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.
4.04.413
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
