Credia AI

Credia Extract: Lease Creation

Turn your lease documents into live records in Re-Leased, automatically.

Credia Extract reads your lease documents and creates tenancy records directly in Re-Leased, pulling key terms, dates, and financial details without manual data entry. Upload a lease PDF, review the extracted data, and save it as a live record in seconds.

Available to all Credia Plus customers. Learn more →

Accounting

New Quarterly and Monthly CPI Index Support (Australia)

Following changes to how the Australian Bureau of Statistics publishes CPI data, Re-Leased now supports updated new Quarterly Index numbers, based on three-month average of monthly indexes and monthly CPI index numbers for rent reviews. The new monthly option pulls CPI data from April 2025 onwards directly from the ABS website.

What this means for you: How a CPI rent review is performed may change depending on the CPI index referenced in your lease document. Customers can select Australia post Nov 2025 from the Country drop down for quarterly index figures on the new calculation methodology provided by ABS, Table 17 or Australia pre Nov 2025 for the previous methodology (which will no longer be updated). Customers may also choose monthly CPI.

For full CPI reference data, visit the ABS website.

Export to PDF for Budget Details

Export your entire budget view as a landscape PDF in one click. The Budget Details page now includes an Export to PDF button, covering all areas, accounts, schedules, and allocations. No more copying data or taking screenshots to share budget snapshots for stakeholder reporting, meetings, or audits.

Learn more →

Property Tracking Defaults

You can now set multiple tracking category defaults per property, so the right categories are automatically applied when generating invoices, outgoings, instalments, late fees, management fees, and budgets. Less manual tagging, fewer errors.

This update also extends full tracking support to Xero, bringing it in line with our other ERP integrations. If you're a Xero customer, you've already been migrated and your existing tracking settings have been carried across.

Available to all customers on connected and standalone accounting. Learn more →

Re-Leased Pay

NZ Direct Debit (New Zealand)

New Zealand Re-Leased Pay customers can now accept direct debit payments from tenants. Previously, NZ was limited to credit card payments only. Direct debit gives tenants a lower-cost payment option and supports recurring payment setups for more predictable cash flow.

Direct debit has been automatically enabled for all active Re-Leased Pay customers in New Zealand. If you'd prefer not to offer this payment method, you can disable it in your Pay settings.

Learn more about Re-Leased Pay →

Upcoming Webinar: The Product Quarterly

Join Kah Chan (Director, Product) and Sam Saga (Product Manager) for The Product Quarterly.

In this webinar, you'll:

• See live demos of recent updates, including Credia Lease Extraction, bank account approvals, and concession enhancements
• Get a preview of what's driving the product roadmap this quarter
• Get a first look at upcoming features and improvements
• Join a live poll and Q&A, so you're part of the conversation

North America
Monday 16th March
2pm PST | 3pm MST | 4pm CST | 5pm EST
Register Here

Australia / New Zealand
Tuesday 17th March
11am NZST | 9am AEST
Register Here

Europe / UK
Tuesday 17th March
9am GMT
Register Here

🧪 BETA TESTING 

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

Credia Plus: Lease Extraction
beta testing 

This highly anticipated feature is now available in beta for Credia Plus customers.

Credia Extract transforms manual lease setup into a fast, AI-assisted workflow by automatically extracting key information from an existing lease document to create a live record in Re-Leased. This update will significantly reduce manual data entry and speed up the tenancy set up inside Re-Leased.

Learn more here ➔

Bank Account Approvals
beta testing 

Bank account changes can now require approval before becoming active.

When bank account details are added or updated on a contact, changes are held in a pending state until approved by an authorised user. Each change is logged with a full audit trail showing who made the update and who approved it.

This added layer of verification helps reduce the risk of payment fraud and accidental errors when managing sensitive financial information.

Bank Account Approvals is available in beta for Pro customers.

Learn more here ➔

Sequential Numbering is now available in open beta for standalone and trust/client accounting customers.

