This release introduces a series of enhancements designed to improve usability and reporting flexibility across Rex Cirrus8.

See details of each enhancement below.

Configurable Default Description for Unallocated Cash Receipts

Unallocated Cash receipt transactions created from Credit/Sundry Receipts can now have a configurable default description instead of the description "Amount in Credit". 

With this enhancement, organisations can now define a default description for Unallocated Cash via System Configuration, allowing greater flexibility and alignment with internal accounting terminology and reporting standards.

If a new default description is configured, it will automatically populate when creating Unallocated Cash receipts. Users can still manually override the description where required. If no default description is set, the system will continue to use the existing wording of "Amount in Credit".

How to Configure a Default Description for Unallocated Cash Receipts

1. As a Trust Accountant user, and navigate to Configuration > System Configuration
2. Select the Parameter Type UCACCOUNT
3. Click Add New Parameter
4. Enter a new Parameter Code of UCACCTDESC
5. In the Parameter Description field, enter your desired default description for Unallocated Cash receipts. 
6. Click Submit
   

Once configured, when “Add Credit / Sundry Receipts” is selected on the Receipts page, the newly defined default description will automatically populate for unallocated cash transactions. 

Property Manager Name Added to Owner Report Emails 

Owner report email body templates can now include the assigned Property Manager's name using the %PropertyManagerName% placeholder. The name is populated based on the Property Manager assigned to the property configured under Property Summary and Manage Property. 

Admin users can update the Owner Report email template to include this placeholder by following the below steps: 

1. Go to admin.cirrus8.com.au and login
2. Click on Email Configurations to the right
3. Click on Owner Report 
4. Click on the current default template as indicated in green to edit the existing template, or create a new Owner Report Email template by clicking on Add Template
5. Enter the %PropertyManagerName% placeholder as required into the body of the email and/or subject line template. 
6. Click Save

Property Notes Excel Report

A new Property Notes excel report has been added under Management Reports > Excel Reports.

This report mirrors the structure and functionality of the existing Lease Notes excel report but retrieves Property Notes recorded against Property Summary and Manage Property. This report is available for both Trust Accountant and Property Manager users.

How to Access

1. Navigate to Management Reports > Excel Report.
2. Select the relevant Properties and Reporting Period
3. Under Advanced Options, select Property Notes
4. Click Generate Report
5. Scroll up and click on the .xlsx hyperlink to download the Property Notes excel report. 

Property Group Select Filter for Additional Reports

Property Groups can now be used as a filter when generating selected Management Reports, allowing users to run reports for one or multiple groups for improved portfolio analysis and consistency.

This enhancement is available to Property Manager and Trust Accountant users on the following Management Reports:

• Diary Report
• Insurance Report
• Excel Report
• Bond and Bank Guarantee Report

When generating one of the supported reports:

1. Navigate to the relevant report page under Management Reports.
2. Use the Property Group multi select field.
3. Select one or multiple Property Groups.
4. Select your preferred report Advanced Options
5. Generate the report in your preferred format, such as PDF, Excel or Print to Screen where available.

The report results will then only include properties associated with the selected Property Group or Groups.

If no Property Group is selected, the report will continue to display results in line with existing functionality.

Example of the enhanced Insurance Report:

How to Configure Property Groups

1. As a Trust Accountant User, navigate to Configuration > System Configuration
2. Select Parameter Type PROPGROUP
3. Click Add New Parameter
4. Enter your preferred Parameter Code using 10 characters
5. Enter your preferred Parameter Description
6. Click Submit 

How to assign a Property Group to a Property

1. Navigate to Properties > Property Summary
2. Select a Property from the drop down list
3. On the Overview Tab, scroll down to the Reporting section and click on the edit pencil 
4. Select the relevant Property Group from the drop-down list.
5. Click the green tick icon to save