Please note: The information in this newsletter is correct at the time of publishing
Landlord income and expenditure report
This new export is available on Admin > Exports and allows users to generate an income and expenditure report for an individual landlord’s properties over a selected date range.
This report will be useful for clients who wish to provide their landlords with a report of their income and expenditure for a financial year in Microsoft Excel format. This new functionality will complement the information currently available to landlords in the landlord portal and via their monthly or annual PDF statements.
Ability to reorder rooms
Users can now easily reorder rooms in the 'Descriptions' tab of lettings and sales property records using a drag and drop system.
To move the position of a room, click and drag the icon highlighted below.
Ability to complete a viewing on the mobile site
Users can now complete viewings using the 'Mark as complete' button (shown below) on the mobile version of the SME Professional software.
For further information on our mobile site, please click here.
New rent and deposit merge fields
The following merge fields are now available for use in tenancy agreements and template documents.
Advance deposit - $deposit.advance_deposit.amount$
Total deposit minus advance deposit - $deposit.minus_advance_deposit$
Total deposit minus advance deposit plus first month's rent - $deposit.minus_advance_deposit.plus_first_months_rent$
Total deposit minus advance deposit plus first month's rent and full month's rent - $deposit.minus_advance_deposit.plus_first_months_rent_and_full_rent$
For guidance on updating system templates, please select the relevant link below:
Ability to send property brochures to matched buyers (Estate Agency)
An 'Email brochure to selected buyers' link has been added to the Matched buyers page, allowing users to send the property brochure to multiple matching buyers simultaneously.
The 'Send match email' column has been renamed 'Select for email', and can be used to select which buyers should receive the brochure or matching email. The existing 'Email selected buyers' option has also been renamed 'Email property details to selected buyers'.
The option to send property brochures to individual buyers through the Property overview page is still available.
Update to Let Alliance integration
We have updated our Let Alliance integration so that more tenant information is populated in the Let Alliance form where set in SME Professional.
Deposit received date
A new 'Deposit received date' column has been added to the Deposit balances page. This allows users to select the deposit received date to be used when registering deposits through our tenancy deposit API integrations (TDS Insured/DPS Custodial) or exports (SDS/LPS/DPS).
For further information on our current deposit integrations, please select one of the links below: