September 2024: Product Release Notes

Import Critical Dates - you can import a batch of critical dates into a single lease or across the portfolio by downloading our .csv template, populating, and uploading. You can access this feature in Settings>Imports.
Custom Fields on Payables - you can now assign custom fields to payables, enabling you to tailor these fields to specific expense types that align with your ERP or accounts payables system.
Easier Contact Editing - you can now edit a contact’s information from the Contacts tab in lease administration, rather than editing on the lease profile page.

Reopen Closed Periods - you can now reopen a closed period, which effectively removes all journal entries for that period as well as any subsequent periods. This allows you to make necessary modifications to lease schedules, update journal entries associated with the relevant leases, and subsequently close the accounting periods and lock the journal entries for those periods.
Trial Balance Enhancements - Reporting enhancements now allow users to specify both a start and end date for the reporting period, and this selected date range will be included in the exported report. Additionally, we have introduced account types for general ledger accounts related to the Balance Sheet and Income Statement.

Rich Text Formatting - throughout the application, you can now apply rich text formatting such as hyperlinks, bold, italics, bulleted lists, and numbered lists. Rich text formatting is available in deal updates, deal buildings, lease comments and replies, and asset descriptions.
- Rich text formatting in tasks are coming soon!