🧪 BETA TESTING 

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

Microsoft Dynamics 365 Integration
beta testing 

We’re excited to officially welcome Microsoft Dynamics 365 to our suite of connected accounting integrations in an open beta. 

Customers using Dynamics 365 Business Central can now request access to the beta by contacting our Support team. Once enabled, you’ll be able to connect your accounting system to Re-Leased and streamline your operational workflows. 

Learn more here ➔

Expense Instalment Templates
beta testing 

Expense Instalment Templates are now available in an open beta, giving you a far easier way to manage large expenses paid over multiple periods - such as council rates, insurance premiums, and long-term maintenance contracts. Instead of manually creating recurring entries, you can now build a template that structures the instalments for you.

For UK customers, we’ve also added the ability to automatically calculate an owner’s share of these expenses during vacant periods, ensuring costs are allocated fairly and accurately based on occupancy. 

Full guidance is available in our updated help articles:
➔ Managing Expenses with Installment Templates
➔ Calculating Owner Costs for Expense Installment Vacant Periods

Automated Arrears Notices
beta testing 

You can now automate your daily arrears correspondence with the new Arrears Notices in open beta. Once enabled, the system will automatically check for overdue invoices at 3pm local time each day and send arrears notices to any tenants who meet your criteria. It uses the same logic as clicking “Complete” in the Arrears Hub - just without the manual work. This is a great way to ensure arrears notices go out consistently, even when your team is busy.

Learn more here ➔ 

🏢 TENANCY MANAGEMENT 

Enhanced Concessions for Budgets
improvements 

You can now apply concessions at the budget, schedule, or chart-of-account level, giving you much more control when managing complex tenant arrangements.

Five concession types are now available: 

1. Cap: Maximum amount a tenant will be charged
2. Collar: Minimum amount the tenant must pay
3. % of rent: Calculated as a percentage of tenant's rent
4. Fixed amount: A set dollar amount
5. Included in rent: Cost covered by rent

A refreshed, Vue-powered concessions page streamlines setup, including during budget approval, with automatic calculations and improved allocation workflows. These enhancements also flow through to budget approvals, owner contributions, area reconciliations, and certificate reporting.

Learn more here ➔

Smarter Tenancy Statement Emails
improvements 

Tenancy statements will now automatically skip tenants who have no outstanding invoices, helping reduce unnecessary email noise and keeping communication meaningful. If a blank statement is still sent (for example, if you choose to override the default), the email now includes a clear message confirming there are no outstanding invoices. You’ll also see a new “Skipped” status in your reporting so it’s easy to track which tenants were intentionally excluded.

📒 ACCOUNTING

Dedicated Bank Accounts Page
New feature 

We’ve launched a new, dedicated page for managing bank account information. Bank details have now been moved out of the Contact Details page and into their own workspace, giving you a much clearer and more consistent place to view and update this information. 

Link Work Orders Directly to Invoices
New feature 

You can now link invoices directly to work orders, making it easier to track maintenance-related costs in the way that best matches your operational workflow. When processing an expense invoice, the “Link Maintenance” search will now return both maintenance tasks and work orders, allowing you to choose the option that reflects how your team manages maintenance.

Everything remains connected behind the scenes — including parent tasks in Maintenance Hub — so you don’t need to worry about reporting or downstream impacts. 

Manually Edit Tax Amounts on Expense Invoices (Trust Accounting)
improvements 

To help with rounding discrepancies between Re-Leased and creditor invoices, Trust Accounting customers using the new invoice processing flow can now manually edit tax amounts on individual line items. By clicking “Edit Tax,” you can match the exact value shown on the creditor’s invoice, ensuring totals align perfectly before approval.

Multi-Property Owner Ledgers and Consolidated Owner Statements
New feature 

We’ve introduced multi-property owner ledgers, making it significantly easier to manage funds for owners with more than one property. Instead of juggling separate ledgers and inter-ledger transfers, you can now assign multiple properties to the same ledger and manage funds centrally. This also enables cross-subsidisation when one property is performing better than another — such as during periods of vacancy or renovation.

