New Features and Enhancements
NEW - Rebuilt Global Search
Global Search Capabilities: A new search function lets you look up nearly any item across the software, streamlining your ability to find information quickly.
Search Filters: Introduced a chip-based filtering system to narrow down global search results, making it easier to locate specific items.
View Inactive Objects: An inactive toggle option allows you to view objects that are not currently active in the system, giving you more comprehensive search results.
Fuzzy Search: Improved search functionality that accommodates misspellings and finds similar items, enhancing search accuracy and user experience.
Highlight: Enhances the search experience by bolding specific search terms in the results. For example, if you search for "123," the term "123" will be bolded at the start of addresses, making it easier to identify why these relevant results were selected.
X-Ray: Expands search capabilities beyond main items, allowing you to search for non-primary elements such as property codes, license plate numbers, and emergency contacts.
These enhancements are designed to make navigating and managing information more efficient and user-friendly.
NEW - Enhanced Resident Portal Experience
Mobile-Friendly Design: The tenant portal is now fully optimized for mobile devices, allowing tenants to manage their account on-the-go with ease.
Updated Interface: All pages have been refreshed with a new look and feel, ensuring a more streamlined and visually appealing experience.
Simplified Payment Workflow: Paying your rent is now easier than ever with an improved payment process and the ability to set up recurring payments with just a few clicks.
Cleaner Summary Page: View all information in one convenient location with a revamped summary page that organizes tenants details for quick access.
Improved Service Request Screen: Submitting and tracking service requests has never been simpler with a more user-friendly service request screen.
NEW - Property Assignee
We have introduced the Property Assignee feature, allowing you to designate users from your Rentvine account as managers for specific properties. This new feature replaces the Property Manager field.
Customized Notifications: Property assignees will receive targeted notifications related to their assigned properties, ensuring they stay informed and responsive to relevant updates.
Future Enhancements: This feature sets the stage for even more exciting improvements and capabilities to enhance your property management experience.
General
Export Documentation Added: Updated API documentation for leases, properties, units, and applications.
Enhanced User Role Permissions for Contacts
Included additional permission types to provide better granularity within contacts.
Owner: Update all details, including name, email, phone number, etc.
Tenant: Update all details, including name, email, phone number, etc.
Vendor: Update all details, including name, email, phone number, etc.
Manage Tax Info
Manage Payment Info
Mass Unshare Files: Added the ability to mass unshare files with owners or tenants, similar to the existing mass share option.
Tags: Users can add as many tags as desired to any object in the system, such as portfolios, properties, units, leases, work orders, owners, tenants, and vendors.
File Management Improvements: Enhancements to dragging and dropping files within all file tabs in Rentvine.
Owner Statements
Statement Batch Filters: Added the ability to filter by the "Portfolio Assignee" and "Property Assignee" when generating statement batches. This enhancement allows for more specific and organized batch statement generation based on assignees.
Screening and Applications
Automatic Assignment: Introduced the option to automatically assign new or submitted applications to the designated property assignee. This setting can be configured in the screening settings.
Application Template Preview: Added a banner when previewing an application template to inform users that applications cannot be submitted from the preview page.
Leases
Future Dated Charges: Added a "Future Dated Charges" section to the Record Tenant Receipt screen. This feature will automatically allocate receipts to charges that are due or to prepayments unless the receipt is specifically allocated to future dated charges.
Rentsign
Hotfields Enhancement: Added "Property Name" as a usable hotfield in Rentsign documents.
Accounting
New Column for Payment Details: Added a “payment type” column in the payments section of the bill detail view page. This column displays the payment type, such as "Other," "Check," "NACHA," or "eCheck," providing clearer information about the payment method used.
Terminology Update for Money In Payments: The term "Payments" has been renamed to "Receipts" throughout the system. This change applies to tenant receipts, owner receipts, and other receipts.
Remote Checks: Added a "Sent" tag next to remote checks that have already been sent, visible when selecting the send remote checks option from a payment batch.
Automatic Invoice Association: Introduced a feature where an associated invoice is automatically added to the bill details section when uploaded by the vendor or during the invoice upload process.
Journal Entry Totals: Added totals for debits and credits at the bottom of the page when adding a journal entry, making it easier to track financial entries.
