✨🎉 INTRODUCING PROPERTY GROUPS ✨🎉

New feature
Available for Core, Pro and Enterprise customers

No matter what type of portfolio you manage;  large, multi-family, or block management, Property Groups makes it easier to stay organised. You can now group your properties in a way that makes sense to you, so managing, budgeting, reporting and staying on top of tasks feels less complicated. 

With Property Groups, you can:

• Group properties by blocks, units, estates, regions, property types, owners, and more
• Manage maintenance and compliance tasks for shared or common areas
• Add notes against the group
• Handle outgoings/service charges and budgets at the group level
• Run key reports like Tenancy Schedules/Rent Rolls and Invoice Details for the entire group using the Report Builder

To learn more about creating, managing, budgeting and reporting at the property group level, please read this help center article → 

✨ 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: Save time with faster invoice processing
improvements 

A much-requested invoice processing feature is now available for all Credia Plus users. You can now send invoices straight from My Inbox to Credia Invoices to be processed with no need to download files or upload them manually back to Re-Leased one by one. It’s a quicker, easier way to keep your property finance operations moving while reducing the steps in your workflow.

✨ Property Management ✨

Introducing a smoother maintenance creation flow
improvements

We’ve refreshed the maintenance creation flow to give you a smoother, easier-to-navigate experience, without you losing any functionality. Everything you rely on is still there, but now with a cleaner layout and a new side-by-side view that gives you a clearer glance at what needs to be added. An intuitive side panel guides you through each section as you go, and you can now assign tags right from the start, keeping your team organised and in control from day one.

improvements
In addition to this, we have also added a new Bulk Actions button in the Maintenance and Compliance Hub areas, which allows you to delegate, undelegate or mark a group of tasks as complete in one smooth move, reducing the need to click into each task individually to get the work done.

✨ Lease/Tenancy Management ✨

Draft tenancies/leases are here
improvements 

You can now save Commercial and Residential tenancies as drafts directly from the tenancy wizard, which will give you more flexibility to work at your own pace. Create as many drafts as you need and pick up where you left off anytime from the new Drafts tab on the Tenancies/Leases page. Drafts won’t count towards your tenancy limit, so you’re free to plan ahead without affecting your subscription.

✨ Communications ✨

Reply to emails directly from My Inbox
improvements 

You can now respond to emails straight from the My Inbox tab in Re-Leased. Your reply will appear as part of the same email thread in both your connected email account (like Outlook or Gmail) and in your Re-Leased inbox, just like you’d expect. So there's no need to switch platforms or worry about broken or lost email threads. It’s now all in one place, fully synced.

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!

🎉✨ INTRODUCING MANAGEMENT FEES✨🎉

Managing owner fees just got easier. With Management Fees, you can now automatically raise fees when specific events occur in Re-Leased, saving you time and eliminating the need to do this work outside the platform. Once fee rules are created at the tenancy or property level and fees are raised, invoices can be conveniently generated in bulk in the Owner Fees area.

What you can do:

• Flexible fee setup: Create fixed fees, percentage-based fees, or a combination of both to match your management agreement
• Bulk invoice generation: Raise multiple fees and generate invoices for each owner in just a few clicks. Each invoice will include a clear breakdown of all fee line items
• Simple fee tracking: Filter and view draft, invoiced and generated fee invoices in one place, bulk select the fees you want to invoice, or export your fee data from the screen to a CSV file

• Property details – such as name, address, and owner
• Fee details – such as fee name, fixed fee, percentage, and Chart of Accounts (CoA)

You can also use this report to identify underperforming properties in your portfolio and model how adjusting management fees could impact their value. It can also help you optimise staffing by showing whether underperforming properties need more resources or if staff can be reassigned to improve efficiency.

