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New featureimprovementsbeta testing
2 years ago

December Product Updates 🚀

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!




Avatar of authorTom Everton