You can now configure custom sequential numbering for income invoices and credit notes, including custom prefixes, automatic increments, and number padding. This gives you greater control to meet internal audit requirements and regional compliance standards.

For UK customers, sequential numbering can also be applied to payment requests and VAT receipts, helping maintain consistency across financial documents.

Learn more here ➔

💳 RE-LEASED PAY 

Invoice Payment Recognition
improvements 

You now have more control over when invoices are marked as paid.

Instead of invoices being marked as paid immediately when a tenant makes a payment, you can choose whether payment status updates when the tenant pays, when funds are received, or when payments are reconciled. This allows payment status to better reflect cleared funds and align with trust accounting and regional compliance needs. Read more here. 

Default Payment Account
improvements 

If you use multiple Re-Leased Pay accounts, you can now set a default payment account per company.

This makes it easier to control where payments are routed and supports phased rollouts, pilots, or selective enablement of Pay Online across your portfolio. Read more here.

Learn more about Re-Leased Pay ➔

🧾 EXPENSE INVOICE PROCESSING

Expense Invoice Processing will soon replace Bulk Invoices.

This month, we’ve made several updates to ensure the new workflow supports the same day-to-day tasks customers rely on today, while also making invoice processing faster and more streamlined. If you haven’t already, we recommend starting to use Expense Invoice Processing ahead of the Bulk Invoices workflow being sunset.
 
Learn more about this new workflow ➔

Copy Details to the Next Invoice
improvements 

Processing batches of expense invoices is now faster. A new toggle allows users to copy invoice details to the next invoice during manual processing, reducing repetitive data entry and speeding up high-volume workflows.

Complete Maintenance Tasks Inline
improvements 

You can now complete linked maintenance tasks directly from the invoice processing screen. Status updates happen in real time, reducing unnecessary navigation and saving time.

Attachments During Invoice Processing
improvements 

Attachments can now be added while creating or editing an expense invoice. Upload receipts, contracts, or supporting documents during processing to keep records complete and accurate from the start.

🏢 OPERATIONS

Base Year Concessions in Budgets
improvements 

You can now model and manage base year concession structures directly within budgets. This improves accuracy for leases commonly used in North America and Australia.

Learn more here ➔

Automated Arrears Notices
New feature 

Arrears correspondence can now be automated.

Instead of manually reviewing overdue invoices and sending notices each day, Re-Leased automatically checks for invoices in arrears and sends notices to tenants that meet your configured criteria. This reduces manual effort while maintaining consistent arrears management.

Learn more here ➔

Document Sensitivity Labelling
New feature 

You can now label documents as Confidential, Restricted, or Public.

Apply colour-coded indicators, filter documents by sensitivity, and control who can view or download sensitive files — making it easier to manage access and protect important information.

🏦 TRUST ACCOUNTING

Automatic Tenant On-charge Invoices for Expense Instalments
New feature 

You can now automatically generate tenant income invoices when creating expense instalments.

Enable an on-charge option when setting up an instalment template for a tenancy, allowing Re-Leased to automatically create a corresponding tenant invoice for each expense instalment. Invoice status, income account, and due date can be configured once in the template, with the option to copy attached documents to tenant invoices and hold expense invoices until the tenant on-charge has been paid.

Multi-Property Owner Ledgers + Owner Statements
New feature 

Manage owner funds across multiple properties without the complexity of separate ledgers or inter-ledger transfers.

Owner ledgers can now be assigned to multiple properties, allowing funds to be shared where appropriate and enabling consolidated owner statements with clear, property-level breakdowns. This simplifies fund management while maintaining detailed, transparent reporting using the Balances owner statement format.

Learn more here ➔

🔗 CONNECTED ACCOUNTING

Multi-Company Contacts for Xero
New feature 

Contacts can now be shared across multiple companies, simplifying supplier management and supporting more scalable, multi-entity workflows.

Learn more here ➔

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!

🧪 BETA TESTING 

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

Microsoft Dynamics 365 Integration
beta testing 

We’re excited to officially welcome Microsoft Dynamics 365 to our suite of connected accounting integrations in an open beta. 