Learn more about Management Fees in the Help Center:

• Setting up fees →
• Generating Fee Expense Invoices →

✨ PROPERTIES✨

Package users can now add custom data at the area level! Previously, custom fields were only available for properties, tenancies, and contacts—but now, you can use them for areas too. This means you can easily track key details like flooring type, HVAC specifications, EV chargers, EPC scores, and expiry dates, or any other information you need — whether for individual units, entire buildings, or shared spaces like car parks. Custom fields give you the flexibility to create, edit, delete, and report on your unique data, plus bulk import multiple values into Re-Leased in just a few clicks.
 
Learn more about Custom fields:

• Custom fields →
• Importing Custom field values →

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!

✨ PROPERTIES✨

improvements
Customise your energy ratings
We’ve introduced the ability to customize your EPC ratings to match the energy rating system used in your region. You can now create, edit, or delete ratings for properties and areas in the Settings and Areas sections of the system. Users with access to Re-Leased Insights Strategic Dashboards can also pull energy rating data into EPC rating dashboards for deeper portfolio analysis. To learn more about energy ratings, visit the Help Center.

✨ PROPERTY COMPLIANCE✨

improvements 
Property compliance by area and external responsible party 
You can now assign multiple areas to a compliance record and specify an external responsible party, such as an owner or tenant. This gives you clearer oversight of compliance obligations at the area level - whether for individual units, shared spaces, or entire buildings - helping you stay on top of your compliance requirements today and in the future.

✨ INSIGHTS✨

improvements
Re-Leased Core package users now have access to enhanced functionality in their Insights subscription which allows you to stay in control of your portfolio and get the critical information you need, right when you need it. With the new functionality, you can dive deeper into your data, track key metrics, and streamline reporting by scheduling dashboard deliveries straight to your inbox.

Learn more about:

• Drilling into your data →
• Creating dashboard alerts →
• Scheduling a dashboard delivery →

✨ CONNECTED ACCOUNTING✨

New feature 
XERO:  Re-Leased supports discounts on Xero invoices
Xero accounting users can now sync invoice discounts between the two platforms. Previously, syncing invoices with discounts from Xero to Re-Leased led to inaccurate totals and risked overwriting discounts in Xero after editing invoices in Re-Leased. Now, we fully support percentage and fixed-amount discounts for Xero income invoices, ensuring totals remain accurate across both platforms.  

improvements
NETSUITE: Re-Leased now supports SuiteTax
We’re thrilled to announce that Re-Leased now fully supports NetSuite’s SuiteTax! SuiteTax is designed to handle the complexities of modern, global tax management, providing flexibility, scalability, and real-time compliance across multiple jurisdictions. SuiteTax allows you to stay compliant as you grow and navigate the ever-changing tax regulations.

✨ ACCOUNTING✨

improvements 

Great news for our UK and Guernsey customers using Virgin Money! You no longer need to process manual bank transfers - Virgin Money is now available as a bank payment file in Re-Leased, making payments easier and more efficient.

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 wrap up 2024, we want to thank each of our customers, partners, and team members who made this a remarkable year. It’s been a privilege to support you and be part of your journey as you tackled challenges, seized new opportunities, and achieved impressive results. Wishing you a joyful holiday season and we're looking forward to another successful year working together with you! 💚  

✨ BETA TESTING✨

Exciting new features are coming to Re-Leased, and you have the chance to beta-test them before they officially launch! Get an exclusive preview of what’s ahead by clicking the ? icon on the right side of the portal and selecting Available Betas from the menu.

• beta testing  Customisable energy ratings for properties and areas
• beta testing Management and Ower Fees - Connected accounting and standalone users only
• beta testing Enable shared mailbox - Outlook email integration users only

✨ TRUST/CLIENT ACCOUNTING✨

New feature 
All Trust/Client accounting customers will now have a new and improved disbursement history list! You can now filter the view based on the available data and save time while trying to hunt down previous disbursements. 

improvements
The owner statements page under an owner contact has also been refreshed! The workflows have been made simpler, and you can now also raise a fee separately using the "Raise fee" button. This is step one in being able to bulk download and email owner statements for a specific owner, which we're looking to add in the first half of next year!