Consolidated owner statements now provide a clear, property-by-property breakdown using the Balances statement format, giving both you and your owners a much clearer view of performance across the portfolio.

Learn more here ➔

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click the Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

✨ BETA TESTING ✨ 

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

Expense Installments is now available in Beta

Create templates that automatically generate invoices according to predefined schedules, eliminating manual invoice creation for multi-payment expenses. The system calculates individual installment amounts, tracks coverage periods, and maintains complete audit trails.

✨ CREDIA AI ✨

Create Custom Rules

Credia’s Custom Rules let you personalise AI-generated content in Re-Leased by defining clear instructions and examples. This ensures generated text matches your preferred tone, style, and formatting across emails, maintenance descriptions, notes, and reminders.

Learn more about custom rules →

✨ IMPROVEMENTS TO EXPENSE INVOICE FLOW ✨

Consolidate Line Items in Invoices [Credia Plus]

You can now merge all invoice lines into a single summary line with an AI-generated description - this is ideal for customers who want high-level, cleaner owner statements. 

Notes Available in the Process Expense Invoice Flow

You may recall we replaced the old Bulk Expenses flow with the new Process Expense Invoices experience. A favourite from the old flow was seeing Property and Lease/Tenancy notes while processing, so to achieve feature parity we’ve built Notes into the left-hand preview. 

Now you can reference the right company, property, and lease/tenancy notes as you code, split lines, and submit - no context switching. Available to all customers (choose which note types appear in Settings).

Learn more → 

Customise Your Billing Group Forwarding Email [Credia Plus]

On request, Re-Leased Support can replace the long auto-generated billing group address with a short, recognisable email aligned to your trading name - improving supplier adoption and reducing misrouted invoices. 

Self-serve editing isn’t available yet, but you can reach out to your Account Manager or open a support ticket →

✨ ACCOUNTING ✨

Re-Leased Pay now Integrates with Xero

Re-Leased Pay now works hand-in-hand with Xero, so a Re-Leased Pay payout can be matched to the right set of invoices in a couple of clicks. You see clear payout details in Re-Leased, reconcile in Xero, and finish month-end faster with fewer errors.

Learn more about integrating Xero →

Learn more about Re-Leased Pay →

Enhanced Owner Fee Invoice Communications

We've supercharged your owner fee workflow with powerful new email capabilities. You can now send multiple fee invoices to owners simultaneously using our new bulk email feature, complete with fee schedule attachments. The enhanced interface includes visual tracking to show which invoices have been sent.

Key Benefits:

• Bulk email multiple invoices with one click
• Optional fee schedule PDF attachments
• Visual sent/unsent status tracking

Learn more →

✨ TENANCY/LEASE MANAGEMENT ✨

Rent-free Periods

You can now capture Rent-Free periods according to your tenancy/lease agreements and generate $0 invoices whilst forecasting rental income. 

Choose your calculation basis (Original Term, Right of Renewal, or Lease Break), see instant impact on the Billing Timeline with clear statuses, and generate one-off invoices that align to rent-free dates. 

Learn more →

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click the Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

✨ BETA TESTING ✨

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

VAT Groups is now available in Beta!

beta testing 

Streamline VAT code management across your UK portfolio. VAT Groups automatically selects the correct VAT code on invoices using a configurable hierarchy. This reduces manual entry, improves consistency, and supports cleaner tax reporting. Only available to UK customers.

Be one of the first to try Rent-Free Periods

beta testing 

Easily manage negotiated rent-free periods within your leases. Set flexible calculation options, adjust billing, and see upcoming rent schedules with clear visibility. You can also create $0 invoices for rent-free periods so statements and forecasts remain accurate.

✨ CREDIA PLUS ✨

Credia Advise: Answers now include references

improvements 

Now when you chat with a lease through Credia Advise, answers include clear citations. The References dropdown includes links that take you to the relevant tenancy tab so you can verify the source.

We have also improved how Credia Advise handles conflicting information. If tenancy details differ from agreements, the answer will present both values without ranking them, so you can decide how to proceed.

✨ ACCOUNTING INTEGRATIONS ✨

NetSuite Address Sync Update

improvements 

We have improved the reliability of contact address syncing between Re-Leased and NetSuite. Addresses now update consistently whenever a contact is created or edited in either system.

