November Updates ⚡
announcements 🚀 💚 The new CREDIA IS HERE 💚🚀
CREDIA sits on top of Re-Leased, connects critical data, and acts as the lens into portfolio performance and operations, helping organisations:
- Mitigate risk
- Optimise efficiency
- Maximise value
beta testing 🚀 Draft owner statements - in Beta
There are now two ways to preview an owner statement without completing a disbursement.
- 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
- 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
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.
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.
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