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!

Firmly rooted in our belief that addressing even the smallest inconsistencies and paper cuts in the platform is as vital – if not more so – than focusing on introducing new flashy features in the product, our Customer Love Sprint initiative sits right at the core of our product thinking.

And what better way to demonstrate this than by running not one, but two Customer Love Sprints in the same year! 

Like our Valentine’s Day Customer Love Sprint in February, this Customer Love Sprint focused on addressing customer feedback, pain points, and product requests. We believe that responding to customer needs isn’t just about feeling good or improving a CSAT score —it’s about delivering real impact and value in their everyday workflows. 

To learn more about these Customer Love Sprint enhancements, our Product Managers have created short demo videos and product description summaries for you below. Each video will showcase some of the key improvements they worked on, ranging from feature refinements to visual enhancements.

If you have any questions regarding the improvements or would like to give feedback directly to the Product Manager, we have included everyone’s contact details under their sections below. Please don’t hesitate to let us know what you think - we're excited to hear your thoughts on these updates! 

💚PROPERTY MANAGEMENT 💚

💚Property List Page 
We’ve enhanced the way you can view information across the Property List Page: 

• Filter by Owner 
• More columns for faster access to your information: this includes tenancies (with links), property owner and custom fields.

💚The Maintenance Hub 
Users typically have multiple work order tasks within a maintenance event, which usually requires individually completing these tasks. We have made this process a lot more efficient.

• Now you can complete work orders when completing a maintenance event.  
• We have also introduced the ability to select all tags within the Maintenance Hub to enable users to easily de-select tags of no relevance. 
• The maintenance feed within a maintenance task pages also becomes increasingly difficult to navigate as comments start to add up. To resolve this, we have introduced filtering. 

💚The Compliance Hub 

• We have also introduced enhanced filtering within the Compliance Hub, namely adding in company and property owner filters. 
• The activity feed within compliance details becomes quite crowded as the comments rise too; to improve this view, we have also introduced filtering here. 
• Users can now also assign an external responsible party for a compliance, like a tenant or property owner. 

💚The Insurance Hub 
Property insurance is now visible within the Insurance Hub to view. 

navdip.singh@re-leased.com

💚TENANCY MANAGEMENT💚

💚Bulk Rent Review
When choosing a specific adjustment amount for bulk rent reviews, we have enabled users to be selective with the review type this applies to. This solves an existing problem where an adjustment amount applied to all rent review types within a bulk rent review.  

💚The Rent Escalation Scheduler 
The Rent Escalation Scheduler no longer auto-populates values against the new date and new amount field. We have also added in the ability to create a new rent review type within this feature. Also, upon completion of a rent review, you can now return directly to the Rent Review Hub. 

💚Budgets
Within the Expense to Schedule page, we have introduced a “from” column to identify a supplier contact to offer more context when allocating an expense across multiple schedules.  

💚Arrears Hub
An arrears status can be directly updated now within the Arrears Hub preventing the need to navigate to the individual tenancy to update this information. 

💚Late Fees
Tenancies that are placed into a “holding over” state are now included within a Late Fee rule. A late fee will incur now whenever payments are late. 

navdip.singh@re-leased.com

💚ACCOUNTING 💚

💚Easier to read invoice PDFs
The font size on invoice PDFs could sometimes be too small to read for tenants, so we’ve added a new setting that allows you to use a larger font size on income invoice PDFS.

💚Raise fees when rent is demanded, rather than when paid
This means you don’t have to wait for rent to be paid before raising a fee, the fee can be raised as soon as a rent invoice has been approved! 

💚The bank account reconciliation report now has a line for suspense ledger balances
This is particularly important for our Australian customers as it was a compliance issue. 

💚Easier to create/edit direct on charge templates
Now when inputting a % of allocation, the pre-filled amount is selected so you can start typing the new figure with one click.

