September

New & Improved Features

Accounts Payable

• Quick Payments now organised by the status of each payment run.
• Added Dashboard link for Trust Accountants to review pending payment approvals.
• Submitted invoices can now be viewed in Quick Payments.
• Rejected Quick Payments can now be reopened, amended and resubmitted for approval.
• Comprehensive audit timeline of Quick Payments from submission to payment.
• Quick Payments now supports multi-owner partitioned Properties and Lease Sub-Ledgers.
• Properties without a Management Agent and/or Management Fee account code are now displayed before being included in Quick Payments.
• Quick Payments now has tooltips, withholding notes and supports dark mode.

Quick Rent Reviews

• Quick Rent Reviews added to Dashboard Forms.
• Rent Reviews now close automatically upon approval.

Emailing

• Added new merge fields: Earliest Option Date and Latest Option Date.
• Added the ability to generate Lease Option letters in bulk using the Tenant Diary method.

Reporting

• Custom Property Reports variance commentary limit increased to 255 characters.
• Lease API now supports filtering by Vacant Status.

Automated Invoices

• Supplier Reconciliation now distinguishes between posted invoices and those awaiting approval.
• Invoice processing performance improvements.

Bug Fixes

• Fixed the Reverse function in Accounts Payable Transfer Journals.
• Quick Payments now releases future-dated receipts on their receipt date.
• Automated receipts now display the correct assigned Property.
• Receipts Listing Report now includes inactive Properties and the Sales Trust Account.
• Sales Trust Account Statement now presents receipts in chronological order by receipt date.
• Interest on Arrears is now calculated accurately, and charge reviews open as expected.
• Retail Sales function now accepts tax percentages with decimal places.
• Fixed an issue that caused Lease dates not to save in the Lease Summary screen.
• Fixed the %percentIncrease% merge field in Send Email & Letters.
• Quick Rent Reviews now displays each rent review once.
• Tenant Rent Review emails now send with the correct letter and tax invoice.
• Fixed the %diaryDescription% merge field.
• Diary Items open now displays the correct number in the Send Email & Letters screen.
• Fixed the email preview screen.
• Fixed incorrect calculations on the Agency Fee Report.
• Tenant Activity Report now generates correctly.
• Fixed an issue with special characters impacting some Long Owner Reports.

• Promotion Levy account codes now appear in the Operating Cash Receipts Summary.

• Closing Cash Balance in Custom Property Long Reports now incorporates non-operating payments.

• Total Expenses row of the Operational Property Budget now aligns with its corresponding column.

• Property Summary Key Log fields now accommodate entries longer than 10 characters.

• Utility Upload now records EnergyTec credits as credit notes.