25.1.1 Release Notes
New Feature
Subscription Management – Email Digest
Real Estate Manager introduces a new feature that allows users to schedule and manage recurring jobs for the Critical Dates Digest. This is the only supported job type for this release, providing a flexible approach to receiving automated critical date notifications.
Subscription Interface
Accessible from My Settings, where the previous “Subscribe/Unsubscribe” toggle for Critical Dates has been replaced with a subscription management interface.
Users can view a list of current subscriptions, add new ones, edit existing ones (e.g., change schedule, enable/disable, or set email preferences), and delete those no longer needed.
Scheduling and Notifications
Frequency: Set how often the digest runs by choosing “every X Day” or “every X month,” and specify a “Next Due” date and time.
Immediate Runs: If the chosen date/time is in the past, the job runs immediately, then moves to the next interval.
Send Email: Check the “Send Email” box to receive the digest at your email address. The email cannot be sent to any additional recipients at this time.
Enabling Subscriptions: Click “Enabled” to trigger the Critical Dates Digest report. You can then find the generated report under My Jobs.
Editing, Deleting and Adding Subscriptions
Add New Subscription: Create a new recurring job for the Critical Dates Digest.
Edit/Delete Existing: Adjust scheduling, enable/disable, or remove any existing subscription.
Critical Dates Only: Currently, the users can subscribe only for the Critical Dates Digest job type.
Bulk Download and Upload of custom field for Assets
Real Estate Manager now offers a convenient way to bulk download and bulk upload custom fields for Assets. 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 file. This helps users understand why the upload failed for certain custom fields and takes appropriate action. (Below is a sample of the file post uploading.)
Other Improvements
One-Off and Monthly Invoice Reports
The Real Estate Manager has resolved an issue that caused Excel files to become corrupt or improperly formatted when users saved both One-Off and Monthly Invoice Reports. Now, when users save these standard reports with their existing templates and generate Excel files, the output remains properly formatted, uncorrupted, and fully functional. However, if new fields are added to the report or the order of existing fields is altered for these standard reports, users must update the associated templates. Note to users: If you have created a custom report and attached a template to that saved custom report, you must also update and re-upload the template whenever you add or reorder fields. This ensures the template remains aligned with your custom report configuration.
Updated Logo and Branding
Real Estate Manager has refreshed its logo on the login page and throughout the application to align with its parent company, Insightsoftware. This change ensures a consistent and unified brand identity across all user touchpoints.
Vendor Report Generation – Support for Blank Payee Codes and Missing Currencies
Real Estate Manager now correctly manages scenarios where vendors have blank Payee Codes or missing currency assignments when generating the Vendor Report. Previously, if any vendor had a currency assigned but no Payee Code, the report would fail. With this update, the report displays a blank Payee Code for such vendors, allowing successful generation and review of vendor details. In addition, if a vendor lacks both currency and Payee Code (but holds a vendor role), the system will also display these fields as blank without causing any errors.
Synchronization Improvement – Contract starting in non-first day of the month.
Real Estate Manager now ensures the correct handling of leases that starts on any day other than the first of the month when syncing with the Lease Accounting Manager. Users can set up, synchronize, and perform lease variations on these leases, with all data accurately transferred and recorded. Synchronization logs provide detailed insights into each update, while invoices are generated correctly in Real Estate Manager to ensure proper payments to vendors.