Customers using Dynamics 365 Business Central can now request access to the beta by contacting our Support team. Once enabled, you’ll be able to connect your accounting system to Re-Leased and streamline your operational workflows. 

Learn more here ➔

Expense Instalment Templates
beta testing 

Expense Instalment Templates are now available in an open beta, giving you a far easier way to manage large expenses paid over multiple periods - such as council rates, insurance premiums, and long-term maintenance contracts. Instead of manually creating recurring entries, you can now build a template that structures the instalments for you.

For UK customers, we’ve also added the ability to automatically calculate an owner’s share of these expenses during vacant periods, ensuring costs are allocated fairly and accurately based on occupancy. 

Full guidance is available in our updated help articles:
➔ Managing Expenses with Installment Templates
➔ Calculating Owner Costs for Expense Installment Vacant Periods

Automated Arrears Notices
beta testing 

You can now automate your daily arrears correspondence with the new Arrears Notices in open beta. Once enabled, the system will automatically check for overdue invoices at 3pm local time each day and send arrears notices to any tenants who meet your criteria. It uses the same logic as clicking “Complete” in the Arrears Hub - just without the manual work. This is a great way to ensure arrears notices go out consistently, even when your team is busy.

Learn more here ➔ 

🏢 TENANCY MANAGEMENT 

Enhanced Concessions for Budgets
improvements 

You can now apply concessions at the budget, schedule, or chart-of-account level, giving you much more control when managing complex tenant arrangements.

Five concession types are now available: 

1. Cap: Maximum amount a tenant will be charged
2. Collar: Minimum amount the tenant must pay
3. % of rent: Calculated as a percentage of tenant's rent
4. Fixed amount: A set dollar amount
5. Included in rent: Cost covered by rent

A refreshed, Vue-powered concessions page streamlines setup, including during budget approval, with automatic calculations and improved allocation workflows. These enhancements also flow through to budget approvals, owner contributions, area reconciliations, and certificate reporting.

Learn more here ➔

Smarter Tenancy Statement Emails
improvements 

Tenancy statements will now automatically skip tenants who have no outstanding invoices, helping reduce unnecessary email noise and keeping communication meaningful. If a blank statement is still sent (for example, if you choose to override the default), the email now includes a clear message confirming there are no outstanding invoices. You’ll also see a new “Skipped” status in your reporting so it’s easy to track which tenants were intentionally excluded.

📒 ACCOUNTING

Dedicated Bank Accounts Page
New feature 

We’ve launched a new, dedicated page for managing bank account information. Bank details have now been moved out of the Contact Details page and into their own workspace, giving you a much clearer and more consistent place to view and update this information. 

Link Work Orders Directly to Invoices
New feature 

You can now link invoices directly to work orders, making it easier to track maintenance-related costs in the way that best matches your operational workflow. When processing an expense invoice, the “Link Maintenance” search will now return both maintenance tasks and work orders, allowing you to choose the option that reflects how your team manages maintenance.

Everything remains connected behind the scenes — including parent tasks in Maintenance Hub — so you don’t need to worry about reporting or downstream impacts. 

Manually Edit Tax Amounts on Expense Invoices (Trust Accounting)
improvements 

To help with rounding discrepancies between Re-Leased and creditor invoices, Trust Accounting customers using the new invoice processing flow can now manually edit tax amounts on individual line items. By clicking “Edit Tax,” you can match the exact value shown on the creditor’s invoice, ensuring totals align perfectly before approval.

Multi-Property Owner Ledgers and Consolidated Owner Statements
New feature 

We’ve introduced multi-property owner ledgers, making it significantly easier to manage funds for owners with more than one property. Instead of juggling separate ledgers and inter-ledger transfers, you can now assign multiple properties to the same ledger and manage funds centrally. This also enables cross-subsidisation when one property is performing better than another — such as during periods of vacancy or renovation.

Consolidated owner statements now provide a clear, property-by-property breakdown using the Balances statement format, giving both you and your owners a much clearer view of performance across the portfolio.

