Most of the features and bug fixes below are now currently on our live servers.  With the exception of the Landlord Statements.  This will be live later on in September but can currently be accessed via our GP Server (gp.expertagent.co.uk)

Enhancements September 2017 

Landlord

Landlord Portal

The Landlord Portal has been revamped to be in line with the Tenant Portal.  Please see Landlord Portal Configuration article.  

Landlord Portal Overview 

The Landlord Portal Overview is a new grid to help you keep tabs on your Landlord Portal.  Please see Landlord Portal Overview article.  

Landlord Statements

We have added the ability to filter a Landlord's Statements by Property.  This will be live later on in September but can be accessed now via the GP Server (gp.expertagent.co.uk) 

Bug Fixes September 2017

Applicant Selection

Bug Fix: Apostrophes in Quick Search

Apostrophes are now taken into account when using the quick search options via the dashboards

Diary

Bug Fix: Creating Appointment Report with Default Report Template

When running a report from the Appointment Grid, there were some anomalies showing incorrect applicants when no applicant was attached. This no longer happens and shows correctly.

E-Mail

Bug Fix: Statement Body when Emailing as Attachment

You are now prompted to enter content into the body of the email if you try to send the statement as an attachment with blank email content.

Financials

Bug Fix: Alert when Closing Tab from Payments to Make

If you updated the payment reference from the Payments to Make screen, saved and then tried to close the tab, you would be presented with an alert stating that there were "Unsaved Changed", this no longer happens and the tab will close successfully.

Bug Fix: Allocating Funds against Landlord-only Invoices

Via the receive payment screen, you can now re-allocate the funds without causing a problem to the landlord statement.

Bug Fix: Button Label when using Manual Reconciliation

The button for Manual Reconciliation wasn’t displaying correctly with the text as “Delete Note”, although it still worked when pressed, the text has been corrected.

Bug Fix: Contractor Statements from Payments to Make

When printing out contractor statements from payments to make, it would sometimes show as blank. This has been rectified and all content is shown to be printed.

Bug Fix: Editing Recurring Invoices

Once a recurring invoice has been set up, the fields now become read-only - meaning that you cannot change who the recurring invoice is charged to once it has been added.

Bug Fix: Error when expanding invoices via Review Sales Invoices

When expanding an invoice via the Review Sales Invoices screen, it would throw an error. This has been resolved and expands as it should.

Bug Fix: Guaranteed Rent - Spelling Error

We were alerted to the fact that Guaranteed Rent was in spelled incorrectly on Landlord Statements. This has been corrected.

Bug Fix: Imported Statements - Displaying Full Date and Time

When searching for a tenant during the Imported Statement (Reconciliation) process, the time was irrelevant so will now show only the full date.

Bug Fix: Rent Arrears - Emailing to multi-selected records

When deselecting records and using manual selection, there were a select few occasions when it would not register the selection. This has been rectified to use the correct selection of records every time.

Bug Fix: Retained Amounts Showing Incorrectly

Where the retained amount was showing as £-0.00, this will now show the correct amount.

Bug Fix: Retaining Funds - Passing the Deposit to the Landlord

If you had a deposit to be passed to landlord and you were retaining funds on that landlord, the funds were being held from the deposit when they should have been held from the rent. This is now correctly worked out.

Bug Fix: Review Sales Invoices - Error when sorting by Nominal

You no longer receive an error when sorting on nominal and it will now successfully sort on this column.

Bug Fix: Review Sales Invoices - Export to CSV

When exporting to CSV there is now a column to include the Tenancy.

Bug Fix: Selecting Landlord Payments on iPad

When selecting Landlords to pay, using an iPad, no longer moves you to the top of the page every time you tick one.

Enhancement: IBAN and Swift codes to appear on Payments to Make

New columns have been added to the Payments to Make screen to allow for Swift and IBAN codes to show.

General

Bug Fix: FixFlo - Check Alternative Contact Number

The FixFlo integration will now check the Alternative Contact Number for matching records when importing.

Bug Fix: Solicitor Retained when Saving with Multiple Tabs Open

If you had the property record open and added a solicitor via the offer, saving the property record would then overwrite this and state you had removed the solicitor. This now retains the solicitor and logs the correct event.

Landlords

Bug Fix: Saving Landlord Record after logging event - Logs event for removal of accountant

If you saved the Landlord Record immediately after saving a new event, it would log a false event saying that the Accountant had been removed (which it had not). This no longer happens.

Letters / Templates

Bug Fix: Event Template Trigger when marking a Tenancy as Let

When using an Event Template Trigger for marking a tenancy as Let, it will now merge through all information successfully.

Properties

Bug Fix: New Room Order Formatting

When changing the room order and clicking save. The formatting is now correct so that the prompt can be read.

Bug Fix: Price Prefix Inconsistencies

The price change options from the right-click menu will now reflect those from the 'Add Property' wizard.