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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 2024: Product Release Notes
Lease Accounting Module
- Time-Based Account Configurations - Change the GL accounts and segments for any lease at any point in time in the lease term. How do I change the GL accounts or segments configured to a lease?
- Direct Email Export for Journal Entries - Users can now export their journal entries directly to an email address within the application. The optimizations made to the export process, reduces the time it takes to generate journal entry exports.
Task Management
- Task Order - Your task list now filters automatically to your incomplete tasks.