New Highlighted Features and Enhancements
NEW - Applicant Portal
This enhancement is part of our ongoing commitment to providing a seamless and efficient application process for your prospective tenants.
Rentvine User Account Requirement: To ensure a secure and personalized experience, all applicants will now sign in using a Rentvine user account. If an applicant does not have an account, registration is simple and quick.
Application Tracking: Applicants can easily track the progress of their application.
Pause and Resume Applications: We understand that applying can be a process that requires time and information gathering. Our new portal allows applicants to leave their application and return exactly where they left off, ensuring a stress-free application experience.
Post-Submission File Upload: Should an applicant need to upload additional files after submitting their application, our portal now supports secure file uploads to completed applications. This means applicants can add necessary documents without hassle, even after submission.
Application Reminders: If an applicant has an incomplete application, a reminder email will be sent to the applicant
NEW - Enhanced Vendor Portal Experience
We are excited to announce significant enhancements to our Vendor Portal, designed to improve both user and mobile experiences for your vendors. This update brings a host of new features and improvements that make managing work orders, invoices, and communications smoother and more intuitive.
Improved Work Order Management
- Real-Time Visibility: Vendors can now easily view the status of work orders at a glance, with filters for pending, open, and due-soon. This allows for better planning and prioritization.
- Scheduled Work at a Glance: The new calendar feature allows vendors to easily see their scheduled work orders. This visual overview helps in better managing time and resources, ensuring no overlaps or missed appointments.
- Rating Insights: Access to tenant ratings is now straightforward, helping vendors understand how their service is perceived and where improvements can be made.
Enhanced Invoice Processing
- Simplified Submissions: Submitting invoices has never been easier. Vendors can choose to upload their existing invoices or create new ones directly within the portal.
- Status Tracking: Vendors can now track the approval status of submitted invoices, providing clear visibility into the payment process.
Streamlined Estimates
- Efficient Tracking: Tracking estimate requests from property managers is now more efficient, enabling quicker responses and better service delivery.
Mobile-Friendly Communication
- Enhanced Chat Module: The chat feature within work orders has been upgraded for better usability on mobile devices, ensuring vendors can communicate effectively while on the move.
NEW - Notify Residents for Upcoming and New Charges
Advance Notification: You now have the option to let residents receive notifications three days before any upcoming/recurring charges are posted. This heads-up ensures that residents are aware of what to expect, helping them manage their finances better.
Notification of New Charges: You now have the option that whenever new charges are posted to an active lease (excluding recurring charges), residents will be promptly notified. This feature is useful for maintaining transparency and avoiding any surprises when it comes time to pay.
Customizable Communication: Along with a standard notification message for these new notifications, we are offering the flexibility to use a customized email template. This allows for tailored communication that can align with your branding or specific messaging requirements.
NEW - Auto Share Work Order with Owner
We have introduced a new global setting that enables work orders to be automatically shared with owners immediately after they are submitted through the resident portal.
NEW - Webhooks
Real-Time Data Integration: Webhooks are now available to facilitate the real-time transmission of data to other applications as events occur.
Easy Setup: Property Managers can easily create and configure webhooks, specifying the URL to which event data should be sent.
Event Options: Initially, two event types are available for webhook integration, with plans to expand this selection to include more events in the future.
Webhooks can be configured by navigating to Settings / Other / Webhooks
NEW - Assignee Management for Portfolios, Applications, and Leases
Enhanced Assignment Capability: We have introduced the Assignee feature, allowing you to designate users from your Rentvine account as managers for specific Portfolios, Applications, or Leases effortlessly.
Notification System: Once assigned, users will receive tailored notifications related to their specific Portfolio, Application, or Lease. There is also an option to customize personal notification settings, which enables receiving updates on these items even if not directly assigned.
Improved Filtering Options: The dashboard widgets and reports can now be filtered by assignee, making it easier to view and manage information relevant to specific managers.
General
Pages below have been restructured to enhance both user experience and mobile accessibility
Chat tab
Files tab on the:
Portfolio detail view page
Association detail view page
Lease detail view page
Work Order detail view page
Owner detail view page
Tenant detail view page
Vendor detail view page
Accounting / Money In / Payments tab
Accounting / Money In / Deposits tab
Accounting / Money Out / Bills tab
Accounting / Money Out / Recurring Bills tab
Accounting / Banking / Transfers tab
Inspections tab on the property/unit detail view page
Insurance section of the resident portal
Creating a letter process from a letter template on various objects such as portfolios, leases, work orders, etc…
Enhanced the file management feature in the vendor portal to display identical folder structures on the files tabs for both work orders and vendor contacts. This ensures that shared folders and files appear with consistent organization across these sections. Similar updates for the owner and resident portals are planned for release in the near future.
Added ability to sort by date created or file name on all files tabs
Improved the Rentvine user registration form to notify users when the email address they're attempting to register with is already in use. The form will now prompt them to log in using that email address, rather than attempting further registration
Added clickable links across numerous areas for convenient access to further details.
