Customer Love Sprint

At the start of October, our Product & Engineering teams tried something new. We realised that although our customers get a lot of value from the big-ticket things we work on, the small things that appear trivial often cause the most friction. Solving these little pain points can sometimes be just as important to our customers as releasing the next game-changing feature. 

So what did we do? 

We dedicated our entire product and engineering departments to a two-week project we called the Customer Love Sprint, where we pushed pause on our bigger projects, and focused exclusively on the small stuff. Over these two weeks, our teams completed 86 individual enhancements related to removing friction and solving small pain points, as reported by you.

Which means there's a huge amount of things in this month's update! 

Some of the highlights include:

• Supporting payments with Journal Entries for our QuickBooks Online integration 
• Creating more useful filters in the Maintenance Hub
• Displaying the Rent per psqft / m2 in the main summary pages of Properties and Tenancies
• Displaying total amount overdue on Rent Invoices
• Including more information while performing Bulk Rent Reviews
• Including more information while processing disbursements
• Enabling more functionality in the Reminders Hub

And many many more!

For more details, read on below!

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New feature Re-Leased Pay now caters for multiple Bank Accounts

In Re-Leased Pay, previously all payments received from tenants had to be received into the same single bank account. 

With this change, users will now be able to configure how their properties to map to their chosen bank accounts. All tenant invoices under these properties paid through Re-Leased Pay will reconcile to the specified bank account.

Users can also assign a "default bank account" so any properties not specifically mapped to a bank account will have funds deposited into the default bank account.

New feature Customizable Arrears/Delinquency Statuses are now available!

Specify on each tenancy how you need to classify their Arrears/Delinquency status, and have these classifications flow through to relevant Arrears/Delinquency reporting.

Create and manage the statuses for all companies in your Group in a new section under Settings; and specify the right status in the Tenancy/Lease Details page.

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improvements Generate invoices for previously waived Late Fees

With this change, Late Fees that had previously been waived can now have invoices generated, in the event that the agreed payment arrangement falls through. 

improvements Invoices now show total overdue amount

We've added a new optional setting (activated on Invoice Templates) to add a new line of additional information to Income Invoices. Checking this box will allow your Tenants to see easily the total amount they owe across all invoices.

improvements Edit descriptions on paid expense invoices 

Now paid expense invoices can have the description field edited, if any information needs further updates.

improvements New column added to bulk invoice email screen

The bulk invoice email screen now includes an invoice/credit note column to show which invoices the contact will receive.

improvements Bulk email invoices to all tenancy/lease invoice contacts

In that same action of bulk emailing invoices to tenants, we've made a change now so these emails will be sent to all tenancy/lease contacts designated to receive invoices (previously only the Account specified tenancy/lease contact would receive these).

improvements QuickBooks Online journal entries now supported in Re-Leased

Journal Entries created in Quickbooks Online (typically to represent Prepaid or Overpaid invoices) previously were not recognised by Re-Leased, causing errors at integration sync time. 

With this change, Re-Leased will allow invoices with Journal Entries linked to sync as expected, resulting in less time time spent reviewing and solving integration errors. 

improvements Cross Ledger Credit Note allocations are now disabled

In Trust/Client Accounting, credit notes can no longer be allocated against an invoice if it has a different ledger to what's on the credit note.

Allowing these allocations was previously causing balancing issues, as funds do not move between ledgers when allocating a credit note to an invoice with a different ledger.

improvements Improved access to and sorting of Property Areas

Area details can now be viewed and edited from within a Tenancy/Lease that is linked to that Area: 

From the Areas list in a Property, the list can now be sorted by any of the column headers (Title, Type, Size, Tenancy/Lease) by clicking on the column header.  

improvements More information in Tenancy/Lease list pages

In the Current Tenancies/Leases list view, we're now displaying the Term Expiry of each Tenancy/Lease:

And in the Future Tenancies/Leases list page, the Term Start is now displayed and the list is ordered by the Term Start date.

improvements Link from Overdue items on dashboard to Events Report

Now clicking on the Overdue title on the main Dashboard will take the user directly to the Events Report, with the report pre-filtered to show all Overdue events for that Property Manager

improvements Updates to Tenancy/Lease History  

The Tenancy/Lease History now contains currency symbols and +ve/-ve values. Debits are displayed as a positive value and credits as a negative value. The totals displayed considers these updates to display an overall position. The same changes pull through to the .pdf download.

improvements Sync the Xero integration from any page

We are excited to announce that we have added the ability to start a Xero sync from any page! This new feature will make it even easier for you to keep your accounting records up to date. Simply click the "Start Xero sync" button, accessed via the black menu bar on any page, and your records will be automatically updated.

improvements Changes to Property Valuations

We've added the Valuations to the Property List report - pulling in the latest dated Valuation. This report will give a sum total of all properties' valuations as well, giving a view of your total portfolio value.

improvements Custom heading text color for owner statements

Companies can now change the text color for section headings on owner statements. This allows them to use any brand color while maintaining contrast between the background color and text.

improvements Filter Maintenance Hub by recurring/one-off tasks

We've added a new filter to the Maintenance Hub, allowing users to filter between recurring, one-off, or all tasks

improvements Rent per unit now shows on the Tenancy/Lease Summary page, and the Tenancy/Lease Summary card on the Property Summary page

This will adapt to the unit of measurement selected for that company.

improvements Meter Invoices now pull through reading dates

Invoices generated from Utility Meter readings now pull through the dates of the previous and current reading on to the Description of the invoices, making it easier to see the time periods the invoice relates to! 

improvements Additional info when performing Bulk Rent Reviews

The Bulk Rent Review results table now features a new column that displays the Description of the review. 

In addition the Review Type column will now display a (%) symbol for review types that are percentage based. 

improvements More functionality in Reminders Hub

The Reminders Hub will now feature two new columns that show the related Property and Tenancy, making reminders easier to identify; and for one off reminders, a Mark as Complete button is now available to action direct from the Hub.

improvements Prepayments / overpayments in tenancy statements for Xero customers

Available prepayments and overpayments that are related to a tenancy/lease are now included in tenancy/lease statements for Xero customers.

improvements  Only show overdue invoices in tenancy/lease statement

improvements Trust/Client Accounting - clickable invoice numbers in the Unpresented Deposits report

An additional column has been added to the unpresented deposits report with a clickable link to the invoice number

improvements Trust/Client Accounting - Disburse Creditors improvements

The disburse creditors page has had the following updates to make disbursing creditors easier:

• Number column to easily see the invoice / credit note number
• "(Tenancy credit)" displays next to the payee name for income credit notes
• Banner error message listing payees that have invalid bank details

improvements Improvements to Tenancy/Lease Invoices list

You can now see the type of invoice (Rent, Outgoings, Other non-rent income) next to each invoice; as well as a new column to display the Rent Period for rent invoices.

improvements Trust/Client Accounting - Show active ledgers when archiving a contact

When attempting to archive a contact, any associated active ledger will be shown so users can go straight to the ledger and archive it, so the contact can then also be archived.

improvements Available credit notes are now displayed on invoices