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New Features

Rentman is constantly updated to include new features to keep our clients ahead of their competitors and up to date with new legislation. Below is a list of our most recent enhancements.

4.04.672
New
Preferred Delivery method on landlord screen indicates whether the landlord prefers invoices and statements emailed or printed and sent by mail.

4.04.671
New
Property Manager on building screen (admin tab). Indicates the member of staff who looks after a building.

New
Branch on Portals screen. In a multibranch setup this enables you to setup an upload (with a separate id) for each portal.

4.04.663
New
“Rent Outstanding as at” report under Management/Prints & Reports menu. Shows rent outstanding as at a specified date.

4.04.656
New
Rent Overdue on the ToDo list now shows 2 dates : InArrears and LastReceived. InArrears shows the date when there was last zero rent outstanding. LastReceived shows when any rent was last received.

New
Right Click on record in Rent Overdue list to print a rent history for the deal.

New
Rent History and Receive Rent buttons on Deal screen (Rent tab)

New
Rent History and Receive Rent options on Actions button of deal screen.

4.04.654
New
Ability to change the name of the inspection items. See inspections tab of Company Preferences/Defaults.

New
Fifth item on inspection reports.

4.04.652
New
SMS Sender field on company preferences screen. 11 character name that will appear as the originator of the message on the recipient’s cell phone.

4.04.650
New
Import bank transactions now supports new Lloyds import format.

New
TDS import requires new member id and branch id numbers. These are in addition to the membership number; you will have to contact TDS to find out what your numbers are.

4.04.649
New Audit trail for properties, deals, tenants, applicants, appointments, tasks, landlords, invoices and buildings. Switch on and off using new Settings screen under System/Audit Trail menu option.

4.04.644
New
12 Week inspection period

New Change in SMS interface. No longer uses email to send the SMS. Requires your Reach-Data username password be updated on company preferences screen.

New If you select to send SMS reminders on rent overdue Rentman will now prompt to send reminders to the guarantors on a deal as well.

4.04.631
New Drag and drop email enquiries from Zoopla, Primelocation and DPG into rentman to create an applicant.

4.04.630
New
Drag and drop multiple selections (emails from outlook or files from windows explorer) into Rentman.

4.04.629
New
Drag and drop an enquiry email from rightmove to create a new applicant with the specified info already populated.

New Trial Balance deposits detail will show deposits by bank account. Drill down on that to see deal by deal balances.

4.04.627
New
Email signature appended to emails.

4.04.625
New
Now possible to create a deal without a property. This is so you can take fees before the applicant has decided upon a property.

4.04.620
New
If emailing a letting statement any attachments included bills will be added to the email

New When printing expiry letters the print will now prompt for printer and tray etc if preview was also chosen. If preview is off all letters will print direct to the default printer without a prompt.

New All letters, invoices and statements with an address should now line up with standard windowed envelopes.

New Shop and Office property types were being uploaded to rightmove as unknown. Both now recognised and uploaded as types 137 and 19 respectively.

4.04.616
New
Ability to rename multiple tasks. In new task by type treeview right click and select “change all these task names”

4.04.615
New
Select tasks to be printed from Management/Prints & Reports menu.

New Treeview Items to show tasks and journals by type.

4.04.613
New Management type “DirectToLandlord” on admin tab of building screen. If you choose this rentman will automatically post a Rent Received and paid direct to landlord for each rent due.

4.04.601
New Tenant letters for company let will now be addressed to the company name and contact.

4.04.600
New Client account ledger as disbursements. This new version of the client account ledger shows the transactions in the client account including reallocations of money within the account that don’t cause a real bank transaction. The ‘as disbursements’ report will likely be of most use as a forensic tool for accountants.

4.04.598
New Option to show an audit trail on client account ledger printout; requires that Audit has been set on. Deleted and amended transactions will be included in the report – printed with “strikethrough”.

4.04.597
New If the original bill was paid from the office account Rentman will now transfer the entire ‘reinvoiced’ amount in the Bank Transfers(invoices) screen and not just the markup as required when the bill is paid from the client account.

4.04.592
New New charts available; Invoices by branch, Invoices by month and branch, Cashbook by branch.

New When printed or copied to the clipboard (so it can be pasted into an email for instance) a chart will now have a white background.