Note: This applies to new or updated contacts only. To refresh existing contacts, make a manual edit in either system to trigger a sync, or contact our Support team for help with bulk updates.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click the Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

✨🎉 INTRODUCING A SMARTER WAY TO PROCESS EXPENSE INVOICES IN BULK ✨🎉
New feature 

We’re excited to introduce our new and improved bulk expense invoice processing feature to all Re-Leased customers. Designed with property and finance professionals in mind, this upgrade will make it easier for you to manage all your expense invoices across properties, portfolios and companies, while saving you time and improving accuracy. 

From maintenance costs to insurance and utilities, the new process handles the complexity of property expense management with greater speed and flexibility. While the old and new flows will run side by side for a little while, we recommend switching to the updated version now as that way you can start using the enhanced features already built into this new process right away.

Additional features you'll be getting
✨ Add multiple line items per invoice for better accuracy and breakdowns
✨ Process invoices across multiple companies in a single upload
✨ Enjoy deeper accounting integration for better tracking and reporting
✨ Reduce errors with built-in duplicate invoice detection

You can find more details in this Help Centre article →

✨ BETA TESTING✨

Exciting new features are coming to Re-Leased soon! Here’s your chance to beta-test them before the official launch and get a sneak peek of what’s coming in the months ahead. Navigate to the ? mark symbol and click Available Betas to enable available beta testing options for your company. 

• beta testing Contact approvals - Pro and Enterprise users only
• beta testing Work order approvals - Pro and Enterprise users only
• beta testing Supplier Compliance - Core, Pro and Enterprise users only
• beta testing Property Groups - Core, Pro and Enterprise users only
• beta testing Allocating work orders in bulk - all users
• beta testing Due Date Options for Rent & Outgoings Billed in Arrears- all users

✨ Property Management ✨

We're excited to share the new look and feel of your Documents and Contacts list areas!
improvements 

Documents area

The new Documents area offers improved navigation, smarter search and filtering and faster page performance. These updates are designed to help you manage your property documents easier than ever.

You can read more about adding documents and organising documents with folders from the articles below:

• Add documents →
• Organise documents with folders →

Contact area
The old contact area layout was tricky to use, with too many tabs and filters that didn’t quite make sense. Based on your feedback, we’ve now also simplified in this area by reducing the number of tabs and introducing cleaner, easier-to-understand filters.

✨ Credia Plus ✨

Available for Credia Plus users only. If you would like to learn more about Credia Plus, you can contact your Account Manager or leave a contact request here →

Credia Extract Invoices
improvements 

Credia Extract Invoices are now available to all customers with a Credia Plus subscription, regardless of which accounting system you use. And as a bonus, if you use Xero, Sage Intacct, QuickBooks Online (QBO) or NetSuite, you’ll now also see your tracking codes on the invoice creation screen. This makes it easy to review and update them before submitting your invoices for approval.

Learn more about Credia Extract: Invoices feature here →

Document extraction
improvements 

Credia Plus users can also be used to speed up the lease, tenancy and property document creation. Just drag and drop your file (or upload it from your computer) in the document creation flow from the Tenancies, Properties or Documents area. Credia will automatically fill in the document’s title, description and tags for you in seconds, which will help save your time and reduce manual entry.

You can also tick the Enable for Credia box to allow Credia scan the document so that you can start chatting with the document. This lets you quickly find key information, like important dates or clauses. Read more about chatting with lease documents here → 

✨ Accounting ✨

Xero accounting integration users
improvements 

Xero accounting integration users can now reverse payments directly within Re-Leased without the need to switch to Xero. Previously, regardless of which system payments were entered in, reversals had to be actioned in Xero, but this new functionality now streamlines this process, saving time and improving your property finance workflow efficiency!

NetSuite and Sage Intacct accounting users
improvements 

We’ve added a new contact exclusion capability to give you more control over which customers or vendors sync between Re-Leased and NetSuite or Sage Intacct.

