Features Released During August - September 14th, 2007 by Berni

Please see below our pick of the latest features available. Many more features are available, although some features may not be applicable to your portfolio or may not be compatible with your current settings. Please see the features section for a full features listing. This month's selected new features are:-

  • Backup history
  • Supplier payment method
  • Ledgers
  • Credit notes or minus demands selective by tenant
  • Navigating backwards

Backup history
This feature will allow you to see information about where and when backups have been made. As we feel this option will be useful to all users it will be included in the system as a global option.

Supplier payment method
You will now be able to select the preferred payment method for each supplier. This information will follow through to the transaction screens (client and/or service charge expenditure) and when selecting a supplier to pay the system will default to their preferred payment method. (If BACS or Auto cheque is the default, the transaction will automatically go into the BACS/Cheque run.)

This option combines existing listings of income and expenditure found throughout the system into one easy ledger screen allowing you see transactions and balances to any given date more easily. This facility is available at cashbook, client, property and tenant level and is a valuable tool for providing additional information to clients, service charge accountants, tenants, auditors etc.

This feature is quick and easy to use; simply enter a date span for the system to display a balance brought forward, all transactions within the date span and a running balance.

Credit notes or minus demands selective by tenant
You can now select per tenant whether a credit note or a minus demand should print if a credit is due to a tenant. We can setup this option to default to credit notes or demands, to minimise the input required from you.

Navigating backwards
Whilst viewing or editing records you will now be able to navigate 'up the tree' (i.e. when viewing a tenant you can go back to the property that tenant belongs to, then back to the client and even back to the cashbook the client is linked to if needed). This option was originally suggested by users and as we feel it is useful to all users, it will be included in the system as a global option.

All of the options listed above are available free of charge to all users currently subscribing to Software Support (subject to compatibility with your current settings). If you would like to discuss any of the options or request an option to be included on your next update, please speak to Support.