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- Help Center
- Monthly Release Notes
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
February 2025: Product Release Notes
Lease Administration Module
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Clause Summary Column: Clauses now have a Summary component used to store brief summaries of lengthy copy/paste clauses.
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Configure Vendor Custom Data in Payables: You can now see Vendor custom fields in the configure option in the payables report.
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Description in Task Templates: You can now add a rich text description to tasks within task templates.
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Equipment Leases Scheduled Export: You now have the option to separate your leases between real estate and equipment for scheduled exports.
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Attach PDF Invoice to Payables: You can now upload a PDF invoice to a payable and see that attachment in the payables index.
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Quick Search Bar In Payables and Clauses: You will now see a quick search bar in Payables and Clauses that allows you to search by keyword.