💚Close of period page – better filters and more user-friendly
The old version of this page was in the old style and had limited search filter options. Now you can filter by status and bank account, as well as displaying in a cleaner looking list. 

💚Refreshed contact owner statement page
The owner statements page under a contact has a fresh new look, which allows you to raise a reprint fee separately from the download/email. We’ve also improved the workflow of emailing/downloading owner statements for an owner to be simpler. This is also step one in being able to bulk download or bulk email owner statements for a specific owner.   

grace.twigg@re-leased.com

💚CONNECTED ACCOUNTING 💚

 💚Invoice Sync Status 
Users can now at a glance see the sync status for invoices both from the invoice list view and at an individual Invoice level. Not only are we surfacing the sync status but also any corresponding sync error messages can be found by hovering over the icon.

Sync Statuses:

• Pending
• Sync Error
• Synced
• Unlinked - Unlinked via sync results.
• Excluded - This means that the transaction will not be synced.   

💚Enabling “Awaiting Approval” status for Vacating Credit Notes  
We've enabled Credit Notes created during the vacate process to be saved in an "Awaiting Approval" state, allowing customers to manage approvals directly in Xero. Previously these CN's could only be "Saved and Approved". 

💚Netsuite Sync Improvements
To improve sync reliability, we've added a 45-character limit and an error message in Re-Leased for the invoice reference field, aligning with NetSuite’s requirements and reducing sync failures

💚Enabled the ability to set a Default Expense Account for Contacts (creditors)  
We've added the ability for CA customers to set a Default Expense Account at the contact level, similar to the existing feature in Trust Accounting. This addition also enhances the Xero work order experience by using this default account when no COA is found on a maintenance item. Additionally, we're considering syncing this field with Xero, eliminating the need for manual updates for Xero users.  

💚New tracking UI improvements
Streamline multi-line invoice management for NetSuite and Sage Intacct integrations by reducing repetitive data entry and enhancing usability. Users can now apply tracking options across all invoice lines at once, see tracking settings directly on the edit page, and auto-populate tracking on new line items based on existing entries. Expand/collapse functionality further improves the interface, keeping tracking details organized and accessible. These changes make managing property-related invoice data more efficient and consistent, adding value by saving time and minimizing input errors. 

rudi.lategan@re-leased.com

💚PROPERTY REPORTING💚

💚Tenancy Schedule/Rent Roll report now includes:

• Future Rent summary metric
• An option to Sort by Company
• Display the property name at the top of the PDF export (when only a single property is selected)
• Floor and suite can now be found in areas and are sortable which allows users to view their Tenancy Schedule/Rent Roll reports in a way that reflects their physical building layout
• VAT Elected and VAT Effective Date 
• We now support select custom fields and have added an indicator to specify which columns are custom fields.

💚Invoice Details Report 

• The account class dropdown is re-ordered to match the convention
• Tax (or GST) Code and Tax Name are also now available

💚Tenancy Summary

• You can now choose how many notes you want to display in your report. 

💚Tenancy Statement 

• You can now filter by property.

kah.chan@re-leased.com

💚RE-LEASED PAY AND COMMUNICATIONS💚

💚Re-Leased Pay Invoice templates
You no longer need to create extra invoice templates when onboarding to Re-Leased Pay. Previously, setting up a new account required selecting or creating a custom template to include online payment details and ensuring your tenancies used those templates. Now, if you’re using the master template, everything is ready for your tenants to pay via Re-Leased Pay—no additional steps required. This improvement applies to new accounts, while we’ll add extra configuration for existing ones. Your custom invoice templates will still have payment options enabled by default, but you can turn these off anytime if needed.

💚Your tenants can now see available payment methods on your Re-Leased Pay emails and invoices 
Your Re-Leased Pay invoices and emails will now show all the payment methods your tenants can use, based on your region. Before, only a few credit card logos were shown, which sometimes made tenants think those were the only options. Now, tenants can clearly see all the ways they can pay, making it simpler and less confusing for them.