With a simple checkbox, you can choose to exclude contacts that aren’t relevant, such as those not involved in property transactions. This helps keep your data clean, reduces unnecessary syncing, and protects sensitive information. Once you’ve set it up, you don’t need to tick the box each time as Re-Leased will remember your selections. And if you're working with a long list, bulk updates are supported too.

You can find more about Contact Exclusion, with details specific to Sage Intacct and NetSuite, in the articles below:

• Contact exclusion for Sage Intacct →
• Contact exclusion for NetSuite →

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

✨ BETA TESTING✨

Exciting new features are coming to Re-Leased soon! Here’s your chance to beta-test them before the official launch and get a sneak peek of what’s coming in the months ahead. Navigate to the ? mark symbol and click Available Betas to enable available beta testing options for your company. 

• beta testingSupplier Compliance - Core and Pro users only
• beta testingDate Type Selection feature for financial reports - Trust and Client accounting users only

✨ Property Management ✨

Add tags when logging maintenance for better organisation from the start
improvements 

We’ve improved the maintenance task creation flow to help you create maintenance tasks faster and stay organised from the start. The creation flow is now cleaner and easier to use, and you can also add tags immediately when logging a new maintenance task, which will make it simpler for you to group, prioritise, and track tasks across your portfolio right from the moment they’re created.

✨ Accounting✨

Consolidate line Items for rent and outgoings invoice PDFs
improvements 

The "Consolidate Line Items" setting provides a simplified invoice PDF presentation for rent and outgoings/service charge invoices. When enabled, this feature displays multiple line items as a single entry with a descriptive label showing the relevant period.

How It Works
When the "Consolidate Line Items" setting is turned on

• Rent Invoices : All line items will be consolidated into a single line displaying "Rent for the period [start date] - [end date]"
• Outgoings/Service Charge Invoices : All line items will be consolidated into a single line displaying "Outgoings for the period [start date] - [end date]"

Important Limitations

1. Invoice Type Restriction: This setting only works with rent and outgoings/service charge invoices. Other invoice types will continue to display all line items individually.
2. Tax Rate Column Compatibility: The optional tax rate column cannot be displayed when the "Consolidate Line Items" setting is enabled. These two settings cannot be used simultaneously.

Trust/Client Accounting customers: Fee invoices that finally make sense
improvements 

With our latest Trust and Client Accounting update, fee invoices are now correctly addressed to property owners, include clear payment advice confirming that fees will be automatically deducted from the client account, and can be automatically included with owner statements. These updates can also be configured at the individual owner level to suit different reporting requirements.

What's changed?

1. Fee Invoice Format Updates: The updated fee invoice format now displays the property owner’s name and address, shows the managing agent’s tax number in the top right corner, and includes this standard payment note: “Payment will automatically be deducted from client account, no further payment is required.”

2. Sending Owner Statements : A new "Fee invoice" checkbox column has been added in the "Owner communications" section of disbursement correspondence.

Xero accounting customers: Rounding support on invoices for Xero
improvements 

Our Xero integration now supports rounding on invoices, including both positive and negative variances.To ensure accurate totals across both systems, we automatically add a rounding line item to invoices that require rounding when syncing to Xero. This uses Xero’s dedicated “Rounding” Chart of Accounts. This ensures invoice totals match the source system, and we sync that rounding line back into Re-Leased so that both systems stay and look aligned.

✨ Re-Leased Pay✨

More flexibility with Re-Leased Pay: Configure payment methods and fee allocation your way
improvements 

Re-Leased Pay customers can now easily manage which payment methods are available to tenants and who covers transaction fees.

Set different payment options and fee rules based on the company or type of property, such as commercial, residential, or agricultural, and get greater control over how rent is collected. Whether you want to pass on fees to tenants or absorb them yourself, you can now configure this to suit your portfolio and business needs quickly and easily in the Re-Leased Pay Hub.

You can read more about managing fee allocations and payment methods in this help article ->

✨ Reporting✨

Area-level custom fields are now available in reports
improvements

If you’ve created custom fields for tenancy areas, you can now also report on them. Simply create a new or adjust an existing Tenancy Schedule/Rent Roll report in the Report Builder or an Invoice Details and Payments Report under the Financial Reports section. 