Added extra documentation to the API guides for inspections
Added lease field to screening/application export endpoint
Added ability to let user change their email address when modifying their profile
Dashboards
Introduced an accounting dashboard within the accounting section
Introduced the following new dashboard widgets. Giving you more options to display customizable data insights:
Work Order Estimates List
Work Order Statistics
Bill List
Payment (Money In) List
Property List
Unit List
Added ability to click on specific statistic numbers on dashboard widgets to view a detailed breakdown
Added and modified dashboard widgets loading skeletons
Added “portfolio” column as an additional option to the Lease List widget
Added “property group” as a filter and column option to the Lease List widget
Added “is approved” as a filter option to the Bill List widget
Portfolios
Introduced the ability to designate a user as the assignee for a portfolio
The assignee is who manages the portfolio
Allows for filtering of dashboard widgets and reports based on the assignee of a portfolio
Portfolio event notifications will notify the assignee of the portfolio
Now, upon deactivating a portfolio, you can choose a closure date for the portfolio and include this in your reports.
Added ability to filter the portfolio list view page by portfolio tags
Properties
Introduced a new units list view page to easily see a list of all units
Added functionality that allows the entry of negative dollar amounts when creating or editing a budget
Added ability to filter the property list view page by property tags
Introduced functionality to switch a property's type from commercial to another type, and vice versa.
Introduced a "Cost" field for appliances, enabling you to track the expense associated with each appliance.
Screening and Applications
Introduced the ability to designate a user as the assignee for an application
The assignee is who manages the application
Allows for filtering of dashboard widgets and reports based on the assignee of an application
Application event notifications will notify the assignee of the application
Added the ability to add watchers to an application. Watchers will receive the same notifications that the assignee of the application receives
Leases
Introduced the ability to designate a user as the assignee for a lease
The assignee is who manages the lease
Allows for filtering of dashboard widgets and reports based on the assignee of a lease
Lease event notifications will notify the assignee of the lease
Added ability to filter the lease list view page by lease tags
Added the ability to add watchers to a lease. Watchers will receive the same notifications that the assignee of the lease receives
Rentsign
If a signer declines a rentsign document and added comments when declining, those comments now appear on the email notification
Accounting
Introduced a "Signatory Field" for bank accounts, providing an option to specify the name of the person authorized to sign checks. This new field is applicable for Remote Checks and can also be utilized when printing checks from Rentvine.
Added the ability to add tenant charges to an existing bill. This is useful if you want to associate lease charges to a bill after its been created.
Added an additional column to the Positive Pay report named “Issue”. This column identifies if the payment was issued (I) or voided (V). The positive pay report can be found in the banking section
On the Pay Owners page, a warning message now appears if the amount entered for distribution to the owners exceeds the recommended distributable amount
On the Pay Bills page, added a “property group” filter to easily search for bills associated to a property group that you want to pay
Added vendor phone number and address to the rentvine generated PDF of the vendor created invoice that was submitted through the vendor portal
Communications
Introduced a feature enabling you to tailor your notification preferences based on your assignments to specific objects (Portfolios, Applications, Leases, and Work Orders). These preferences can be adjusted in the personal notifications section of the settings area.
Introduced a new type of notification for when a lease is assigned to a user
Modified email configuration to improve email deliverability
Added functionality to save a draft of an email if you accidentally click out of the email box when composing an email
Added lease tags and property tags as filter options to the generation of mass letters process. Allows you to filter the list of recipients based on those tags
Maintenance
Introduced a global setting that allows for automatic sharing of work orders with owners as soon as the work order is submitted via the resident portal.
Added option to share work order estimate files with owner when sending the estimate to owner for approval
Introduced functionality to enlarge the description field of a work order while editing the description.
Added “Date Created” field to work order detail view to show date and time that work order was created.
Added phone number of vendor on the work order detail view page
Added ability to filter the work order list view page by work order tags
Added two additional column options to the work order list view page
Amount Billed
Amount Paid
Contact
Added additional international
Expanded ability to enter international addresses for contacts
Reports
Added ” Increase Eligibility Date” as a filter and column option to the Rent Roll report.
Introduced "Is Empty" and "Is Not Empty" as new filter options for date comparisons in reports.
When selecting the option to email a report, the To field will now populate the email addresses of your current contacts. This makes it easier to find the email of your owners, vendors, HOAs, etc…
Now, when you choose to email a report, the 'To' field will automatically fill with the email addresses from your current contacts list when you start typing, simplifying the process of locating the emails of your owners, vendors, property managers and HOA’s.
Introduced an "Accrual" filter option for running the following reports:
Balance Sheet
Cash Flow
Income Statement Annual
General Ledger report now sorts in date order, from oldest to newest.
Added “Property Type” and “Maintenance Category” as a filter, column and grouping option to the Vendor Payment report
Added “Other Payment Type” as a filter and column option to the Vendor Payment report
Added “Work Order Project Number” and ”Work Order Project Name” as a filter and column option to the Work Order report
Added “Property Type” filter to the Unit Management Fee report
Added “is Payment Returned” as a filter and column option to the Check Register report
Resident Portal
Restructured insurance section of the resident portal to enhance both user experience and mobile accessibility
Introduced a feature that allows the removal of the "priority" option from the Create Service Request form. This ensures tenants cannot select a priority level when making a service request. The option can be adjusted via settings/portals/resident settings.
