25.1 Release Notes

Download Guide

New Features

Subscribing to Email Digest for Critical Date Notification – Additional Date Types

In the previous release, Real Estate Manager has introduced a new feature for subscribing to email digests related to critical date notifications.

In the current release the email to the subscriber will have all the critical date types. When the user subscribes to the email, the user will receive an initial email followed by aa weekly email for all the critical date types which are overdue or will be overdue in the next 3 months.

When the user subscribes to the email the user can also check the next due date of the email digest.

Bulk Download and Upload of Custom Fields for Invoices

Real Estate Manager now offers a convenient way to bulk download and bulk upload custom fields for invoices. Users can download and upload the following custom field types in bulk: 

• Text 

• Number 

• Date 

• Yes / No

• Lookup

• Decimal

Downloading Custom Fields:

• Navigate to Administration > Bulk Custom Fields Download.

• Filter the selection by choosing specific invoice types, custom fields, and invoice date range.

• Click on Download. The report will be available under My Jobs.

Reviewing and Editing Custom Fields:

• Review the custom fields in the downloaded template.

• Edit, update, or delete the existing values of custom fields as needed.

• Save the file.

Uploading Custom Fields:

• Upload the edited file via Administration > Bulk Custom Fields Upload.

• Check the status of the upload under My Jobs.

Post-Upload Review:

• Download the file from My Jobs to review all custom fields in the updated file.

• If there were errors in updating the custom fields, the reasons for the errors will be available in the Results field. This helps users understand why the upload failed for certain custom fields so appropriate action may be taken. Below is a sample of the file post uploading.

Bulk Participant Updates – Landlord

We have resolved an issue were updating the Landlord using Bulk Participant Updates and synchronizing with Lease Accounting Manager did not accurately update the Vendor and Funder. With this change, the Funder/Landlord will be updated in Lease Accounting Manager. However, users still need to manually update to the correct Vendor on the Participant tile within Deal Summary of Lease Accounting Manager.

1. User performs the Bulk Participant Update:

2. User updates in Lease Accounting Manager after synchronization:

3. User selects the updated Vendor in Deal Summary

Adding Vendor Field for Recurring Invoices

Real Estate Manager has introduced a new feature where users can now specify a Vendor for each recurring invoice template, allowing for more precise payment processing.

Key Features:

• Vendor Field Addition:

  • A new Vendor field has been added to the recurring invoice template.

  • The default value of this field is set to the current Landlord of the contract.

• Vendor Customization:

  • Users can update the Vendor field to reflect different Vendors for various payments (e.g., CAMS, insurance, electricity provider, and Landlord).

  • This allows users to create specific invoice templates for each Vendor and save them in the system.

• Multiple Vendor Payments:

  • Users can now manage payments to multiple Vendors for a single contract by creating separate invoice templates for each Vendor.

  • The system will save each invoice template with the corresponding Vendor value, ensuring accurate payment processing.

Note: Note: Please remember after updating the Landlord via Bulk Participant Update, the user will need to perform a lease variation and update the recurring reviews with the updated Vendor.