✨ 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.

✨  RE-LEASED PAY ✨ 
STREAMLINE YOUR RENT COLLECTION PROCESS 

New feature announcements 

We are excited to announce a new feature that will help streamline your rent collection process and significantly improve your payment management experience. With our latest Re-Leased Pay update, you can now set up recurring rent payments for your tenants, saving you time and reducing arrears. 

Say goodbye to chasing payments and hello to hassle-free financial management these three simple steps.

1. Simplify Rent Payment Tracking
Our system allows you to identify tenants who have already set up recurring rent payments easily. By checking the Re-Leased Pay Status on the Tenant Summary page, you can determine whether tenants are enrolled in recurring payments or not. This eliminates the need for manual tracking and provides you with a clear overview of payment statuses.

✨  PROPERTY MAINTENANCE ✨ 

improvements 

Earlier this month we announced a number of new improvements to our Maintenance functionality. 

These include:

• Managing recurring tasks more efficiently with the ability to add notes, quote requests, and work orders directly at the task level
• The Maintenance Report now includes new columns such as Task Notes and related Work Orders

Click here to read the full announcement.

✨  TENANCIES ✨ 

beta testing

Join a Beta testing group!

We're currently recruiting customers for a closed beta group for Effective Paid to Dates. 

The effective paid to date feature takes into account all the rent payments made by the tenant, including full and partial payments, and calculates the date until which they are considered effective or up to date, helping property managers to more accurately manage cash flow, assess tenant performance, and enforce lease terms and conditions.

If you're interested in trying out this new feature, please reach out to Grace Twigg at grace.twigg@re-leased.com  

✨  REPORT BUILDER ✨ 

improvements 

Reporting now available for the Property Energy Performance Certificate (EPC) rates

With the increasing demand for energy-efficient buildings and new government-imposed green regulations, knowing your properties’ energy performance certificate (EPC) rates has become increasingly valuable to know.

Back in March, we introduce the property EPC rate field capability in the property area, and now, we have made reporting this field possible in the Re-Leased Report Builder.

To create a property EPC rate report, simply navigate to the Report Builder > Create a new Tenancy Schedule > Include property EPC rate field and other relevant information you wish to report on and generate your report.

improvements 

Performance improvements with faster load times

We are also delighted to announce that Report Builder is now up to 20% faster in generating reports. This improvement will particularly benefit users with greater data processing requirements, as you can now expect faster loading times and a seamless experience while accessing your reports.

✨  RE-LEASED INSIGHTS ✨  

improvements 

Share Insights with internal and external stakeholders

Re-Leased Pro and Enterprise customers can now share and schedule Insights dashboards and tile visualisations with their key internal and external stakeholders.

With the Insights scheduled delivery functionality, you can easily set up scheduled email deliveries within Re-Leased. Just filter your data based on your requirements and automate the delivery cadence. This allows you to effortlessly share important business information with your colleagues, executive management, and non-Re-Leased/Insights users in just a few clicks.

To learn more about Insights' scheduled deliveries functionality, check out this Knowledge Base article. 

improvements 

Improved accuracy in Insights metrics

When dealing with large monetary figures, having only one decimal point of precision can lead to significant rounding errors. Hence, all monetary-related metrics within the Operational and Strategic dashboard suites are now displayed at least two decimal points.

The two decimal point modification also applies to Fee percentages. 

✨  CLIENT/TRUST ACCOUNTING ✨  

improvements 

Email financial summary and financial details reports without timing out

Users now have the option to email the financial summary or financial details report to themselves or their owners via a background process. Now, no matter how many owners you run the report for, it will not time out in the browser as it may have previously done at the End of Financial Year.

✨ INCOME AND EXPENSES ✨  

improvements 

Easing editing restrictions on invoices that have appeared on 
an owner statement

Editing restrictions to invoices and credit notes that had appeared on owner statements were introduced last month but they were too restrictive. We will now allow the reference and description fields to be edited after appearing on an owner statement.

improvements 

Bulk email receipts

Say goodbye to downloading receipts one by one and manually emailing them to your tenancy contacts. With our bulk email receipts functionality, you can now select multiple receipts and email them directly from Re-Leased to the respective tenancy account contacts.

Even if the receipt is not associated with a tenancy, you can still email it to the contact who made the payment.

If you have any questions about how to 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!

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!

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