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10-25-2023 Release Notes

10-25-2023 Release Notes

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New Highlighted Features and Enhancements

  • NEW - Rebuilt Work Order Estimates Process

    • Easily send estimates requests to multiple vendor at the same time

    • Vendor are notified that an estimate request has been sent

    • Vendors have the option to submit their estimates via the vendor portal

    • Property Managers now have the option to directly approve estimates or seek approval from the owners. If the owner’s approval is necessary, a notification will be sent to them, allowing the owner to either approve or reject the estimate through their owner portal.


  • NEW - Introducing the Power of AI in Rentvine

    • We are thrilled to introduce a feature that changes the way you create listing descriptions in Rentvine. Say hello to our brand new AI-powered listing description generator, designed to make your property listings stand out.


  • NEW - Property Allocation of a Bill

    • With this new feature, you can effortlessly divide a substantial bill amount into several line items, allocating them to different properties based on Portfolio(s) or Property Group(s). You have the flexibility to select how you'd like to allocate: Even Split, By Unit Count, By Occupied Unit Count, or By Square Footage. This feature is accessible when creating a bill.


  • NEW - Copies of Completed Rentsign Documents

    • Now, you have the flexibility to designate recipients who will receive an email containing the finalized Rentsign document. This feature enables you to share the completed and signed documents with individuals who are not directly involved as parties in the agreement. You can manage who gets these copies in the builder section of the Rentsign document.


  • NEW - Customizable Font Sizes in Rentsign Documents

    • Unveiling a fresh feature that grants you enhanced customization in your Rentsign Documents! When utilizing the builder, you now have the capability to determine the font size of Text Blocks, Fillable Text Boxes, and Hot Fields within the document. This added flexibility allows you to select and apply your desired text size for optimum visibility and presentation on the document.


  • NEW - Process for Verifying Landlord Information on an Application

    • Easily send an email to previous or current landlords requesting them to complete a form that confirms an applicant's past rental history. 

    • The landlord has the option to click on a link, directing them to a form where they can respond to a few questions pertaining to the details the applicant provided in their application.

    • Once the landlord submits the form, a notification is sent to the property manager so they can review

General

  • Pages below have been restructured for an improved mobile viewing experience. Additionally, they have been added to the 'Recently Viewed' menu, ensuring they appear if accessed recently.

    • Deposit Detail View

    • Bill Detail View

    • Recurring Bill Detail View

    • Vendor Credit Detail View

    • Tenant Payment Detail View (Money In)

    • Other Payment Detail View (Money In)

    • Owner Payment Detail View (Money In)

    • Payment Detail View (Money Out)

    • Payment Batch Detail View

    • Vendor Invoice Detail View

    • Rentsign Document Detail View

  • Added a “Licensing Information” field to the branding section.

    • A new feature has been added that allows you to enter your business licensing information in the branding section. This facilitates the display of your business license information on owner statements and other sections where branding details are showcased.

  • Added ability to support additional email address types

  • Updated currency format on recently viewed menu

  • NEW - Introducing the Power of AI in Rentvine

  • We are thrilled to introduce a feature that changes the way you create listing descriptions in Rentvine. Say hello to our brand new AI-powered listing description generator, designed to make your property listings stand out.

Properties

  • Added tags to assignees of a reminder on the property page.  This way you can distinguish if they are a user, tenant, owner or vendor.

  • Changed order of past leases to show the latest one first

Screening and Applications

  • NEW - Process for Verifying Landlord Information on an Application

    • Easily send an email to previous or current landlords requesting them to complete a form that confirms an applicant's past rental history. 

    • The landlord has the option to click on a link, directing them to a form where they can respond to a few questions pertaining to the details the applicant provided in their application.

    • Once the landlord submits the form, a notification is sent to the property manager so they can review

Rentsign

  • Order of tenants on Rentsign now matches the same order that the tenants are listed on the lease view details page. The Primary tenant is the first tenant listed on the Rentsign document

  • The sequence of tenants on Rentsign now aligns with the order in which tenants are displayed on the lease view details page. The Primary tenant on a lease is the first tenant on the Rentsign document.

  • NEW - Copies of Completed Rentsign Documents

    • Now, you have the flexibility to designate recipients who will receive an email containing the finalized Rentsign document. This feature enables you to share the completed and signed documents with individuals who are not directly involved as parties in the agreement. You can manage who gets these copies in the builder section of the Rentsign document.

  • NEW - Customizable Font Sizes in Rentsign Documents

    • Unveiling a fresh feature that grants you enhanced customization in your Rentsign Documents! When utilizing the builder, you now have the capability to determine the font size of Text Blocks, Fillable Text Boxes, and Hot Fields within the document. This added flexibility allows you to select and apply your desired text size for optimum visibility and presentation on the document.


Accounting

  • Added a hyperlink on the property/unit on the Pay Bills page.  This allows quick access to the property or unit related to the bill should you need more information on property/unit or the lease associated with the unit.

  • Added new filters to the “Post Bulk Management Fees” process

    • The new filters can be found when you are posting by Unit or Property. They allow you to refine your list further by choosing one or multiple from the following new filters.

      • Portfolio

      • Property Group

      • Occupancy

  • Added an “Exclude Payee” filter to the Pay Bills page

  • Changed effective date of the Test NACHA file to “today+1”

  • NEW - Property Allocation of a Bill

  • With this new feature, you can effortlessly divide a substantial bill amount into several line items, allocating them to different properties based on Portfolio(s) or Property Group(s). You have the flexibility to select how you'd like to allocate: Even Split, By Unit Count, By Occupied Unit Count, or By Square Footage. This feature is accessible when creating a bill.

Communications

  • Added ability to see the attached files on a mass email message that was sent out. (Mass email details view page)

Maintenance

  • Added portfolio as a column option to the work order list view page

  • NEW - Rebuilt Work Order Estimates Process

    • Easily send estimates requests to multiple vendor at the same time

    • Vendor are notified that an estimate request has been sent

    • Vendors have the option to submit their estimates via the vendor portal

    • Property Managers now have the option to directly approve estimates or seek approval from the owners. If the owner’s approval is necessary, a notification will be sent to them, allowing the owner to either approve or reject the estimate through their owner portal.

Reports

  • Work Order Report - removed declined invoices from invoice count

  • Rent Roll Report - added occupancy percentage as an additional insight

  • Added 3 new accounting reports

    • Balance Sheet Portfolio Comparison

    • Balance Sheet Property Comparison

    • Balance Sheet Unit Comparison

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