4.04.591
New Rentman running on a Terminal Server will now wait 2 mins before shutting down if the user’s connection is dropped. This gives the user a chance to reestablish the connection and resume their session but still prevents orphaned rentman’s consuming resources and licences.

New Chart button on print preview screen will now add branch info to the data. So you can now print from the accounts summary screen, for instance, and see the data as a chart grouped by branch.

4.04.589
New Deposits to be returned in ToDo list.

New Change to wording in Lettings Statement when deposit is lodged with DPS.

4.04.584
New My Active Applicants and My Archived Applicants added to export and bulk email options.

4.04.581
New Journal entries can be marked for follow-up. Either rightclick on the journal tab of applicants, landlords, properties and deals or change the new status dropdown box on the journal screen. Items marked as follow-up have a green flag in journal tabs.

New Todo list item shows journals marked for followup. Right click on journal entries in grid to clear follow-up status

New Option on preferences tab of user options screen enables all applicants/property matches to be marked for follow-up automatically.

New On journal screen click on property, applicant, landlord, tenant or contractor name to open in new window.

4.04.579
New Lettings statement to show balance deducted from deposit if option chosen on company preferences.

4.04.577
New Options to record if an applicant has pets, is a smoker, is employed full-time and occupation on the personal tab of the applicant’s screen. This data is not used when matching properties it is simply to record the information.

New For buildings with multiple properties printing the history of a building will now group transactions by property in a similar manner to the management statement.

4.04.576
New “Actions” button on deal screen has new option to copy tenants to a new deal. Use this when you wish to renew a tenancy with different tenants – create a new deal then add or delete tenants (and guarantors and occupants) using the treeview on the respective tabs.

4.04.574
New Users, Contacts, Local Authority and Sources screens can be added to toolbar favourites buttons.

4.04.573

New Option on documents screen to print header on first page only.

4.04.568

New Diary will show more details on first and second lines of appointments less than 45 mins in duration (i.e. appointments with less than 3 lines).

4.04.565

New Option to pick the order in which rentman allocates money received on the deal screen. Company Preferences screen defaults/deals tab.

4.04.564

New Option on building admin tab to pay guaranteed income in advance or in arrears.

4.04.559

New Option to prevent users being able to switch screens while in edit mode. This can help prevent lock up where one user on the network is stuck waiting for another user to save or cancel their edits.

4.04.555

New Font option when right click document text. Use this to change font color.

4.04.544

New The message on the management statement will be remembered for each building from one statement to the next.

4.04.535

New Link a tenant to a specific guarantor.

4.04.533

New Certificates node under properties in main desktop treeview. Will show all properties’ certificate expiry dates (or no expiry date if there is no certificate) by certificate type.

New Journal entry posted when a deal is terminated (so you can see who terminated a deal and when).

4.04.527

New        Inspections Module. Setup periodic inspection reminders and send  letter/email/SMS to the tenant asking them to confirm an appointment time on the due date. Link appointment in the diary to the inspection. Make notes of the inspection and be reminded to send inspection report.

New        PDF, DOC and other file formats can be used as floorplans.

New        New TDS clauses for AST agreements.

New        Attach files to references (e.g. a scanned or faxed image).

New        Option in Action button of deal screen to show all deals for this property.

New        Guarantors and Occupants tabs on deal screen will have * if the deal has guarantors or permitted occupants.

New        Journal tab on property and buildings screens will have * if there are overdue tasks.

New        Overdue tasks will also appear on building summary tab and a new task icon at top of property screen.

New        LandRegistry checked check box.

4.04.520

New        New Appointment option on Actions button of applicant screen. Opens appointment screen with current applicant already selected.

New        New Appointment option on Actions button of property screen. Opens appointment screen with current property already selected.

4.04.518

New        Email management statement without having to print preview.

4.04.517

New        Warranty and preferred contractor module. When adding a new task a list of warrentied items appear and if one is chosen the specified contractor is set. Typically used for appliances where a warranty exists and the repair work must be done by a specific vendor (entered into Rentman as a contractor). Also use this feature where a landlord has a maintenance agreement or has specified a preference for a particular contractor to carry out repair work (e.g. boiler, gardening, plumbing).

4.04.515

New        Button to record applying for a HMO licence. Admin tab of building screen.

New        New word processing component for better formatting of built in documents. This will produce smaller PDF files and print quicker (and possibly better quality) on a printer.