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

🎉✨ INTRODUCING GMAIL INTEGRATION✨🎉
New feature 

Gmail email integration is now available — bring your property communications in Re-Leased
Available for Core, Pro and Enterprise customers.

Until now, Re-Leased’s email integration only supported Microsoft Outlook, leaving Gmail users without a direct connection between their inbox, Credia AI tools, and some of the other key workflows. As a result, teams have been relying on workarounds which have added extra steps to keep email conversations linked to tenancies, contacts, and property records.

That’s all changing now with the release of our new Gmail email integration.

Whether you're a property manager coordinating repairs, lease renewals and rent reviews, or part of the finance team managing arrears, budgets and supplier communications — you can now connect your work Gmail account directly to Re-Leased and experience a faster, more connected way of working. You’ll be able to centralise all your tenant and property email communications in one place and make the most of our Credia AI workflows easier — all without switching between tools. 

Your email privacy matters
We know email privacy is critical which is why we’ve added extra controls so you can manage exactly what emails show up in Re-Leased. For example, you can now filter to include or exclude specific domains or email addresses which helps to ensure only relevant communication is visible to you in your My Inbox.

Watch our latest customer webinar on Email Integrations Privacy by Design.

Learn more about Gmail email integration in the Help Center: Gmail email integration with Re-Leased →

🎉✨ INTRODUCING INVOICE APPROVALS✨🎉
New feature 

Take the hassle out of invoice approvals – and stay in control of your property finances
Available for Pro and Enterprise customers.

Managing approvals for property-related expenses can be time-consuming and difficult to track - especially when invoices need to be reviewed by multiple people across property and finance teams. That’s why we’re introducing a smarter way to manage the process.

With our new Invoice Approvals feature, you can now set up customised approval workflows that reflect the way your business operates. Whether you're managing a single commercial property or an extensive portfolio, you can build approval steps based on invoice amounts, assign the right people or teams to review specific types of invoices and ensure escalation rules are in place if approval is delayed.

It’s designed to give you more oversight, consistency, and control, without creating extra admin. You can say goodbye to chasing approvals via email or manually tracking who needs to sign off what. Everything is managed in one place, and every action is recorded, so you have a clear audit trail of who approved what and when.

Learn more about Invoice Approvals in the Help Center: Invoice Approvals Workflows →

✨ Accounting✨

Sending fee invoices to owners is now available for Beta testing (Trust/Client Accounting)
beta testing 

Trust/Client Accounting users can now beta test a new functionality which automatically attaches fee invoices to owner statements, providing property owners with complete transparency about all charges in one convenient document. To enable this feature on your account, navigate to Available Betas> Send Fee Invoices to owners > Click Enable for companies to start testing. 

Note: If the 'Enable for companies' button is greyed out, contact a colleague who has an Administrator role for Re-Leased and ask them to enable this feature for your company.

Our Client and Trust Accounting users are getting a refreshed version of their ledger lists! 
improvements 

This fresh new look makes managing ledgers easier with:

- A new filter to only show ledgers with withholds
- An account switcher for users with access to multiple bank accounts

Consolidate Line Items for Rent and Outgoings Invoice PDFs
improvements 

You can now simply your invoice PDF presentation for rent and outgoings/service charge invoices. When Consolidate Line Items is turned on, this feature displays multiple line items as a single entry with a descriptive label showing the relevant period:

• Rent Invoices: All line items will be consolidated into a single line displaying "Rent for the period [start date] - [end date]"
• Outgoings/Service Charge Invoices: All line items will be consolidated into a single line displaying "Outgoings for the period [start date] - [end date]"

Important Limitations

1. Invoice Type Restriction: This setting only works with rent and outgoings/service charge invoices. Other invoice types will continue to display all line items individually.
2. Tax Rate Column Compatibility: The optional tax rate column cannot be displayed when the "Consolidate Line Items" setting is enabled. These two settings cannot be used simultaneously.