Bill Date & Due Date Edit: Added the ability to change the "Bill Date" and "Due Date" of a bill even after the bill has been paid.
Contacts
Tax Adjustments Timeline: All tax adjustments added or edited at the vendor or owner contact level will now be displayed in the contact's timeline. This provides a clear history of any changes made to tax adjustment information, ensuring better record-keeping and transparency.
Communications
New Notification Types: Introduced two new notification types in personal notification settings:
Property Assigned to User: Notify users when a property is assigned to them.
Application Assigned to User: Notify users when an application is assigned to them.
Sales Tax Amount: Added the sales tax amount to the upcoming recurring charges notification sent to tenants. This provides clearer information about the total amount due.
Maintenance
Automatic Assignment: Introduced the option to automatically assign work orders submitted by tenants to the designated lease assignee. This setting can be found in the work order settings
Projects Enhancements:
Completion Percentage: Added a completion percentage within a project, showing the percentage of work orders that are completed within the project.
Filter by Property Groups: Added a filter within the project tab to filter by "Property Groups," allowing for more organized project management.
Dashboards
Added “Property Assignee” filter and column option to the following widgets:
Unit Statistics
Property List
Bill List
Unit List
Added “Lease Assignee” filter option to the following widgets:
Lease List
Lease Balance Statistics
Added “Application Assignee” filter and column option to the following widget:
Application List
Added “Work Order Assignee” filter option to the following widget:
Work Order Estimate List
Added “Date Due” field to the following widgets
Work Order Group (Column, Sort By, & Filters)
Work Order Group (Filter)
Work Order by Month (Filter)
Work Order Statistics (Filter)
Reports
Introduced a new feature to display pending leases in the Rent Roll report by activating the pending leases filter on the report
Included the total number of work orders for each group when the Work Order report is grouped by category
Added “Portfolio Assignee” field to reports:
Aged Payables
Income Statement Portfolio Comparison
Other Receipts
Owner Receipts
Payables
Portfolio Balances
Portfolios
Added “Property Assignee” field to reports:
General Ledger
Balance Sheet Details Property Comparison
Balance Sheet Unit Comparison
Cash Flow (per property)
Cash Flow Annual (per property)
Cash Flow Property Comparison
Income Statement (per property)
Income Statement Annual (per property)
Income Statement Detail (per property)
Income Statement Property Comparison
Appliances
Aged Payables
Aged Receivables
Lease Charges
Lease Credits
Lease Payments
Lease Recurring Charges
Lease Recurring Credits
Leases
Lease Tenants
Listings
Multiple Vendor Payments
Owner Unit
Payables
Rent Roll
Unit Management Fees
Units
Vacancy
Vendor Payments
Added “Lease Assignee” field to reports:
Lease Charges
Lease Credits
Lease Receipts
Lease Recurring Charges
Lease Recurring Credits
Lease Tenants
Rent Roll
Lease Balances
Added “Application Assignee” field to reports:
Applicants
Applications
Added “Override System Allowed Payment Amount” as a filter, column, & grouping option to the leases report.
Descriptions added for reports by hovering over the “i” icon:
Aged Payables
Aged Receivables
Balance Sheet
Balance Sheet Portfolio Comparison
Balance Sheet Property Comparison
Balance Sheet Unit Comparison
Bank Balance Breakdown
Bank Ledger
Budget
Cash Flow
Cash Flow (Per Property)
Cash Flow Annual
Cash Flow Annual (Per Property)
Cash Flow Detail
Cash Flow Property Comparison
Chart of Accounts
Check Register
Deposit Register
Deposits
Expense Distribution
General Ledger
Income Statement
Income Statement (Per Property)
Income Statement Annual
Income Statement Annual (Per Property)
Income Statement Detail
Income Statement Detail (Per Property)
Income Statement Portfolio Comparison
Income statement Property Comparison
Ledger
Ledger Summary
Oregon Bank Report
Other Receipts
Owner Receipts
Payables
Recurring Bills
Recurring Bills Detail
Recurring Journal Entries
Recurring Ledger Transfers
Sales Tax
Settlements
Trial Balance
Vendor Portal
Resolution Photo Attachments: Made resolution photo attachments smaller for better display and performance on the vendor portal.
