New Features - August 19th, 2010 by Berni

Please see below our pick of features and enhancements released this month. Many more options are available, although some may not be applicable to your portfolio or may not be compatible with your current settings. A full listing is available in the features section. This month's selected features and enhancements are as follows:-

  • Redesigned batch lists
  • Additional arrears chasing report
  • Extra columns on transaction grids
  • Alternative demand summary available
  • General system improvements

Redesigned batch lists
Transaction batch lists have been redesigned to include more information, making it easier for you to ensure transactions have been posted correctly. The batch list will now also be archived as standard, allowing easy retrieval at any stage.

Additional arrears chasing report
An additional report is now available which provides a summary per client to show how quickly charges have been paid by the tenants. This report is broken down into rent, service charge etc and is itemised by property, helping you to get a good overview of how efficiently tenants pay. This can be used instead of or alongside the existing arrears chasing reports, allowing you maximum flexibility.

Extra columns on transaction grids
Additional columns are now available on transaction grids on the client, property and tenant records, allowing you to see which transactions have been processed through certain reports.

The new columns are:-

  • Been on statement (shows if a transaction has appeared on a client statement)
  • SC accounted for (shows if a transaction has appeared on a service charge year end)
  • Year end (shows which year end the transaction was included in)
  • Has been reversed (shows if a transaction has been reversed)
  • Is a reversal (shows if the transaction is a user reversal or a system auto reversal)

These join existing columns which show whether a transaction has been processed through a BACS or cheque run, been on a vat report etc. To add these columns onto a grid go to Grid Options: Field Chooser and drag the column heading to the required place. You can then filter, group and sort the transaction listings as required and print or export a report if necessary.

Alternative demand summary
An alternative demand summary is now available as a replacement to the current printed demand summary. This new summary itemises what has been demanded from each tenant showing the description, period, nett, vat and total for each charge demanded.

This is useful when checking demands in the practice system as it allows you to see what will print on each demand without having to view each one individually, and when you print your demands in the real system the demand summary will be archived as usual, allowing you to refer back to it at a later stage if necessary.

General system improvements

  • Changes have been made to speed up the printing of demands.
  • The report which is printed after a BACS export has been processed has been updated to allow you to fill in details of who did the export, who authorised it and who checked it.
  • Additional fields are available when entering clients' bank details to cater for overseas clients more comprehensively.
  • Extra information will now print on the audit trails.

All of the features 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.