Xero: Rounding support on invoices for Xero
improvements 

We now support rounding invoices in Xero, allowing rounding variations to sync between both platforms. This ensures that invoice totals remain accurate across Re-Leased and Xero, reducing discrepancies and improving financial consistency between the two systems.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

We’re excited to share some new updates with you! We’ve introduced a new Beta Program area in Re-Leased to make it easier for you to join and beta test our new features. For our Xero and QuickBooks Online customers, we’ve added useful syncing features to further enhance your daily accounting workflows between Re-Leased and the accounting platforms. Additionally, we’ve made improvements to our rent review capabilities and enhanced our Tenancy Schedule/Rent Roll, Tenancy Statement, and Tenancy Summary reports to offer more detailed and accurate insights, helping you manage your properties more effectively.

🎉✨INTRODUCING THE NEW RE-LEASED BETA TESTING PROGRAM – Now you can try our latest Re-Leased features and products before their official release! 🎉✨

New feature
All Re-Leased users can now explore the available beta testing opportunities in the new Re-Leased Beta Testing section! Discover what’s available by click the ? mark >Available Betas

✨ PROPERTY MANAGEMENT✨ 

improvements
Add preferred suppliers or BPAY creditors to multiple properties simultaneously
It has always been straightforward to add a new property and assign all your preferred suppliers to it. However, adding a new supplier to multiple properties in your portfolio used to involve a lot of manual work, entering them one by one. Not anymore! With the new feature under Contacts > Properties, you can now easily assign contacts, including maintenance contacts and BPAY creditors, to multiple properties at once.

✨ RENT REVIEWS ✨ 

New feature
Automated Rent Reviews
You can now automatically adjust rental rates based on your lease terms with our Automated Rent Reviews feature. It ensures timely updates using fixed increments, making sure your reviews are always on schedule without any hassle.  

To find out how to get automated rent reviews set up, read this help article → 

improvements
In addition to this, you can now also set up default tenant notifications, property manager reminders, email templates, and forms for specific rent review types. This feature eliminates the need to repeatedly enter the same correspondence information for each review.

To set up default correspondence, go to Settings > Review Type, and either create a new rent review type or edit an existing one to set up default templates and notifications.

✨ ACCOUNTING INTEGRATIONS✨ 

New feature 
We're excited to introduce the new Sync Overview area for our accounting integration customers. 

New feature
Xero integration settings and syncing your Re-Leased work orders directly as purchase orders in Xero
You can now manage your accounting integration settings more easily by accessing a detailed view pop-up screen for each integration. Simply navigate to Settings > Manage Integrations and Add-ons > View Details > Settings tab

Thanks to this update, you can also now enable Xero Work Order syncing and begin syncing your Re-Leased work orders directly as purchase orders in Xero. Learn more about syncing work orders from Re-Leased to Xero as purchase orders here →

New feature
QuickBooks Online expense syncing
QuickBooks Online customers are now able to sync their expense transactions, created in QBO, as paid expense invoices in Re-Leased. This new functionality is optional, meaning you can choose to opt into it via your QuickBooks Online integrations settings. You can learn more about the new syncing functionality here → 

✨ PROPERTY REPORTING✨ 

improvements 
WALE calculation consolidation between Property Analysis and Tenancy Schedule/Rent Roll
We have standardised the calculation of WALE (or WALT) making it easier to compare and understand these two calculations across the Property Analysis and Tenancy Schedule/Rent Roll reports. For more details, read below.

• Understanding the Property Analysis Report →
• How WALE is calculated in the Tenancy Schedule →

improvements
The tenancy type filter now available in the Tenancy Statement
You can now save time selecting the right tenancies by pre-selecting a tenancy type. When you filter by a tenancy type, the available tenancies in the Tenancy dropdown are now filtered down to only tenancies that match the tenancy type.

improvements
Property thumbnails are now available in the Tenancy Summary
The Tenancy Summary Report now has Property Images enabled. To enrich the Tenancy Summary, toggle the Property image option in the Layout sidebar.

You can now Subscribe to our Product Updates! 
Simply scroll up to the top of the page and click Subscribe to Updates button to start receiving Re-Leased product updates directly to your inbox!

As we continue to improve the Re-Leased platform with more features and capabilities, we have noticed that some essential pages and product areas now require 3-4 clicks to reach. To help you save time and make things easier, we'll be making the navigation simpler, so you can switch between tasks and workflows smoothly.