New        Support for 64bit MS Outlook.

New        Support for 64bit MS Word. Mailmerging to any version of MSWord no longer requires an ODBC driver.

New        Termination letters sent to council tax, electricity, gas and water when a tenancy is terminated.

4.04.509

New        New diary component. Includes week view and workweek options.

4.04.508

New        Permitted Occupants. New tab on deal screen for additional occupants of a property; put children, live-in-nannies etc here; also the employee (and family) of a company let. These names will appear in section 4.4.3 of the standard agreements.

4.04.507

New        Payshort option when paying bills to contractors.

New        When rentman is running as a remoteapp PDF files will be opened inside rentman.

New        Zoopla upload format. Change your Zoopla portal to use this new Zoopla format.

4.04.505

New        Rentman will search MSExchange public folders looking for journaled emails.

4.04.501

New        Rent Received report under Accounts menu. Shows all rent received in a given period including rent in advance posted from deal screen.

New        Ability to attach a file (Jpg, PDF etc) to a bill transaction.  Use this to include a scanned or emailed copy of a bill with the transaction.

New        Option on building (admin tab) to include attached files with management statement (this will not include reinvoiced bills).

4.04.500

New        Account Summary reports now show totals.

New        Diary shows if keys are booked out for the property. Appointment screen shows key number associated with a property and a warning if the keys are booked out.

4.04.494

New        Option to have different commission types (fixed fee or percentage) for first second and third year of a tenancy.

4.04.493

New        Multiple landlord names. The landlord screen now supports up to 3 names for a landlord.

4.04.474
New The ‘Find’ button on the navigation toolbar on each screen has gone. Its functionality had aleady been replaced by the locate button (binoculars) and the search box on the main text box.

New Fortnightly and Fourweekly management statement periods.

4.04.472
New  Invoice items now show vat rate individually. This makes it possible to have zero rated items on the invoice.

New  Credit Card surcharge on deal sheet.


4.04.470
New  Support for Rightmove’s new student service in rightmove upload.

4.04.469
New Tenant contact details included on jobsheet sms message to contractor.

New Property postcode included on jobsheet sms message to contractor
.

New Selecting Employer’s reference will prepopulate the send references screen with the tenant’s employer details.

4.04.465
New Washing Machine, Dishwasher and Burglar alarm checkboxes on property screen

New “Included in rent” checkboxes; Internet, TV Licence, TV Subscription, Gas, Electricity, Water.

4.04.464
New Applicant and Deal negotiator fields can now only be changed by that negotiator or someone with ‘admin’ rights.

New Reports (and the PDF) with available properties now have a hyperlink to the property details on a website.

New Referee’s telephone number on outstanding references grid.

New My Properties and My Current Tenancies added to main treeview.

4.04.461
New Insert Mailmerge Field button in document editor. Inserts mailmerge code into document template for selected item.

4.04.458
New Integration with metropix (www.metropix.com) for producing floorplans.

New Redesigned photo tab on property screen. The buttons have gone to make way for larger thumbnails. Right click the mouse to add and remove photos. Click the photo for a larger view.

4.04.457
New When printing a Section 21 notice Rentman will prompt to terminate a deal if the tenancy has become periodic. This will ensure that a correct possession date will appear on the notice.

4.04.452
New JobSheet now shows property’s postcode.

4.04.451
New Option to exclude “Under Offer” status from available properties list.

New Drag & Drop applicant email from findaproperty onto applicant form to add details to Rentman.

4.04.448
New New Agreements and Section 21 notices.

4.04.445
New Rentman draws graphs for Irish BER certificates.

4.04.438
New Rentman now allows a negative management commission (i.e. refund) if rent is returned to tenant.

4.04.437
New Split Commission details on commission tab of property screen. Enter text that indicates how commission may be split with another agent. This will also be uploaded to portals using rentman’s generic XML (e.g. LonRes.com). This is an indicator only and does not affect how commission is calculated.

New Ability to indicate on a deal screen (notes tab) if and how commission is being split. Options are ….

· Full : indicates that the commission is not shared

· Split – Primary Agent : indicates that you are the primary agent sharing the commission with another agent who found the applicant

· Split – Sub Agent : indicates that you are the sub agent sharing the commission with another agent who has the instruction from landlord.

