What's new?
NEW FEATURES
- Company Report – There is a new global report which pulls details of all block Companies and their Directors
- New Section in My Work – My Properties – this shows details from Blocks – Every logged Property Manager can now see their own blocks, invoices and works orders in one place
- Supplier Extract – A new report accessible via More Actions on the list of Suppliers which extracts all Suppliers
- Each Freeholder now has a new tab for bank details
- Freeholder payments are now included in BACS extracts
- Download Statements from each Block for individual Freeholders – Accessible under Freeholder/More Actions
- Supplier Insurance expiry date field – this can be entered for each Supplier. Adding a date creates recurring tasks. Completing the task creates another new task in 12 months time and updates the date
- The ‘Send all Invoices’ automatically downloads all Invoices according to preferences in one Pdf. This also applies for automatically generated invoices. The download notification is then sent to the user who created it manually or to the Property Manager
- New option for Arrears step – This can now automatically generate invoice fees for the same category as those arrears being chased. The Invoice can also be sent with the arrears letter
- Breach of Lease feature – in Arrears or Ownership Details sections you now have the option to mark ‘In breach of lease’. The User is then highlighted in red, cannot be sent any messages, is not included in any mail merges and the entire arrears process sits in a new tab ‘In Breach of Lease’
UPDATES
- Category specific – Leaseholder invoices with allocated credit is now locked
- Freeholder payments can be accessed from the Transactions page
- Tasks Extract Report – Notes extracted for each task are now in chronological order, the Column width is fixed, and the text is wrapped
- New Tab on the list of Suppliers – Inactive Suppliers