This soon-to-be-released update is designed to improve your efficiency, making it easier to find what you need, and helping you get your work done faster. Now, you can navigate to your core workflows more efficiently and save valuable time.

The Main Menu

The new main menu will include a number of categories tailored to support your business processes. The menu items visible in your account are determined by your user permissions and your Re-Leased subscription.

To find specific product areas, click on a navigation menu category, then select the area you want to go to. Here's a summary of the categories and product areas:

• My Calendar, Global Calendar and My Analytics are still accessible from the Dashboard
  Properties and Tenancies have moved to Property Management
• Income & Expenses and Trust/Client Accounts have moved to Accounting
• Insights, general reports and the Report Builder are available under Reporting
• Contacts, Documents and Reminders live neatly under the Contextual Menu [...]
• Account Settings can be accessed through your My Account

You can read more about navigating the main menu here.

The Quick Links Menu

We will also make improvements to the quick links menu, located directly under the main navigation. Below is a summary of the menu items and quick access points to different tasks and actions.

• The Search Bar performs a global search across all your properties, tenancies, documents, and contacts for your keywords.
• Use the Add [+] button to quickly start adding new items, such as new properties, notes, contacts, process payments, and add invoices and credit notes. For users who handle Client/Trust Accounting, additional options include bank deposits, bank statement imports, and disbursements.
• Use the Sync arrows to check and manage the status of your connected accounting synchronization.
• The Rocket ship icon provides access to the Re-Leased Beta program area, another soon-to-be-released feature of Re-Leased, where you can opt in or out of current beta programs.
• Personalize your experience with Re-Leased by adjusting Settings. You can also manage add-ons and integrations to suit your portfolio’s needs.
• Use the [?] button to access in-app customer support and the Re-Leased Help, provide feedback, and read about our latest product updates. You can also submit product requests or upvote existing development items through the Re-Leased Product Roadmap link.

You can read more about navigating the quick links menu here. 

If you would like to test the new navigation before it gets rolled out, please get in touch with Kah at kah.chan@re-leased.com. 

And just like that, 2023 has nearly come to a close, and 2024 is knocking on the door. We can hardly wait! As a special end-of-year treat from us, we're delighted to share seven new product updates that will hopefully help you conclude the year on a high note and take a well-deserved break over the holidays.  

_________________________________________________________________________________________

✨ Soon to be released new features and improvements ✨

beta testing 
Automate rent review notifications to tenants ahead of time
Save time and ensure rent reviews are done ahead of time with our new automated rent review email notifications for tenants capability. This feature is currently undergoing Beta testing and is scheduled for release to all users in early 2024. If you'd, however, like an early preview and are keen to share your thoughts on how it works, please contact rudi.lategan@re-leased.com to request access to the beta group.

Read more about tenant notifications in the Knowledge Base →

beta testing
Trust/Client Accounting main area
The Trust/Client Accounting main area will soon have a new look and feel. Some Re-Leased APAC region Trust/Client Accounting customers already have access to the updated page, while the remaining customers will receive access to the new page in early 2024. The updates made to the page layout not only increase the speed the page now loads but also allow you to surface more vital information at a glance. 
You can read more about it here →

✨ PROPERTY MANAGEMENT✨ 

improvements 
Activity feed now supports internal-only commenting
Previously, all comments submitted through the commenting field in the maintenance task activity feed were visible to tenants in the Tenant App by default. Now, you have the option to decide whether to post external (tenant) comments or restrict them to internal only. This way you can safely leave notes, comments and clarifying instructions for your team to access without those details being publicly accessible to tenants.

improvements 
View accepted quote requests with attachments
We have addressed a common customer pain point where maintenance quote request attachments and details became inaccessible and difficult to refer to once the quote request was accepted, making it challenging for users to refer back to. To resolve this, we've introduced a View Details button on the quote request area. This allows customers to view the submitted quote along with any associated attachments. 

improvements 
Better work order management
When initially creating a maintenance task, you might have a contractor in mind to associate with the task. However, you might find out that the contractor is not available to do the job when you need them to, or someone else comes back to you with better rates. Or perhaps the nature of the work changes and you need another contractor with different expertise to complete the job on time and within budget.