This is an indicator only and does not affect how commission is calculated.

New Contact on deal screen (notes tab). Indicates the agency that commission on this deal is shared with (selected from list of Contacts).

4.04.436
New Invoices Outstanding report now shows amount outstanding as well as invoice total.

4.04.431
New “Deposits not protected” option in main desktop treeview (under Tenancies, Deposits, Deposits held by agent) will highlight in red those tenancies where the weekly rent is below the AST limit. Useful for 1st October 2010 where the limit changes and you should register a deposit that was not previously an AST.

4.04.428
New It is possible to access Rentman remotely using remote access software such as gotomypc or Windows remote desktop. If you connect using a device with a much smaller screen such as a Blackberry or iPhone you can now switch Rentman to run in small screen mode by pressing F11 or using the Edit menu option. This saves having to scroll windows to use Rentman. New options on the user preferences screen further customise the rentman windows.

4.04.422
New Fourth Fee item added to deal sheet. Intended for Insurance (e.g. HomeLet) if you have already rechristened one of the other fees as insurance you can use this new one for another purpose.

New Right click on applicant in appointment screen to send email reminder.

New Option to send email to all tenants on a deal from Actions button on deal screen.

4.04.421
New Double click on Bank Balances in Trial Balance to get balance by bank account.

4.04.420
New Ability to print a reconciliation report as at a chosen date.

4.04.418
New Confirm address prompt. When entering properties Rentman will check new address against Yahoo’s free geolocator service to get the correct postal address. Unfortunately the Royal Mail’s licence restricts the postcode to 5 characters. To switch off this feature go to user preferences in the Rentman menu.

4.04.417
New AIB format accepted by bank import screen.

4.04.416
New Default DPI of documents increased to 300.

4.04.414
New “Create other landlord invoice” button on deal screen will ask if you want to include bills to be reinvoiced if any exist for non managed properties.

New File/New/Invoice option will ask if you want to include bills to be reinvoiced if any exist for the property for non managed properties.

4.04.413
New Deal Sheet invoice will be marked as paid when all deal sheet monies are received.

New Ability to set fixed fee default lettings commission, for both company and landlord.

4.04.412
New Maximum number of tenants on a deal increased to 12.

4.04.409
New When synchronizing with Outlook Rentman now shows the complete folder path so as to easily distinguish between folders with the same name but, for instance, under personal and public folders. Note: previously saved default settings will need to be reselected and saved as they will have been saved without the full folder path.

New Rentman will no longer delete appointments from Rentman when they have been deleted in outlook without the prompt being selected.

4.04.405
New Payment method variable can be included on management statement - pcPaymentmethod.

4.04.396
New Option in company preferences to send letters as body of email rather than as an attachment.

4.04.392
New Management Fixed Fee default option on company preferences.

4.04.413
New Deal Sheet invoice will be marked as paid when all deal sheet monies are received.

New Ability to set fixed fee default lettings commission, for both company and landlord.

4.04.412
New Maximum number of tenants on a deal increased to 12.

4.04.409
New When synchronizing with Outlook Rentman now shows the complete folder path so as to easily distinguish between folders with the same name

New Rentman will no longer delete appointments from Rentman when they have been deleted in outlook without the prompt being selected.

4.04.405
New Payment method variable can be included on management statement - pcPaymentmethod.

New Option in company preferences to send letters as body of email rather than as an attachment.

4.04.392
New Management Fixed Fee default option on company preferences.

4.04.385
New Registration details sent as excel email attachment to DPS .

New Guaranteed Rent. Manage a building as normal but if the rent is not forthcoming from the tenant.. receive rent and choose “Guaranteed Rent” as how. This will automatically post a corresponding bank transfer from the Office Account to cover the rent.
The difference between Guaranteed Rent and Guaranteed Income is that guaranteed rent simply acts as rent insurance while the property is occupied. Guaranteed Income guarantees the landlord an income regardless of whether the property is occupied or not (and, usually, regardless of any expenses).

4.04.382
New Right click on rent overdue in todo list to receive rent or to mark deal as archived (and thereby remove tenancy from list)

New Right click on invoice reminders todo list to mark an invoice as paid or void

New Retaining deposit for expenses on a non managed property will create a payment to landlord for the retained amount.4.04.374

4.04.374

New Tenancies with an outstanding deal sheet balance will now show in todo list as “Outstanding Balances” under "Tenants about to move in".

