New Features and Enhancements
General
New Automated Feature - Owner Held Security Deposit is now a simple 2 step process eliminating a very complex set of manual steps to move money in the ledger to the owner security deposit GL. The new feature is designed to create an auditable set of transactions to ensure compliance and tracking on the ledger. KB Article
Bill Approval Process - proper workflow process to ensure a Bill is not entered, approved and paid by the same party. KB Article
New Mass Email By Association Feature - Streamlines the process to send tenants in the Association various statements from Rentvine. Productivity and Communication improvement.
New Vendor Name Override - This feature will allow the PM to override the vendor name on statements to all potential parties. Important feature to ensure the PM has control of what is shared with all parties.
Tenant Past Due Balance Notification - automated email to send the tenant a daily reminder of overdue outstanding required payments. KB Article
New Inspection Report - details which units have upcoming inspections and/or completed.
Added International Provinces to the Applications.
Improvements
Past Due Balance Notification
Ability to update the Legal Description when creating a new property
Added Name to the “Post Management Fees”
Added ability to “Share with Owner” when creating “Recurring Work Order”
Added the ability to edit the reference field on Settlements related to NACHA (ACH) payments
Combined Markups and Discounts on Bills share through the Owner Portals and on Owner Statements
New filters added to reports to allow faster drill through processing
Payables - isMarkup, isDiscount
Action Button additions
New Journal Entry in the Portfolio view page
Save search now allows more than 35 values
Added view portal on the Portfolio and Lease pages
Added drill through to the detail bill from the Payables report
Accounting
Owner Held Security Deposits - significant enhancement eliminates the manual steps to record the transfer to the owner.
Credit Void will now properly void the management fee when a management fee is attached
Added Portfolio column when “Posting” management fees
Added new filters to the Vendor Credit list view page
Communications
Tenant Past Due Balance Notification - automated email to send the tenant a daily reminder of overdue outstanding required payments.
Mass Letters and mass email improvement includes a new filter for Associations
Added “Info” icons on Lease page to describe actual rent amount
Maintenance
Added ability to “Share with Owner” when creating “Recurring Work Order”
Reports
Lease Charge Report - ability to drill through to the charge details
Added drill through to the detail bill from the Payables report
Added reference to the check register report
Added payee to the Aged Payables report
Added Portfolio filter to the Portfolio Balance report
Owner Portal
Added the ability to override the Vendor name on all owner statements and throughout the portal.
Bug Fixes
Fixed markup and discounts on owner statements
Fixed Pagination on the 1st page of the Property Group in the Settings
Fixed scrolling on the transaction type within the Transaction
Eliminated the ability to create a recurring charge of zero
Fixed owner contacts to only show active by default
Fixed Lease report to properly order
Fixed Work Order Project Dashboard to eliminate closed items
Fixed creation of Work Order Project Template to properly initiate
Fixed email CC email on work order estimate report
Fixed customize report recipient lookup feature
Fixed allow edit to the date on the recurring journal entry report
Fixed Rent Roll report to properly maintain the Portfolio column
