25.3.1 Release Notes
New Features
Custom Report Subscriptions
Real Estate Manager users can now set up automatic email delivery for the saved custom reports. Instead of manually running reports each time, the user can simply subscribe once and receive them on a regular schedule straight to the inbox.
How It Works
-
Save Your Custom Report
Go to the Reporting page and create a custom report. Make sure it’s saved (not just a built-in or canned report).
-
Create a Subscription
Navigate to My Settings (link available on the reports page).
Choose Add Subscription and select Custom Report as the type.
Pick the saved report you want to receive.
Set your preferred schedule and date format.
-
Receive Reports Automatically
Once set up, your report will be emailed to you whenever it runs and there is no need to log in or click anything.
Email Example
Here’s what your email might look like:
Subject: Real Estate Manager: 'Monthly invoice costs' Custom report [subscription]
Body:
Hello,
Your subscribed report 'Monthly invoice costs' is attached.
Thanks,
Real Estate Manager
Report Submitted: 31/12/2025 12:34:56
Company: Acme | Job ID: 123 | Subscription ID: 456
Manage your subscriptions
Important Notes
You can only subscribe to saved custom reports (those with a “delete” option next to them).
If a report is deleted or made private by another user, your subscription will be disabled automatically.
You’ll see a message if a report you’re subscribed to becomes unavailable.
Editing a saved report updates future subscription jobs with the new settings.
You can change which report a subscription runs, but not the subscription type once it’s created.
Why It Matters
Save time with automated delivery.
Stay informed with up-to-date reports.
Customize your preferences for format and frequency.
Manage everything easily from one place.
Two level Payment Batch Approval
Real Estate Manager’s payment workflow now supports second-level approval for payment batches, designed to strengthen financial controls and reduce risk for high-value transactions.
Finance admins can now configure a second reviewer for payment batches that exceed a set threshold. This ensures that large payments are reviewed by two separate users before approval.
How It Works
-
Enable the Feature
Go to Administration → System Configuration Editor → Payment Settings and toggle Second-Level Approval ON.
Set your Threshold Amount (e.g., $10,000).
-
Approval Workflow
If the batch is below the threshold, only one approval is needed.
-
If the batch is equal to or above the threshold:
The first reviewer approves the batch and adds notes.
The system shows a message: “This payment requires a second approver.”
The batch status changes to Pending Second Approval.
The second reviewer (must be a different user) reviews and approves or rejects with optional notes.
Important Notes
The preparer, first reviewer, and second reviewer must be different users.
No user can approve their own submission.
Only users with the Second-Level Approver role can approve high-value batches.
All actions are logged for audit purposes.
Why It Matters
This feature helps prevent unauthorized or accidental approval of large payments by enforcing segregation of duties and adding an extra layer of oversight.
Bulk Import of One-off Invoices - Receivables
The bulk upload feature in Real Estate Manager has been enhanced to support both payable and receivable one-off invoices. Users can now efficiently generate multiple invoices using a downloadable Excel template, reducing manual entry and improving operational efficiency.
Key Enhancements
A new column isReceivable has been added to the bulk upload template.
Users can specify whether each invoice is payable or receivable.
The system automatically validates invoice types and contracts based on the selected direction.
How It Works
-
Select the Bulk Upload Type
Navigate to Administration > Bulk One-time Invoices Upload and select the Bulk Upload Type as 'One-Time Payable Invoices' or 'One-Time Receivable Invoices'.
-
Download the Template
Click Download Invoice Template to download the latest template.
-
Enter Invoice Data
Fill in required fields including:
Invoice Number
Vendor
Currency
Cost Description
Base Amount
Tax Multiplier
Tax Amount
Total Amount
isReceivable (set to true for receivable invoices)
-
Upload the File
Save the completed file and upload it via the same page. The system will process the file and display results in the Upload History grid.
-
Review Upload Status
View success or failure messages and download the result file to correct any errors.
Validation and Filtering
Invoice types and contracts are filtered based on the isReceivable flag.
Receivable invoices must use invoice types and contracts marked as receivable.
Payable invoices must use types and contracts not marked as receivable.
Audit Logging
All uploads and updates are logged with timestamps, user details, and action history, accessible via the Audit Logs grid.
Best Practices
Always use the latest template.
Refer to master data tabs for valid values.
Double-check tax and total calculations.
Use the result file to fix and re-upload failed rows.
Other Improvements
Minor Improvement - Bug Fix with Contract Sync Wizard
Real Estate Manager now allows the users to re-initiate the lease readiness review if a contract sync is rejected. Previously, contracts with renewal options marked as "Not Reasonably Certain" showed an error and blocked users from updating the option state. This fix allows users to confirm or edit the option state again, removing the error and ensuring smooth contract progression.
Minor Improvement- Bug Fix with Custom Clause Management – Dropdowns, Persistence, and Validation
The Add Custom Clause functionality in Real Estate Manager has been improved to provide an enhanced user experience within the contract management workflow.
Dropdowns now show all predefined, ad-hoc, and custom categories and clauses, excluding irrelevant entries.
Duplicate entries and special characters trigger validation errors.
Newly added categories and clauses appear instantly in dropdowns.
These updates ensure a cleaner interface and better clause management.
Minor Improvement- Bug Fix with Lease Records from Real Estate Manager QA Environment Appearing in Production Environment
The Real Estate Manager and Lease Accounting Module environments were previously syncing incorrectly due to manual URL configuration, causing data to appear in the wrong environment. This issue has been resolved by removing manual URL entries and setting up a fixed, automatic connection between the two systems. Now, each environment syncs only within its own setup, with no manual intervention required, ensuring data remains isolated and accurate.