4.04.370

New Properties with advertising boards can be linked to a new type of contractor “Sign Erector” on the advertising tab. By right clicking on the “Boards to be Removed” To Do list (and Boards Installed) you can then send email or sms message to the contractor directly.

4.04.368

New Reinvoicing. This is the ability to markup a bill and have it appear on an invoice (as a lineitem) rather than as a reimbursable expense. The markup can be set on the contractors screen (admin Tab) as either a percentage or as a flat rate. The default markup can be overridden when the bill is received or the line item in the invoice can be changed after the bill has been added.

For unmanaged properties right click on the bill in the reimbursables tab of the invoice screen to “reinvoice” and add to the invoice.

For managed properties right click on a bill showing on statement tab of building screen to have it included in the next management statement.

Once a bill has been reinvoiced it will not appear on the landlord’s statement or balance.

New Vendor Surcharge category in Accounts Summary under invoices. Shows reinvoiced items.

New Cost of Goods Sold group in Accounts Summary screen with Reinvoiced Bills category. Shows all bills that have been marked as reinvoiced (or to be reinvoiced).

4.04.366

New Send as Plain Text option on each user’s email preferences. This can help avoid an issue where attachments are not seen by recipients not using outlook as their email client.

4.04.365

New Weekly option for management statement period.

4.04.362

New Sending email to applicants via the Available Properties menu option now puts all selected applicants as a bcc in one email so as to make it easier to send a custom message to all recipients.

4.04.361

New Company Preferences screen (regional tab) shows history of vat rates. This is used to correctly calculate the VAT on past rent dues and invoices.

New Company Preferences screen (regional tab) shows vat registered date. If a company is not vat registered make sure this is empty. When the company becomes VAT registered set the effective date here.


4.04.355

New Right click references on todo grid to mark as received.

New Option for default status when adding a property.

New Default rent and deposit option of 1.5 months.

New Number of weeks rent outstanding shown in rent over due and DSS rent overdue todo lists.

4.04.353

New “Tenants about to move out” has reverted to its original name “Tenancies Expiring” in the ToDo list.

New Printing the “Tenancies Expiring” grid will produce a specific report showing more details than the grid.

4.04.352

New Option on CompanyPreferences screen to include rent period on management statements. This is not recommended – hover mouse over help symbol alongside checkbox on Defaults/Management tab for details.

New Option on Company Prefences screen to require users to enter a Source or Referred By setting for new applicants. See Defaults/Applicants tab.

New Option on Company Prefences screen to assign a new applicant to the user entering the details. See Defaults/Applicants tab.

4.04.349

New Option to include or exclude rent adjustments in commission calculation.

New Option to include or exclude rent paid direct to landlord in commission calculation.

New “Email Problem to Rentman Support” option under Help in Rentman menu. Will also attach screen shot of Rentman to help illustrate a problem. So, if you have a problem in Rentman make sure the screen and troubled data is showing then choose this menu option and send a description of the error to our support mailbox.

4.04.338

New Ability to put words in columns on cheques to landlord

4.04.332

New Rent Due will show VAT when added to rent.

New Non Managed Properties list under Properties in main desktop treeview.

New List of “matched property” emails sent to applicants under Applicants in desktop treeview. Use this to follow up with applicants. The journal entry stays on this list till the applicant is archived. Right click on entry to open attachment or journal entry. Double click to open applicant details screen.

4.04.328

New Send jobsheet as SMS text message from task screen.

4.04.327

New Guaranteed Income statement can post balance for transfer to office account.

4.04.322

New More options for email interface including Gmail, Yahoo and Windows Live.

4.04.321

New Button to retain deposit to pay an invoice to the tenant. Note: You need written consent from the tenant to use the deposit in this way.

4.04.318

New Calculation of management commission (percentage) will now include adjustments and rent paid direct to landlord.

New Adjustments and DirectToLandlord payments will appear on statements as memo entries.

4.04.316

New Agents can select their own appointment colour for the diary

New Agents can choose which of the certificates will be shown in the todo list

New Accounts summary by branch.

4.04.315

New Warning on statement tab on invoice screen when deal sheet money is outstanding or money is uncleared.

4.04.311

New Utility letters.

