IMPROVEMENTS AND UPDATES
Diary – Display Calendar Day
- Calendar day added to Diary
E-Mails – Warning on Blank Subject
- On sending an E-Mail, a validation error is displayed if the Subject is blank.
Journal Transfer – Error on Same Account Selection
- When confirming the journal transfer, an error is thrown if the user has selected the same account twice.
In-Tray – Improve Colour Contrast on Work Items
- Contrast between the three states is now more pronounced.
- Light – Unread
- Medium – Read
- Dark – Completed
Journal Transfer > Company Posting
- It is now possible to select a Company account when making a journal transfer.
- When adding an entry, tick Company Account Entry.
- Once Company Account Entry is confirmed, next screen allows you to specify amount and select account.
E-Mails – CC Second Email Address
- Tick box added to e-mail modal which will send an e-mail to the landlord’s second email address when ticked.
Reminders > Snooze
- An action has been added to reminders and diary appointment reminders that allows you to snooze them.
- When set, the reminder will appear in your in tray after the selected time has elapsed.
Invoice Multiple Landlords
- Invoice Multiple Landlords is also now available via the Accounting tab.
- Previously this was only available via a Branch action.
Property > Owners > 50/50 Owners
- An additional quick link has been added to the Owners grid on a Property when there are two owners. The additional quick link takes you to the Landlord’s profile.
- Previously only the first Landlord would have a quick link.
Maintenance Job > Next Action Date/Note
- On creation of a maintenance job, you are now able to add a Next Action Date and Note.
- Previously you would add this after the job had been created.
Accounting > Make a Payment Grid
- Updated column names for Authorised and Unauthorised balance with “Main” to make it obvious that this is the Main account balance.
Rent Chase > Email the Tenancy Action
- Email the Tenancy action added to a tenant which makes it available via Rent Chase.
Accounting > Pay People in Credit
- “Last Paid” column added to the Main grid on Pay People in Credit.
Reports > Flat/Room Number Added
- Flat/Room Number field has been added to:
- Utility Meter Readings
- Active Tenants List
Accounting > Pay People in Credit
- A payment file is generated and downloaded when making a payment via Pay People in Credit.
- Logging In
- On logging into the system, it will default to the Office tab.
- Previously it would load into the widgets tab.
Closing Tabs
- On closing a tab, the focus is now shifted to the most recently opened tab. If no other tab is open, the in tray will display.
- Previously it would switch focus to the first tab you opened.
Send Email
- When sending an email, the person’s email address is now displayed in the To/CC/BCC field, along with the person’s name.
Rent Schedule > Rent Periods
- Dates are now displayed in the Rent Periods grid if the start or end date of the tenancy is used.
- Previously the fields would appear blank.
Property > Room Order
- Room order is now maintained on any uploaders and marketing material.
Quick Search > TDS File Upload
- TDS File Upload was unresponsive when selecting via Quick Search. TDS File Upload modal now opens on selecting.
Reports > Sales Activity Report & Diary Appointment Report
- Report now handles special characters in column names
Uploaders > CityLets XML
- “Apartment” property type now appears in the CityLets XML.
Accounting > Pay People in Credit
- Zero kilobyte files are no longer downloaded when making a payment through Pay People in Credit for Online and Cheque payments.
Lettings Tab > Report Counters
- Fixed Report counters:
- Ended Not Closed
- Started Not Signed
- Starting 14 Days Not Signed
- Additional fixed made to pie chart for Ended Tenancies also.
Outstanding Rent
- Safety net has been added to prevent a user from carrying out a manual rent transfer for a sum greater than that in the Outstanding Rent account.
- When carrying out a Manual Rent Transfer, the user is advised if their transfer will put the Outstanding Rent account into a negative.
- The error will also state the maximum amount the user is able to transfer.
- This is turned on by default, but can be disabled by a member of the Support team.
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