Learn more here ➔

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!

✨ Customer Love Sprint ✨

In October, our product teams stepped back to focus on the updates that matter most to you – shaped by your feedback, questions, and wish lists. Get the full rundown of the enhancements made → Customer Love Sprint, October 2025.

✨ Credia AI ✨

Insurance import and verification
New feature 

You can upload insurance policies for suppliers, tenants, and properties and let Credia Extract classify and link them to the right record. For tenancy and lease policies, Credia checks requirements and flags mismatches for review using Verify with Credia, which speeds up compliance checks and reduces manual effort.

Compose emails in Correspondence
improvements 

Correspondence with Credia now supports composing new emails in addition to replying. You can choose which connected email account to send from and save important messages directly to the relevant record, which keeps communication organised and easy to trace.

Access any mailbox folder
improvements 

Credia can process emails from any folder, not just the Inbox. This ensures important information is captured even when messages are auto-filed or routed into custom folders.

Full email thread processing
improvements 

When emails are forwarded into Re-Leased, Credia reads the entire conversation, not just the latest message. Contact details, maintenance tasks, and other actionable information are captured with full context so nothing is missed.

Faster intake with drag and drop
improvements 

Attachments can now be added by dragging and dropping files into the email. This small change makes high-volume processing faster and more fluid.

✨ Tenancy Management ✨

VAT Groups (UK)
New feature 

VAT Groups simplifies VAT code selection across UK portfolios. Define a hierarchy once and the correct VAT code is applied automatically to invoices, which reduces manual entry, improves consistency, and supports cleaner tax reporting. This feature is available to UK customers.

Job Titles for Contacts
improvements 

Contact records now include a job title field. You can record, display, and search by job title so teams can identify the right person quickly for approvals, maintenance, and other workflows.

✨ Accounting Integrations ✨

Sage Intacct enhancements
improvements 

• Order Entry and Purchasing support: OE and PO invoices and credit notes sync automatically from Intacct to Re-Leased with correct payment allocation, tracking categories, transaction definitions, and tax settings. Keeps revenue recognition in sync without rekeying.
• Faster onboarding: Setup now loads only essential mapping fields such as contacts, tax codes, and accounts, so configuration is faster from the first step.
• Open in Intacct: Jump directly from a Re-Leased invoice to the matching record in Sage Intacct to cut cross-system searching.

QuickBooks Online Deeper Tracking
improvements 

QuickBooks Online now supports multiple tracking categories such as Classes and Locations at both transaction and line level with full two-way sync for invoices, bills, credit notes, and expenses. We have migrated historical single-category data to the new multi-category structure, unlocking multi-dimensional reporting for complex portfolios and bringing QBO in line with our Xero, Intacct, and NetSuite integrations.

Smarter Sync Error Handling
improvements 

Grouped Sync Errors: Sync errors are way less overwhelming now. Instead of seeing 50 identical "contact not found" errors, you'll see one representative error with a button saying "View 49 similar errors." Expand if you need details, collapse to stay focused on the big picture.

Navigate to Root Cause: Even better - when a payment fails because an invoice hasn't synced yet, or an invoice fails because of a missing contact, you can now click directly from the error to the source issue. No more hunting through sync results trying to find what broke first. 

✨ Trust Accounting ✨

Withhold Payments
New feature 

Property managers can now withhold payment on expense invoices that are being disputed or require further review. When an expense invoice has payment withheld, it cannot be selected during the disbursement process, preventing accidental payment while issues are being resolved.

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!

✨ BETA TESTING ✨ 

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

Expense Installments is now available in Beta

Create templates that automatically generate invoices according to predefined schedules, eliminating manual invoice creation for multi-payment expenses. The system calculates individual installment amounts, tracks coverage periods, and maintains complete audit trails.

✨ CREDIA AI ✨

Create Custom Rules

Credia’s Custom Rules let you personalise AI-generated content in Re-Leased by defining clear instructions and examples. This ensures generated text matches your preferred tone, style, and formatting across emails, maintenance descriptions, notes, and reminders.

