July Product Update
✨🎉 INTRODUCING SUPPLIER COMPLIANCE ✨🎉
New feature
Available for Core, Pro and Enterprise customers
Compliance is no longer just for properties; it now extends to the people you trust to get the job done! From insurance and safety certifications to trade licences, you can now track and manage supplier documentation with the same structure and confidence you apply to your property compliance.
One common issue for property managers is ensuring that assigned suppliers are compliant with legal requirements to undertake specific tasks and recurring pieces of work. With our new Supplier Compliance area available in the Compliance Hub, you can now easily visualise and manage these compliances, record the types of work each supplier is qualified to perform and enhance your workflow when allocating work orders.
How does it work?
Just like with property compliance, you’re now able to set clear compliance requirements for your suppliers. You'd start by creating supplier compliance types that outline what you need from each supplier, for example, public liability insurance or trade certifications. Then, you can record and track whether each supplier meets those requirements.
When you assign a supplier to a maintenance job, you’ll now be able to see their compliance status right away, so you can be confident you're choosing someone who meets your standards. This will help you stay organised, reduce risk, and ensure only compliant suppliers are working across your portfolio.
To learn more about creating supplier compliance types, new compliance requirements and how to assign suppliers to existing maintenance tasks and work, visit our help center →
✨ 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 →
improvements
If you’ve ever had to dig around for the right company email address just to forward an invoice, you’re not alone, and now you don’t have to. With this update, Credia Plus customers can now forward invoices to a single email address for the whole billing group.
To get started, head to the Process Expense Invoices page from the Accounting Menu, and click ‘Forward invoices’. From there, you can copy your unique billing group email address. You can either set up forwarding rules using that address or ask your suppliers to send invoices directly to it. Once invoices are forwarded, they’ll automatically appear in your pending view. You’ll see a ‘Forwarded’ icon beside each one so you can easily identify the source. Soon, Credia will also automatically process these invoices, so they’re ready for your review without any manual entry.
What makes this feature even better is that there’s now just one email address for your entire customer group (billing group), instead of separate addresses for each company. This makes it much simpler to manage forwarding rules and communicate billing instructions to your suppliers. The email address is also easier to read, as it now includes the customer group name rather than a long string of random characters. You can learn more about Credia Extract: Invocies here →
Credia Advise now supports multiple document references
improvements
We’ve enhanced Credia Advise to give you even more clarity and confidence when reviewing lease and tenancy details. When a tenancy or lease includes multiple lease documents (like a main lease and a variation), Credia Advise now references the correct document based on what’s valid. We’ve also made responses easier to read, with clear formatting, bolded details, and clickable citations so you can easily verify the source. This means more accurate responses and less second-guessing.
And that’s not all. With Credia Advise, you'll now have access to a richer set of tools designed to make your lease queries faster and easier:
- Citations: See exactly where Credia pulled its answer from, including which lease document and clause
- Supporting facts: View key details from your lease or tenancy that back ups the answer
- Document preview: Quickly view lease and tenancy documents side by side with the chat
- Reference navigation: Click any reference to jump directly to the right part of the lease or tenancy
- Follow-up actions: Easily act on what you’ve found out, like updating tenancy records or scheduling maintenance
✨ COMMUNICATIONS ✨
Email footers are now included in replies from My Inbox and Credia
improvements
You can now include your email signature when replying directly from My Inbox in Re-Leased. If you’ve set up a footer in Settings > Communications > Templates > Correspondence > Manage Email Header/Footer, it will now appear automatically when you reply to an email, whether you're sending correspondence, replying within My Inbox or drafting emails using Credia.
✨ INVOICES AND EXPENSES ✨
Approve invoices one at a time in the Process Expense Invoices flow
improvements
You now have more flexibility when approving invoices. If you prefer to review and approve each invoice individually, rather than submitting them all for approval at once, you can now do exactly that in the Process Expense Invoices flow.
Before you get started, make sure the right team members have permission to approve invoices and credit notes. You can check this under:
Maintain User Roles > [Role] > Income and Expenses Permissions > Can approve invoice / credit note
Also, keep in mind that Expenditure limits will still apply if the invoice amount exceeds a user's assigned limit.
✨ SUPPLIER INSURANCE ✨
Support for multiple coverage amounts in supplier insurance policies
improvements
It’s now easier to manage more complex supplier insurance policies. You can record multiple coverage amounts under a single supplier insurance record, which will help you stay on top of different coverage types such as public liability, professional indemnity and workers' compensation.
You’ll also notice a fresh new Insurance Hub interface that lets you preview the policy while entering the details, making it easier to get everything right the first time.
To learn more about how this improvement works, visit our help center →
✨ CUSTOM FIELDS ✨
Custom Fields are now available for invoices and included in reporting
improvements
Pro package users can now add custom fields to invoices – known as Transaction Fields in Re-Leased. This lets you capture important finance-related details like cost centres, approval codes, or payment notes directly on the invoice. You can also include this information in the Invoice Details and Payment Report, which will make it easier for you to track spending, support audits and generate more accurate reports for your business. You'll find more information about Custome Fields in this help article →
✨ ACCOUNTING INTEGRATIONS ✨
QuickBooks Online
improvements
We’ve enhanced our QuickBooks Online integration to support invoice-level discounts. QuickBooks Online applies discounts across the whole invoice, while Re-Leased works at the line-item level. This update bridges that gap by proportionally distributing the QuickBooks Online discount across each line item in Re-Leased while ensuring accurate totals, correct tax handling and a smoother sync experience. This applies to both tax-inclusive and tax-exclusive invoices. Visit our Help Center for more information about this enhancement →
Sage Intacct
improvements
The Sage Intacct integration now supports the Payment Priority field for expense invoices. When syncing between Re-Leased and Sage Intacct, you can now include the standard Payment Priority setting: Urgent, High, Normal, or Low. This helps you manage how invoices move through your approval and payment workflows, making it easier to follow your internal rules and meet client expectations.
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