💚Re-Leased Pay tenants' email communications 
The Re-Leased Pay button on your invoice emails now looks clearer and more professional. And we’ve also made it easier for tenants to set up recurring rent payments by improving the invitation emails they receive.

💚Communication enhancements💚

💚You can now disconnect expired accounts 
This update makes things easier if you had an old email account linked to Re-Leased that you no longer use. Previously, if the connection expired, you could only reconnect the account—you couldn’t remove it. Now, you can easily disconnect expired accounts and link the email accounts you actually need.

💚Smarter redirections when sending emails
We’ve made enhancements to bring you back to the page you were working on after sending an email. You used to always be taken back to the tenancy history tab, regardless of where you were sending your emails from.  These enhancements will now allow you to get back to the right page after sending an email.

esperanza.garciaespina@re-leased.com

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announcements
🎉✨INTRODUCING CREDIA EXTRACT 🎉✨

We’re excited to introduce Credia AI Extract! Now you can automate data extraction from your property and insurance policy documents, eliminating the need for manual input.

New feature
Try Credia Extract today with Insurance Management
The first skill of Credia Extract focuses on insurance management. With Credia, your insurance documents are created and processed faster than ever before, allowing you to streamline updates and compliance tasks. Here’s how it works:

• Drag-and-drop efficiency: Easily upload insurance policies and Credia will quickly extract the data, saving you tedious manual work.
• Side-by-side review: View the extracted data alongside the original document for a quick and accurate review process.
• Email automation: Extract insurance details from email attachments, and initiate actions directly from your inbox with ease.

There are many more document types to follow, so stay tuned!

New feature
Create a new insurance policy directly from email
Once your Outlook Email is connected to Re-Leased, Credia can automatically extract all relevant insurance policy details from the attached document and generate a new insurance policy in Re-Leased.

New feature
Update an existing insurance policy with Credia Extract
You can also update an existing insurance policy by simply dropping your new PDF policy file directly into the Credia Actions Panel.

See this help center article to learn more about Credia Extract's Insurance Management skill →

✨ 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.

• beta testing Custom Fields - Core and Pro users only
• beta testing Stacking plans – Pro users only
• beta testing Compliance Matrix Report – Pro users only

For more information about your subscription plan or how to upgrade, please reach out to your Account Manager, or request to be contacted here

✨ PROPERTY MANAGEMENT✨

improvements
Property List area
The look and feel of the property list area is changing for better soon! Here’s a sneak peek of what you can expect to see in the coming months.

Thanks to this improvement, you'll soon be able to:

• View all your properties in a familiar excel like format
• Edit multiple fields at once, as long as you have permission to edit properties. This will be awesome for updating the new Custom Fields functionality, which is now in Beta!
• Enjoy more filtering options, including multi-select companies
• Use sticky filters and sorting, which saves your filter and sorting settings between page loads, so you don't have to reset them when navigating back to this page 
• Customize the columns you see in this page

✨ RENT REVIEWS✨

improvements
The Effective Date field, which was previously limited to one-time rent reviews, is now available for bulk rent review processes as well! This update comes in response to a lot of customer feedback and requests, and we're excited to bring this added flexibility to your workflow. With this enhancement, you can now manage bulk rent reviews with ease and get ahead of your tasks by sending rent review correspondence well in advance of the date the new rent becomes effective.

✨ REPORTING✨

improvements
Property Maintenance Report
You can now customize and download your maintenance reports directly from the Maintenance Hub! Simply filter your view, then click 'Download' to save it as an Excel or PDF file, or share as an email attachment.