Learn more about custom rules →

✨ IMPROVEMENTS TO EXPENSE INVOICE FLOW ✨

Consolidate Line Items in Invoices [Credia Plus]

You can now merge all invoice lines into a single summary line with an AI-generated description - this is ideal for customers who want high-level, cleaner owner statements. 

Notes Available in the Process Expense Invoice Flow

You may recall we replaced the old Bulk Expenses flow with the new Process Expense Invoices experience. A favourite from the old flow was seeing Property and Lease/Tenancy notes while processing, so to achieve feature parity we’ve built Notes into the left-hand preview. 

Now you can reference the right company, property, and lease/tenancy notes as you code, split lines, and submit - no context switching. Available to all customers (choose which note types appear in Settings).

Learn more → 

Customise Your Billing Group Forwarding Email [Credia Plus]

On request, Re-Leased Support can replace the long auto-generated billing group address with a short, recognisable email aligned to your trading name - improving supplier adoption and reducing misrouted invoices. 

Self-serve editing isn’t available yet, but you can reach out to your Account Manager or open a support ticket →

✨ ACCOUNTING ✨

Re-Leased Pay now Integrates with Xero

Re-Leased Pay now works hand-in-hand with Xero, so a Re-Leased Pay payout can be matched to the right set of invoices in a couple of clicks. You see clear payout details in Re-Leased, reconcile in Xero, and finish month-end faster with fewer errors.

Learn more about integrating Xero →

Learn more about Re-Leased Pay →

Enhanced Owner Fee Invoice Communications

We've supercharged your owner fee workflow with powerful new email capabilities. You can now send multiple fee invoices to owners simultaneously using our new bulk email feature, complete with fee schedule attachments. The enhanced interface includes visual tracking to show which invoices have been sent.

Key Benefits:

• Bulk email multiple invoices with one click
• Optional fee schedule PDF attachments
• Visual sent/unsent status tracking

Learn more →

✨ TENANCY/LEASE MANAGEMENT ✨

Rent-free Periods

You can now capture Rent-Free periods according to your tenancy/lease agreements and generate $0 invoices whilst forecasting rental income. 

Choose your calculation basis (Original Term, Right of Renewal, or Lease Break), see instant impact on the Billing Timeline with clear statuses, and generate one-off invoices that align to rent-free dates. 

Learn more →

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!

✨ BETA TESTING ✨

To enable betas you would like to try, select the help icon (?) in the top right when logged into Re-Leased and click Available Betas.

VAT Groups is now available in Beta!

beta testing 

Streamline VAT code management across your UK portfolio. VAT Groups automatically selects the correct VAT code on invoices using a configurable hierarchy. This reduces manual entry, improves consistency, and supports cleaner tax reporting. Only available to UK customers.

Be one of the first to try Rent-Free Periods

beta testing 

Easily manage negotiated rent-free periods within your leases. Set flexible calculation options, adjust billing, and see upcoming rent schedules with clear visibility. You can also create $0 invoices for rent-free periods so statements and forecasts remain accurate.

✨ CREDIA PLUS ✨

Credia Advise: Answers now include references

improvements 

Now when you chat with a lease through Credia Advise, answers include clear citations. The References dropdown includes links that take you to the relevant tenancy tab so you can verify the source.

We have also improved how Credia Advise handles conflicting information. If tenancy details differ from agreements, the answer will present both values without ranking them, so you can decide how to proceed.

✨ ACCOUNTING INTEGRATIONS ✨

NetSuite Address Sync Update

improvements 

We have improved the reliability of contact address syncing between Re-Leased and NetSuite. Addresses now update consistently whenever a contact is created or edited in either system.

Note: This applies to new or updated contacts only. To refresh existing contacts, make a manual edit in either system to trigger a sync, or contact our Support team for help with bulk updates.

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 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 →

Credia Extract Invoices: Easy email forwarding for invoice processing
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. 

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 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!