We get that, and this is why you can create and link an unlimited number of work orders to various contractors for your maintenance tasks and jobs. Whenever you assign a work order to a contractor other than the one originally or previously associated with the task, you will see a notification on your screen. This notification provides you with the option to either update and save the new contractor details, or simply keep the existing contractor information with a click of a button.

improvements
Task status report
You now have the ability to generate a maintenance report based on the actions taken for each task. Additionally, you can utilize the maintenance task statuses to quickly identify tasks associated with quote requests, pending approvals, and sent work orders. This enables you to monitor progress effectively and facilitates timely discussions with your contractor/supplier regarding the expected completion of the work. 

✨ REPORT BUILDER✨ 

improvements 
Tenancy Schedule/Rent Roll now displays summary metrics which you can now turn on or off. Filter and rearrange metrics using the dragging tool. You will soon also be able to find summary metrics in the pdf summary metric download.

Have an idea for a feature you’d like to see in Re-Leased? Let us know on our roadmap!

In the past month, we've implemented numerous valuable updates to the Re-Leased platform. Key improvements have been made in the areas of property maintenance, tenancy management - with a focus on rent reviews - and in our reporting and Insights features. 

Help shape the future of Re-Leased

We are currently inviting customers to join our closed and upcoming beta testing groups. You’ll find available beta groups below:

beta testing  
Email integration for Microsoft Outlook
Customers using Microsoft Outlook for business email can join our closed beta testing group for the Re-Leased's upcoming Microsoft Office 365 email integration feature. If you're interested in participating and providing valuable feedback, please express your interest through this form.

beta testing 
Work order approvals
Multi-step approvals are coming to work orders. If you're curious to learn more or wish to contribute to the development of this feature, please contact sahil.maharaj@re-leased.com

✨ PROPERTY MANAGEMENT✨ 

improvements 
Linking and managing invoices from the task details page
Property Managers now have the ability to simplify their expense tracking and management process for specific tasks. This can be done by linking existing contractor invoices or creating new ones straight from the task details page.

Soon, we’ll also be introducing the capability to link multiple tasks directly from the invoice itself, as well as the ability to see which tasks have already been associated with which invoices.

✨ RENT REVIEWS✨

improvements
Streamline your rent review process with confidence
Property Managers can now speed up the process of creating and performing rent reviews by pre-defining which rent review forms and agreements, communications methods, and email templates should be used as part of the review process. You can also preview and adjust the correspondence and attached information for each of your tenants before sending those emails out.

improvements
Save time and effort with tenant notifications
Instead of drafting individual rent review emails for each tenant, you can now reduce your workload by using our new Rent Review Tenant Notification template (or a customized version of it). We have also made it possible for you to email tenants directly from the dashboard rent review reminder, which saves you from having to navigate to other parts of the platform.

In the near future, you will also be able to reduce the risk of missing a key rent review date by having the ability to set up automated tenant reminders as part of a new rent review set-up process. 

✨ REPORTING✨

improvements  
NEW Tenancy Summary Report
Check out the new Tenancy Summary report in the Re-Leased Report Builder for a consolidated view of your portfolio. This report presents useful tenant information in easily digestible single-page summaries.

improvements  
Tenancy Schedule PDF download and company branding
Next time a landlord, owner or property investor asks for a snapshot of their properties, rents or outgoings, delight them with our new Tenancy Schedule PDF download which also allows you to include their company logo and address. Save a copy of the report in Report Builder to reuse it again. 

✨ INSIGHTS✨

improvements 
Export Insights Dashboards
All Insights customers now have the ability to export their Re-Leased Insights dashboards and portfolio data to some of the most common file formats, and effortlessly share this information with others. 

improvements
NEW Portfolio Map View 
Insights customers with Strategic Dashboard access can now easily locate their properties in their portfolio on a map. By navigating to the Portfolio Map View on the Strategic Summary Dashboard, you can create a compelling visualization of your portfolio, enhancing communications and discussions with prospective and current customers, and with other key stakeholders.