New Deposits to be registered by agent and by landlord now separated in todo list.

4.04.306

New Favourite option on toolbar. See user screen, preferences tab.

4.04.292

New Improved layout of appointment list. Shows landlord and applicant telephone numbers.

4.04.287

New Email button on deal print screen. Enables you to send agreements, notices etc as attachments to one email. If the preview checkbox is ticked the email dialogue will be shown.

4.04.285

New Matching applicants from property screen will now send to all applicants (bcc) with one email (rather than as a separate email for each applicant as before). This makes it easier to send a custom message to all matching applicants.

New If you get rid of the default text for matching emails Rentman will leave the message body blank which means outlook will use a signature. The default messages are found in the documents ‘propertymatch’ and ‘matchemail’. Delete or rename these documents if you want Rentman to always leave the email message body blank (and outlook to use its default signature).

New Properties ordered by street name in dropdown combo in keylog screen.

4.04.283

New Managed Properties list under properties in main desktop treeview.

4.04.275

New Property types “Garage”, “Houseboat”, “Flatshare” and “Houseshare” recognized when uploading to rightmove.

4.04.271

New Printing bulk letter will now prompt for printer.

4.04.268

New Previous and post tenancy addresses included in ASTs.

4.04.264

New Bulk Print MS Word documents.

4.04.255

New Mutliple applicants and multiple properties on an appointment.

4.04.254

New New building wizard defaults to blank managed since date. So any deals entered retrospectively will be marked as managed.

4.04.253

New Option to always save management statement as PDF. When printing a management statement Rentman adds the statement to the journal. Unless you have emailed or exported the statement it will be saved as a TIFF file. Tick this checkbox (on company preferences/defaults/management screen) to ensure it is always saved in journal as PDF.

4.04.252

New Reprint bank transfers(invoices) report from ledger. Double click on transfer entry to see transaction details and click print.

New First tenant’s name shown on building history treeview. Any other names can be seen by expanding the item.

4.04.251

New Current periodic tenancies shown under Tenants in desktop treeview.

New BER & PRTB certificates for Eire.

New Printing rent from building history screen will show running balance.

4.04.247

New Payment type DSS-Adjustment. To adjust DSS rent outstanding without affecting bank accounts.

New Building history tab. Click on a deal and Rentman will now show all transactions for the property that occurred during the span of that deal. Although many of these transactions don’t belong to the deal (unlike rent and deposit) it can be useful to see what occurred during the lifetime of a tenancy.

4.04.246

New Right click on expiry letter todo grid to clear from list without sending.

4.04.242

New Ability to unterminate a terminated deal from Actions button on deal screen.

4.04.242

New “Issue This Standing Order Now” option when clicking actions button on standing order screen.

4.04.238

New Rentman will now recognize downloads for import from First Direct.

4.04.237

New Global Header/Footer. Modify the global header once and all reports that use a header (e.g. invoices, letters, statements etc) will inherit from that one amendment. Will make it easier to change header from default and will also help prevent Rentman updates overwriting past customizations.

4.04.235

New Option on management statement screen to show rent outstanding.

4.04.234

New Date on Bank Transfer(Invoices) screen (so as to backdate a transfer).

4.04.231

New Rentman will generate EPC graphs from values entered on Safety Certificate screen.

New EPC graphs will be uploaded to Rightmove.

New EPC graphs included in generic XML for upload to websites.

4.04.229

New Barclays Bank Manager format accepted by bank import screen.

4.04.228

New Building Wizard when making a property managed.

New Outlook emails generated by Rentman will be in html format rather than plain text.

4.04.225

New Options on applicant match screen to only show properties added or properties updated since the last matched list was sent to this applicant.

New Option to allow periodic tenancies when there are guarantors on a deal. We have been advised that this is not a good idea (a guarantor’s liability may be unenforceable if Section 6 or Section 13 notices are served on the tenants) but if you have your own legal advice and want to permit this go to company preferences/defaults/deals tab.

New Emails sent outside of Rentman (using outlook) will no longer be automatically added to the journal where Rentman can match the email address to a landlord, tenant, applicant etc. Instead the synchronise form’s download emails option will now add journal entries for sent as well as received emails. Two reasons for this ; first, emails sent when Rentman was not running were not being added to the journal and, second, a change to outlook meant that Rentman’s “email sent” event handling code could cause the rich text component to give an error. Emails sent through Rentman will continue to be added directly to the journal.

