25.4.1 Release Notes
New Features
Integrate Doc Assist into Real Estate Manager for AI-Powered Documentation Support
Real Estate Manager supports AI Doc Assist.
Users can now access instant answers to documentation-related questions without leaving the application. The embedded chat component is available across all screens and leverages your existing knowledge base from support articles, release notes and user guide.
Simply click the AI Assistant button to open the panel, ask questions, and receive accurate responses with source links when available.
This enhancement improves usability, reduces support requests, and ensures quick access to relevant information.
Project Ledger Code Added in Real Estate Manager to Allow Sharing and Syncing Information with LAM
Real Estate Manager now supports assigning and syncing Project codes to assets. A new optional “Project” field has been added to the REPIW asset import template and on the Contracts page. Users can enter a project code during import, which will be passed to Lease Accounting Manager during sync. If the code is valid, Lease Accounting Manager will update the asset record; if invalid, it will return a validation error. This update improves data alignment between Real Estate Manager and Lease Accounting Manager and removes the need for manual workarounds during client on-boarding.
Additional Enhancements
The Project code is now displayed on the REPIW – Asset Detail tab.
It is also added to the Contract page for Lease Accounting Significant Contracts under the Current Asset field.
This is an optional field, available only when setting up a Lease Accounting Significant Contract in Real Estate Manager and syncing it with Lease Accounting Manager.
Users cannot update the Project code through any Day 2 changes such as Lease Variation or Update Asset.
New Standard Reports Added in Real Estate Manager
Real Estate Manager now includes seven new standard reports designed to simplify reporting and ensure consistency across Real Estate Manager instances. These reports provide users with pre-selected fields to quickly analyze key areas such as reviewing assets and contract details, vendor details, portfolio performance, payment details etc.
Users can edit these standard reports and add additional fields as needed for customization. Each report comes with a description to help users understand its purpose and how it can be used effectively.
Standard Reports and Descriptions
Lease Accounting Significant Contract Report
Provides synchronization status of contracts. Reports contracts that are rejected by real estate or accounting users, contracts not synchronized with the accounting application, enabling users to take appropriate action as needed.
Contract Renewal Option Report
Tracks renewal options for active lease contracts, including option periods, exercise windows, and likelihood of extension. Supports proactive lease management by identifying contracts requiring renewal discussions.
Leased Asset Portfolio Report
Provides a snapshot of all leased assets and contracts, including term details, current costs, asset locations, and contract status such as archived, expired, or terminated. Users can apply filters to analyze data by location, cost categories, or contract status. Supports financial and operational planning by enabling targeted review of active and historical lease records.
Owned Asset Portfolio Report
Provides a snapshot of all owned assets and contracts, including term details, current costs, asset locations, and contract status such as archived, expired, or terminated. Users can apply filters to analyze data by location, cost categories, or contract status. Supports financial and operational planning by enabling targeted review of active and historical owned assets.
Document Repository Report
Provides a centralized view of all files linked to assets and contracts. Supports filtering by file type and tracking expiry dates to assist with document audits and compliance.
Contract Clause Report
Provides a centralized view of all clauses linked to lease contracts. Enables users to review, manage, and track contractual clauses to support compliance, negotiation, and operational awareness.
Payment Review Report
Identifies invoices due within a specified period to support timely payment processing. Enables users to perform pre-payment checks to ensure accurate payments to landlords and vendors.
Other Improvements
Minor Improvement- Bug Fix with Incorrect Email Link in the Email Generated from Email Report Functionality
Fixed email hyperlink issues in automated notifications for saved custom reports and subscriptions. Links are now correctly formatted and navigate users directly to the intended Real Estate Manager environment, ensuring seamless access to reports without broken URLs or confusion.
Minor Improvement- Subscription Email Enhancements in My Settings
The Email Subscription feature in Real Estate Manager is enhanced to provide greater flexibility when sharing reports. Users can now send scheduled reports such as saved custom reports and critical dates reports to both existing Real Estate Manager users and external email addresses.
The new functionality allows adding recipients via a dropdown of existing users or manually entering external emails, with built-in validation to prevent duplicates and invalid entries.
Users can easily manage recipient lists, remove emails, and cancel actions before sending. This improvement ensures better collaboration by enabling reports to reach all relevant stakeholders, inside and outside the organization.
Minor Improvement- Add Payment Batch Date Field
An optional Payment Batch Date field is added to the payment batch submission process. This date is stored with batch metadata and included in the exported payment file sent to the AP system provided the user includes this data in the payment batch configuration.
Minor Improvement- Bug Fix with Boolean Filter Values Not Persisting in Custom Reports
Real Estate Manager has resolved an issue where column-level filters for the boolean fields Is Expired, Is Terminated, and Is Archive which are linked to the Assets data source were not persisting correctly in saved custom reports.
Previously, when users applied a filter value of "No" to these fields and saved the report, the filters would incorrectly revert to "Yes" upon refreshing or reopening the report. This caused confusion and inconsistent reporting results.
With this update, reports will now retain the correct filter values as expected, ensuring accurate and reliable filtering for asset-related data.
Minor Improvement- Bug Fix with Payment Adjustment Recording Issue for MTM Contract if Review is a Year after the Option Start
Real Estate Manager has resolved an issue where it could not record a payment adjustment after Month to Month was exercised in Real Estate Manager and synced with LAM. Users can now successfully sync payment changes for MTM leases, ensuring accurate updates and proper logging in LAM without missing details or empty sync logs.
Minor Improvement- Bug Fix with Lease Variation Re-synchronization with Same Changes after Rejection in Real Estate Manager–LAM with Segregation of Duty Enabled
Real Estate Manager has fixed an issue related to synchronization with Lease Accounting Manager with Segregation of duty enabled. Prior to Real Estate Manager 25.4.1 when the user tried to resynchronize contract with Day 2 changes with SOD enabled, the sync was getting failed. This issue has been resolved now with accurate details getting updated in Lease Accounting Manager.
Minor Improvement- Bug Fix with Final Payment Adjustment On Non-Monthly Contracts
Real Estate Manager has fixed an issue where updating the final payment to zero for annual or quarterly payment frequencies during lease variation did not sync to LAM and showed an empty sync log. The update now syncs correctly, ensuring alignment between Real Estate Manager and LAM with proper logging.