- Help Center
- Monthly Release Notes
-
Getting Started
-
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
-
Lease Accounting
-
Transaction Management
-
Broker Deals CRM
-
Monthly Release Notes
January 2024: Product Release Notes
Transaction Management Module
- Email Notifications for Deal Stage and Deal Priority change - in user settings, set your email preferences to receive email notifications when the stage and/or priority of a deal has changed.
Lease Accounting Module
- Export Lease List from Accounting - Export the list of leases from the Accounting Lease list page that includes the status of the lease measurement, asset type, standard, and classification.