Product Updates:

We've made a number of additional changes this month focusing on making it easier for agents to use the web site, plus a number of general usability improvements which have been requested by users.

New - Statements

You can now produce a statement listing the detailed transactions during a date period. This is perfect for:

• Reconciling transactions against a bank statement

• Producing statements for clients if you are acting as a management agent

• Exporting transactional information into Excel

Statements can be accessed from the Finances page.

New - Recording management fees along with income records

When recording income, you can now record a management fee along with it. This helps agents record management fees for rent collected on behalf of their clients and also helps landlords easily record management fees deducted by an agent from their rental income. To support this new feature, you can now record the managing agent and their fee basis against portfolios or property units.

New - Recording recurring expenditure records

You can now set up recurring expenditure and have the system record them for you automatically on a set schedule. This makes it much easier to manage the administration of regular expenditure items such as interest payments, council tax, etc.

New - Additional Improvements

A number of other improvements which have been requested by users have been implemented with this update:

• An income transaction now has a reporting date as well as an actual date. The reporting date can be used to affect where the income transaction appears on tenancy balances and statements.

• The list of tenancies on the home page has been extended to show the balance for each tenancy, plus the total arrears for all tenancies that are in arrears.

• You can now record contact numbers for tenancies.