New Use the “Receive Money” screen (invoices tab) to receive partial payments for invoices.

New If you enter an overpayment on the Receive Money screen you may then print off a Statement to return the balance to the landlord. This feature is used when you receive, for instance, a 2nd month’s rent from the tenant that is to be used to pay a follow on lettings commission invoice (Let Only).

New If payment received on the Receive Money screen is subsequently deposited into a Client Account Rentman will automatically switch the invoice to be “paid from client account” so that the money can be transferred to the office (company) account.

4.04.223

New New item in the tree view shows tenancies that are renewing (i.e. for which a new tenancy has already been created) and these will no longer appear in “Tenants moving in” and “Tenants moving out” Todo lists.

New New checkbox “Upload to this Portal” on portals screen. Indicates that by default a portal is to be selected for uploading.

4.04.221

New Double click on entry in ledger screen to view and change transaction details (read only if transaction is reconciled).

New Option to have Rentman prompt to create an invoice when saving a deal for which there are tenant’s fees but no invoice has yet been created. Company preferences/Defaults/Tenant Fees.

4.04.220

New Warning symbol on status bar if any uploads to portals have failed. Hover mouse over the warning to see which portals failed. Portal screen will show last upload and a checkbox indicates if there was a failure. This is particularly useful if the uploader is being run unattended as a scheduled task. You can clear the status bar warning by un ticking the checkbox. Details of the error will be in the most recent uploaderyyyymmddhhmmss.log.

4.04.219

New If “Include unpaid invoices on bank transfers screen” is ticked Accounts page will show invoices as outstanding if posted but not yet transferred. See option in Company Preferences/Defaults/Other tab.

New Option in user preferences to swap the position of the search textbox with the send button on the main desktop i.e. the search at the top and the send (plus the print, excel and chart buttons) at the bottom.

4.04.216

New Warnings on invoice screen when reimbursable expenses are outstanding on a let only property.

4.04.212

New Explicit support for HMO (House in Multiple Occupation). Enter each room as a property (because they will be advertised and let individually) and add them all to one building and tick HMO on admin tab. Standard tenancy agreements will apply (treating each room as an individual dwelling place) but you may wish to add optional clauses concerning common areas. As with all managed buildings invoices and bills can be made specific to a particular property (room) or to the building as a whole (common areas). The expiry date of the HMO Licence can be entered on the admin tab of the building screen. The Todo list will remind when licences are due to expire.

New Oil Safety certificates. Works in same way as the other safety certificates.

New Ability to assign tasks to a negotiator. The diary page has also changed to show only tasks for the selected negotiator (and will include all tasks for the negotiator not marked as done).

New Ability to double click on Applicant, Landlord or property name on the appointment screen to bring up the relevant details.

New Drag and drop any outlook item (notes, journal etc) to a Rentman screen and add it to the journal. Don’t forget Rentman will automatically add to the journal any outlook emails where it can match the email address.

4.04.211

New Option to show unpaid invoices on Bank Transfers (Invoices) screen so invoices can be marked as paid and transferred to office account in one action. See Company Settings, Defaults/Other tab.

New Ability to mark each portal to upload all properties regardless of availability or selection.

New FTP component will retry failed transfers 3 times and show debugging information in log if a retry is necessary.

New Portal screen will show last upload and indicate any failure.

New A failure to upload to a portal will cause all logged in Rentman to receive a message informing them of the fail.

New Warning on statement screen when there are unpaid invoices for a building.

New Warning on statement screen when there are unpaid bills for a building.

4.04.204

New Terms and conditions signed checkbox on property commission tab. Indicates that a landlord has signed the Terms and Conditions document. If a property is marked as available without this checkbox ticked it will appear in a Todo list item “Terms & Conditions to be signed”.

4.04.203

New Negotiator Statistics report available from Misc/Reports menu item. Shows count of deals, renewals, applicants, appointments and viewings for each negotiator within a given period.

New Negotiator Statistics chart available from Misc/Charts menu item. Shows count of deals, renewals, applicants, appointments and viewings for each negotiator within a given period.

4.04.202

New Bank Balances report under Accounts/Reports menu.

