as credit notes, overpayments and prepayment allocations with ease on the improved Late Fees Hub.
💚 Ability to create a custom Late Fee email template, to accompany Late Fee invoices.

💚 COMMUNICATIONS AND NOTES 💚 

💚 Improved visibility and ability to manage email duplication during the bulk email-sending process
💚 In the sending text message area, users can now filter contacts and select multiple recipients to send text messages to
💚 A total count of all notes saved against a Property and Tenancy is now also visible

💚 RE-LEASED PAY 💚 

We have introduced two new payment methods to Re-Leased Pay to expand the range of payment options and potentially increase convenience and accessibility while also attracting new business.

💚 Stripe Link - Enables tenants to have their payment and address details stored and auto-filled for a faster and more convenient checkout experience and an alternative to recurring payments

💚 Cash App - is a mobile payment service that enables users in the US and UK to transfer money to each other using a mobile app. Tenants can now use this as a payment method.

Have a question or want to give feedback on tenancies, budgets, communications or Re-Lease Pay?  Click here to get in touch with Rudi → 

💚 TRUST/CLIENT ACCOUNTING 💚 

💚 Invoice number is now displayed on the unpresented payments report
💚 Total balances are now shown on the outstanding suspense task page
💚 Completed suspense tasks page now has pagination
💚 Banner on trust account list is now showing which bank has a disbursement in progress
💚 Error page now shows which bank account has a disbursement in progress
💚 Deleted bank statements are now hidden by default
💚 Improved page navigation when viewing bank statements
💚 Rent templates now allow 1 cent invoices
💚 Ability to void a rent invoice and ignore it as rent in one step

Have a question or want to give feedback on Client/Trust accounting? Click here to get in touch with Grace →

If you have any questions about any of the improvements above or perhaps have new ideas in mind, please don’t hesitate to get in touch with the product team. We would love to hear your thoughts!   

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. 

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.

---

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

---

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.

---

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!