August

New and Improved Features

Automated Invoices

• Property Managers can now review AI-captured invoices before a Trust Accountant finalises payment, using the Approve, Reject, Hold and Query actions.
• Property Managers are now notified when an invoice is Queried or Rejected.
• Invoice approval status is now visible to both Trust Accountants and Property Managers.
• Invoices are now matched to the correct Property with greater accuracy.

Accounts Payable

• Payment runs can now be generated using Property/Ledger filter.
• Property Managers can now prepare a payment run and assign it to a Trust Accountant for approval.
• Reason required when rejecting a payment run.
• Payment In Progress lock now prevents duplicate payments.
• Payment runs can now be saved and completed later without losing selections.
• Macquarie Bank DEFT Tenant Tax Invoices updated.
• Agency PayID option added to the Manage Bank Accounts screen.
• PayID details added to Tenant Tax Invoices.
• Added payment file support for New Zealand banks ASB and ANZ.

Leases

• New Quick Rent Reviews function allows rent reviews to be processed in bulk across multiple Leases.

Bug Fixes

• Invoice dates are now assigned to the correct financial year period.
• Quarterly due dates for council rates instalments fixed.
• Tax invoice emails are now sent when Quick Rent Reviews are approved.
• Quick Rent Reviews now validates the Due Date against the Invoice Date.
• Close Associated Diary Items list now sorts by due date.
• Owner Portal reports and drill-down pages now load without errors.
• Adjusted Pending Receipts now link to the correct Property.