4.04.198

New Deal sheet invoices will automatically be marked as paid when the deal starts and the deal sheet balance is zero. You cannot mark a deal sheet invoice as paid if the balance is not zero.

4.04.196

New Users can now select rent “per week” or “per month” by property and applicant. Rentman will still match applicants and properties even when one is entered as per week and the other as per month. Note.. any customized reports will have to be modified before they will pick up the new per week/month field.

New Option to exclude Periodic tenancies from “moving out” and “expiry letters due” Todo lists.

New Option to exclude tenancies marked as “agreed to renew” from “moving out” and “expiry letters due” Todo lists.

4.04.192

New Automatic disbursement of deal sheet receipts (rent in advance etc) now dated with the deal’s start date rather than the date received so as to prevent rent in advance being included on management statements too early. The receipt itself (the bank ledger entry) will still be dated with the actual date received.

4.04.187

New Improved security on Print and Save to file buttons associated with main tree view. Negotiator level users are only able to use these buttons on the Todo, Key list and Maintenance branches.

4.04.178

New Invoice reminders will not show invoices where total is zero.

New Tenant moving out list keep properties on list for a month after tenants move out or until deal is archived.

4.04.170

New Search on main screen will now return properties and buildings as well as landlords, applicants, tenants etc. So this can be the preferred means of navigating to a property or building instead of opening the property/building screen and pressing ‘locate’

New If there is no currently selected record most screens will now go directly into a ‘locate’ on loading.

4.04.166

New Key List now shows number of available keys for each property.

New Bulk Mail option under File menu. This screen enables you to select a document to be emailed to, or printed for, every one on a selection list. If you don’t select a document the email dialogue is shown with all selected email addresses as ‘bcc’.

4.04.164

New Viewing tab on property screen links to Google satellite images and Streetview. Please note - this is provided as a free service via the Rentman web site and all copyright and trademarks remain with Google. Please see Google’s Terms and Conditions at http://www.google.com/intl/en_ALL/help/terms_maps.html

4.04.161

New Creating a deal for a managed property where the start date is in the past will prompt for outstanding rent before posting a rent adjustment for the difference. To help enter opening balances on a new Rentman

New New Licensing model – Rentman is now licensed for a set number of simultaneous users.

New When adding a new report to customreports Rentman will now prompt you to select a report template - an existing report to form the basis of this new report. Note this is not the same as customizing an existing report as Rentman will not use this new report instead of the original. This is primarily intended for adding display and advert variations.

New Option on agent’s preferences screen to cause a popup reminder when appointments come due.

New Double click on adjustment transactions will now allow you to change them.

4.04.146

New Drag & drop vCalendar (.ics) from Outlook to import appointment from email.

New Existing Letting statement shown on deal screen.

New Invoice screen will open on statement tab when called from deal screen.

New Option on agent’s preferences screen to cause a popup reminder when appointments come due.

New When creating a deal for a managed property that started in the past Rentman will create a rent adjustment for any rent outstanding. This is for when entering past deals onto a new Rentman. It is important that a deal has the correct dates. If rent is outstanding change the adjustment (go to building history tab and select rent in treeview to see adjustment transaction).

4.04.128

New Welcome Screen.

New Dashboard

 

 

LATEST VERSION 4.04.672

New feature highlights:

  • Drag and drop email enquiries from Zoopla, Primelocation and DPG into Rentman to create an applicant.
  • Journal entries can be marked for follow-up to appear on Things to Do
  • Change to wording in Lettings Statement when deposit is lodged with DPS.
  • Improved accounts auditing and forensic tools
  • New and improved charts and graphs including by branch option
  • Improved printing of history of buildings with multiple properties
  • Improved accounts auditing and forensic tools
  • Inspections Module

Windows over Web (WOW) enables any PC, Mac or smart phone to connect using Remote Desktop to a Rentman database hosted by us on a secure, fully managed and backed up remote server.

This delivers to the end user a familiar and superior Windows desktop experience of Rentman compared with slow and clumsy browser based software.


MANUAL

The Rentman manual must be the one of the best in the field. With 18,000 words spread over 186 pages, it has been written in collaboration with many of our clients. It is packed full of easy to follow instructions and supplemented with crisp clear screen shots.

A printed hard cover manual is free when you purchase Rentman. Rentman also has a printable PDF copy built in so you can read it online anytime as well as print off additional copies.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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