Added ability that allows the resident to print out their ledger on the resident portal
Vendor Portal
Removed “Estimated Cost” of a work order from vendor portal
Fixes
Fixed and issue when completing a move in was creating tenants
Fixed “On or Before Today” filter on reports to not show date input field
Fixed showing the payer of an other payment on the ledger
Fixed application report to not show applications that do not have applicants associated to them
Fixed issue where entire contents of work order estimate description was not visible on the owner portal
Fixed image preview zoomed in too far to view full image
Fixed how the yes/no options of an animal appear on a lease
Fixed lease start and end dates on property detail view to show MM/DD/YYYY instead of just MM/YYYY
Fixed autocomplete errors when editing some areas in property detail view
Fixed a format on the zumper feed
Fixed a border UI issue on files list
Fixed broken link issue of a bill payout charge return transaction type
Fixed tax form selection box on add owner modal
Fixed / Enhanced unit report in admin module
Fixed pagination issues
Fixed not being able to add or delete rooms when creating an inspection
Fixed security deposit release credit PDF
Fixed a navigation issue for mobile devices
Fixed application edit for multi field sections of an application
Fixed application error when trying to view an applicant
Fixed multiple alerts when switching tabs in property view
Fixed issue with select saved reports not loading
Fixed issue where select file formats would not upload
Fixed issue with maintenance notes for units that are parts of a multi unit property
Fixed issue where select fields in property detail page were not editable
Fixed property feature save
Fixed issue where alert was not showing when entering a lease payment
Fixed file preview issue
Fixed issue where contact name not showing in messages list view
Fixed issue where select dashboard widgets were not returning data
Fixed bill payout charge return link
Fixed saved reports styling issue
Fixed current balance on owner portal view
Fixed work order card view overflow
Fixed issue saving lease letter templates
Fixed issue printing vendor credit
Fixed issue where distribution account not updating on owner portal
Fixed issue of not being able to email inactive vendors when using the mass email feature
Fixed broken link for “Complete Tax Setting”
Fixed NSF fee validation on move in process
Extended MFA code expiration time
Fixed work order status issue when setting it to Hold
Fixed search issue in recurring ledger transfers list view page
Fixed rent increase percent hotfield on templates
Fixed 1099 batch publishing time issue
Fixed voided tag not showing on bill listview if bill charge was voided
Fixed mapping error on owner statement message
Fixed issue allowing 0 to be entered as a sales tax percentage
Fixed auto scroll issue on Record Tenant Payment page
Fixed owner statement issue with post date / time zone
Fixed application link on marketing page not overriding the default app link
Fixed Association contact page asking for MFA when changing payment information
Fixed issue with having to click twice to save or next
Fixed issue with date filter on vendor report
Fixed issue where it was allowing an empty amount when setting up auto pay on the resident portal
Fixed issue where the management fee information was incorrect on the property view page
Fixed drag and drop issue with thumbnails
Fixed an array issue with printing checks on a payment batch
Fixed printing text messages issue
Fixed contact list issue when composing email messages from applications
Fixed work order global settings input form
Fixed issue where you could not delete a vendor invoice if it was not associated to a work order
Fixed issue where “days open” column was not populating data
Fixed occupancy status filter issue on the unit report
Fixed issue where open maps was not working for some addresses
Fixed issue where work order view page was showing the property address instead of the unit address
Fixed issue where vendor discount was not populating on bill create page
Fixed issue when saving vendor payment information having to modify it twice
Fixed maintenance limit showing on work orders
Fixed issue on check register report when grouping by other payment
Fixed issue where totals were not populating on lease tenant report
Fixed issue where voided transactions were not being excluded from Positive Pay report with filter set
Fixed date change issue on bank transfers
Fixed page freeze issue when changing lease status
Fixed issue posting management fees “no units selected”
Fixed move out tenant issue
Fixed portfolio page dropdown issue
Fixed issue where application URL was null on showing provider feeds
Fixed issue where canceling a move out was giving an error
FIxed custom field filter issue on vacancy report
Fixed issue where ID verification preview images were not showing
Fixed issue where primary application status filter on Application List widget was not working
Fixed page height on tablet view
Fixed error when adding property to groups
Fixed issue with downloading multiple property photos
Fixed reminder notification going to old email address of user
Fixed issue with vendor payment report not running when grouping by property
Fixed issue where overriding the default bank account was not being overridden when creating a second bill after selecting “Save and Add Another”
Fixed issue with Work order Estimate balance not correct on Portfolio Balance Report
Fixed last increase date value on rent roll report
Fixed not being able to change name when editing user profile
Fixed issue where lease renewal date was not showing without having to refresh the page
Fixed issue where application report would not run with certain filters
Fixed issue with warning message of remote check was not showing on payment batch page
Fixed issue uploading files to work order
Fixed issue where move out notice notification was not being delivered
Fixed issue when viewing an image it would open up twice
Fixed issue not being able to edit the description or reference of a payment