✨ TRUST/CLIENT ACCOUNTING✨

New feature
Trust/Client Accounting users will now be able to specify an "As at date" for their disbursements. This will allow you to continue bank reconciliation at the end of a period and use the "as at date" to ignore payments that happened after the selected date. To learn more about as at date, read this help article 

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This month, we’ve rolled out several key new features and improvements. Highlights include the introduction of Property Compliance and enhancements to rent, income and expense invoices, trust/client accounting, and accounting integrations. We’ve focused on making your property management, compliance, and accounting workflows more efficient and easier to handle, and look forward to your feedback on these updates!  

🎉✨INTRODUCING PROPERTY COMPLIANCE FOR RISK-FREE PROPERTY MANAGEMENT WITH RE-LEASED 🎉✨

New feature
In recent years, compliance requirements for commercial real estate have become stricter and more complex, demanding that property managers stay updated on growing regulations and conduct regular audits. These tasks are crucial not only for meeting legal standards but also for ensuring the efficiency and safety of properties and tenants.

At Re-Leased, we understand these challenges and are excited to announce that Property Compliance is now available for all our customers. This core property management capability helps you manage your compliance in one place, save time and money, and mitigate legal, financial and reputational risks by ensuring your properties and assets remain compliant now – and in the future.

Keep track of your compliance with the Compliance Hub

The Compliance Hub delivers critical compliance information you need at a glance. It allows you to keep track of your compliance deadlines easily by providing a clear overview of all upcoming and overdue compliance requirements and tasks in seconds. Here you can also easily create new one-off compliance records for your properties with custom pre-set checklists and to-dos to support complex workflows.  

Visit the Compliance Hub

Centralise your compliance documentation in one place 

Say goodbye to third-party platforms and lost certificates. Now, you can locate, store and manage all your compliance documentation for each property inside Re-Leased. Maintaining accurate records for compliance checks and property maintenance, and meeting regulatory requirements has never been easier! 

Stay organised with timely compliance reminders

Simplify your calendar chaos by receiving automatic notifications before an important deadline. With compliance reminders, you'll never miss another compliance expiry date again. Just set a reminder during the compliance creation process to start receiving timely notifications via email and see reminders on the dashboard calendar, where you can also take action on them.

Simply setting up compliance with Templates

Create customised compliance templates to simplify setting up new compliance records and managing overall compliance, especially when you need flexibility or have detailed internal processes to follow. These reusable templates let you pre-define checklist items and documents tailored to your company's specific compliance needs.

Coming Soon

• Reporting and auditing
  Soon, you'll be able to run health check reports to identify missing, expiring, or expired documents, including those for specific compliance types. 
• Creating work orders directly from compliance records

Our Property Compliance documentation is in our Re-Leased Help Centre, and our support team are always available to help if you get stuck. 

✨ RENT REVIEWS✨

improvements
Automatically Tag Rent Invoices 'Without Prejudice' During Rent Reviews
You can now automatically add the "Without Prejudice" tag to rent invoices during outstanding rent review periods. This new setting helps you maintain an official 'open' position during negotiations and gets automatically removed once the review is completed. 

✨ TRUST/CLIENT ACCOUNTING✨

improvements 
Trust/Client Accounting customers will now find a new setting under "Owner statement display options" which will show tenancies with no activity on the detailed commercial  and  balances owner statement formats.

improvements
Instead of reversing many disbursements across multiple trust/client accounts, you can now reverse the most recent disbursement within a bank account even if other disbursements have happened more recently across other banks.

improvements
Discounts can now be applied to the following templates:

• Outgoings / service charges
• Repeating income 

✨ CONNECTED ACCOUNTING✨

QuickBooks Online improvements to US-based customers
improvements 
North American QuickBooks Online customers, you can now accept bank deposits as payments! No need to change any of your processes—just continue using QBO as usual. You can read more about Bank Deposit Transactions in this help article → 

improvements
Tax details now displayed on individual line items! This small but significant update addresses an issue where tax wasn’t correctly shown at the line item level on Re-Leased invoice templates, even though the overall invoice total was correct. We've updated the tax sync process, so your invoices will now show the correct tax details for each line item as expected. 

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